Using the Notice Board

The Notice Board is your Client Portal display space — a visible panel where you share announcements, promotions and important messages with clients every time they log in.

It turns passive portal visits into opportunities to inform, engage and guide your clients.

What the Notice Board is

The Notice Board appears within your Client Portal as a dedicated area for visual content and messaging. You control what clients see — from seasonal reminders to service announcements and promotional offers.

Think of it as your portal's bulletin board: always visible, always yours to update.

Why businesses use it

Common uses include:

• Seasonal reminders — tax deadlines, year-end preparation, filing dates
• Service announcements — new offerings, changed processes or office closures
• Promotions — referral programmes, limited offers or loyalty messages
• Important updates — policy changes, contact details or portal guidance

Because the Notice Board appears when clients access their portal, your message reaches them in context — not buried in an inbox.

Creating and managing content

You can configure Notice Board content from your Portal Genie account. Update headlines, body text, call-to-action buttons and imagery to match your current priorities.

When your messaging changes, update the Notice Board — clients see the latest content on their next visit.

Measuring engagement

Portal analytics include Notice Board interactions and clicks, helping you understand which messages clients respond to.

See Understanding Client Portal Engagement.

Part of your broader portal customisation

The Notice Board works alongside your branding, folders and welcome messaging to create a cohesive client experience.

Explore Customising Your Client Portal and Brand the Client Portal as Your Own.

View Features or compare plans on Pricing.