Client Dashboard Banner

Formerly known as Practice Announcements

info Want to make an announcement at the top like this visible to your clients on their home page?


Overview:

  • Your banner will show for all clients after signing in immediately at the top of their home screen
  • This alert does not go out via email notification, just on the client portal

The Client Dashboard Banner is a good way to communicate to all of your clients that sign into their client portal account. Have an announcement about an upcoming closing? Something frequently clarified? You have ultimate control here!


In this Article:

description Also see our similar feature Login Banner
This shows to both clients and staff immediately after signing in before the home page.

settings Configure the Client Dashboard Banner

Required Role: Owner or Manager

To configure, navigate to:

  • Settings (top right)
  • Find the section Client Dashboard Banner (about halfway down)
  • Click (top right of section)


  • From here, you can adjust the following settings:

visibility Visible ?

Determines whether or not your banner is displayed in the client portal (yes or no)

palette Color

Determines the background color of your client banner: blue green yellow or red

speaker_notes Message

Will be the message displayed to clients, maximum 500 characters, also supports emojis! 😁

Once set, you'll see a preview of the Client Dashboard Banner :

desktop_windows View from Client Portal

This is an example of what your Client Dashboard Banner will look like from the client's end once they are signed in.

It will appear at the top of their dashboard, the first page all users are brought to:

cancel Disable the Client Dashboard Banner

To turn off your Client Dashboard Banner, navigate back to

  • (top right menu)
  • Find the section Client Dashboard Banner and click
  • Change Visible: to No, then click (top right of the section)