How to Send a Broadcast Message

Broadcast messages can be sent in real time or scheduled in advance — and they can go out via chat, email, or both. Here’s how to send your first one.

Step 1: Go to the Broadcast screen

You’ll find this in the main menu on the left side of your screen, under Inbox. 
Click it to view past messages or start a new one.

Step 2: Click "+ Broadcast Message" to start

A modal will appear and you can start creating your messages. 

Changes will be automatically saved as you start filling the fields and the message will show on the table with a Draft status.

Step 3: Give it a title and choose when to send

This title is just for internal use — it helps you identify and organize your broadcasts.

On Delivery Details you can either choose:

• Send now — the message will go out as soon as you click "Send".
• Schedule delivery — pick a future date and time for delivery. Date and time are displayed on the practice's time zone.

Step 4: Select your recipients

Use filters to choose who will receive the message:

• Member status (active, inactive, etc.)
• Membership plan
• App users
• Assigned clinician

You’ll see a real-time count of recipients for each delivery method — chat and email.

Step 5: Write your message

Select whether the message should go via chat, email, or both.

⚠️ Note: Email won’t be available until you’ve set up a custom domain. Read this article to know how to set up yours.

Each delivery type has its own editor:

• Chat: Max of 2,000 characters, emojis supported, attach up to 10 files (20MB total). Patients will receive the message on their Patient App.
• Email: Add a subject, message body, and choose a reply-to address—this is the email that will receive patient replies. You can also use personalization variables like $patientFirstName on the title and message body.

Step 6: Send or schedule

Click "Send" to send it now, or choose a time and hit "Schedule." Done!