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How to Add and Use Announcements in Britixo Practice Management Software?
Announcements in Britixo let you broadcast important internal messages to your staff members. Whether it’s a system maintenance update, a company-wide notice, or new policies, announcements ensure your team stays informed within the CRM environment.
This guide walks through creating, targeting, and managing announcements in Britixo.
Accessing the Announcements Module.
Log in to Britixo : https://britixo.com/app/login
Go to the left sidebar and navigate to: Utilities → Announcements
You’ll see a list of current and past announcements with their status, visibility, and creation dates.
Creating a New Announcement.
Click the “New Announcement” button (top right)
Fill in the announcement form with the following fields:
Once saved, the announcement is immediately published according to the settings.
Announcement Visibility Options.
Britixo allows you to control who sees your announcement :
Staff Only : Most internal updates fall into this category.
Clients Only : Announcements appear in the client portal dashboard.
Both : For updates relevant to all users, such as public holidays or payment gateway issues.
Where Announcements Appear.
Staff and customers can dismiss announcements (if “Allow Dismissal” is enabled).
Managing Existing Announcements.
Edit : Use the pencil icon next to any entry
Delete : Click the trash icon to permanently remove it
Reorder : Not available — order is based on date and sticky setting
Search/Filter : Use the search bar or filter by audience/active status
You can always come back and extend or change the expiry date or visibility options.
Access Permissions.
Only users with admin access or announcement permissions can add/edit announcements
Regular staff can only view announcements addressed to them
Clients never see internal announcements unless explicitly shared
Use Cases.
Alert staff to upcoming system updates or outages
Notify clients about holiday closures or billing updates
Share internal newsletters or monthly updates
Introduce new staff policies or changes to processes
Make announcements sticky for emergency messages
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