Announce something to every client at once

You can tell all your clients the same thing in two ways. Show a banner that stays at the top of the client portal, set on Settings › Workspace › General. Or send an announcement through Messages.

Show a banner at the top of the client portal

1. Open Settings › Workspace › General and go to Announcement banner.
2. Write the text in Banner description. You have up to 300 characters.
3. Choose a Banner color: purple, blue, green, amber or red.
4. When the notice is no longer true, empty Banner description to remove the banner.

The banner is for something true for a period of time

The banner is text that stays in place, not a message. It can be used, for example, for something that is true for a while: you are closed between two dates, something works differently from now on, or maintenance is planned. Your clients see it whenever they are in the client portal, and it does not interrupt them.

Clients read the colour as a signal. Choose amber or red for something that affects the client's work, and purple, blue or green for information. Remove the banner as soon as it is no longer true.

An announcement sends a message

Select Send announcement in Messages when something has happened and clients need to know now, including clients who are not in the client portal at the moment. It sends a message instead of showing a banner.

1. Open Messages and select Send announcement.
2. Choose Send to all, or Send to selected to pick the clients who should get it.
3. Write the Message. You can format it and attach files.
4. Leave Highlight this message ticked to make it stand out in each client's conversation.
5. Select Send announcement.

The announcement arrives in each client's conversation in Messages, like a message you wrote to them.

When the message is about one client's work, write in their request or in their conversation in Messages instead. See Message clients outside a request and Work a request from arrival to done.

Announcements are not notifications or automations

Notifications are sent when events happen in Zendo: a status changed, an invoice was issued. You set them per event at Settings › Workspace › Notifications, and each person can change their own. You cannot send a notification with your own text. See Set notification defaults for your team and clients.

Automations post in a single request when something happens to that request, and they belong to a request type. See Automate a request type.

Related

• Message clients outside a request
• Set notification defaults for your team and clients
• Automate a request type
• Set your workspace name, address and formats

Updated on: 09/11/2026