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My WriteUpp Subscription

• How do I unsubscribe or cancel my account?

  To Unsubscribe or Cancel your account is very straightforward. To unsubscribe follow these steps: Go to Settings -> Account. Note - You will need to be a site Administrator to do this. Click on "Unsubscribe from WriteUpp" towards the bottom of your screen: ![](https://storage.criVery popular

• How do I change my password?

  You can change your password at any time within WriteUpp. To change your password: Login to WriteUpp Open the main menu and choose Settings Under My Settings, click on Change Password: Follow the steps on screen, where you'll be required to first of all enter your old password, as well as entering and repeating your new password: ![](https://storage.crisPopular

• Can I freeze my account?

  Unfortunately, we don't have an option to freeze accounts. Given the modest monthly sum we charge, we don't offer this facility. If you want to you can export the data that you have entered thus far (click on your user name, then Tools -> Data Export) and unsubscribe. This will delete your account and you can then re-subscribe at a later time and re-enter the data or import it.Some readers

Customise your WriteUpp

• How do I add my practice logo?

  To customise your instance of WriteUpp you can upload your practice logo by clicking on your username at the top right of the application and going to Settings -> Organisation. Then and scrolling down to the section called "Logo" - see below: Then just click on thePopular

• Making Gmail your default mail application

  You can designate Gmail as your default mailto handler. This means that when you click on any hyperlinked email address, a Gmail compose window will open so you can send a message to that address from Gmail. If you use Windows: Download the Gmail Notifier. Right-click the Notifier icon in your system tray, and select Options. Check the box next to Use Gmail for internet mailto: links. Click OK. If you decide later that you don't waSome readers

• How do I change my username/email?

  To change your email address go to Settings -> Users, find your username and then click on the three dots at the end of the row. Then select "Edit Profile", amend the email address and click save.Some readers

• How do I switch back to having no logo?

  Once you have uploaded a logo, you can't then have "no logo" but it can be easily resolved by uploading a blank white image in its place. We've added a white image below that can be used, simply right click below above the text Blank white image, choose Save Image As.. (or similar, depending on your operating system) and save the image to your computer: Blank white image Once you'Some readers

• I don't call my clients "patients" - can I change this?

  WriteUpp can be used by anyone who wants to: Maintain a diary of billable activity Write Notes Complete Forms Create Tasks Attach Files Raise Invoices Inevitably this means that different industries refer to their clients in different ways. Certain healthcare professionals may wish to refer to Patients, whilst others may wish to refer to Clients or Customers. To customise how you refer to your customers: Go to Settings->General Scroll to the section "How do yoFew readers

• Guide To Customising WriteUpp

  Here's a video showing how you can customise WriteUpp to suit your needs:Few readers

My Notifications

• How do I manage my notifications?

  To manage your notifications, click on your user name and choose Manage.  You'll then see a list of all of the events that generate a notification in WriteUpp. From here, you'll have the option to specify how you are notified about events. Important - will be highlighted in the notifications dropdown by a red line down the left side of the notification Show Boost - the notification will be displayed at the bottom right of your screen Show Dialog - appears as a diaPopular

• How to convert a notification to a task and re-assign it

  When you receive a notification about an event in WriteUpp, it might be something that you want to follow up on. To enable you to do that, you have the option to convert any of your notifications to a task. You can then re-assign any follow up work to one of your colleagues by allocating the resulting task to that person. To convert a notification into a task and re-assign it: Open your notifications and find the one you would like to convert to a task/assign to someone else. Click onFew readers

• How do I clear my notifications?

  To clear your notifications just click on your username and select the X on the top right of the notification you wish to delete: Alternatively, clicking on Remove All will delete all of your current notifications:Few readers

• Can I change the order of notifications?

  I'm afraid not. Notifications will display in a list with the most recent at the top. You can however choose what events you are notified about and how your notifications are displayed by clicking on Manage within the notifications list:Few readers

• How do I know if I have a notification?

  If you have unread notifications you will see a red number to the left of your username: To see your notifications just click on your username: Notifications in blue are unread and those in white have been read. To mark a notification as read, click on itFew readers

• Can I customise what information I am notified about?

  Yes.  By clicking on your username and then Manage from within the notifications dropdown, you can choose what events you are notified about and how your notifications are displayed: You'll then be taken to a list of the events within WriteUpp that generate a notification: ![](https://storage.crisp.chat/users/helpdesk/website/1ad594c1bfad3300/e3691411-e75a-48f9-9360-990b13_1vFew readers

• What are notifications?

  Notifications are part of a communication mechanism in WriteUpp to ensure that you are fully aware of important information that relates to you and your practice. We see notifications as a great way to present business critical in a timely but non-disruptive way. Notifications can be found by selecting your name at the top hand hand side of the page: The number to the left of youFew readers

• How do I switch a notification off?

  Within WriteUpp there are a number of events you can choose to be notified about, but what if there's something that you don't need or want to see listed in your notifications? Easy! You can choose not to show any notifications that aren't relevant. To do this: Click on your username at the top right of your screen Choose Manage from the top of the dropdown menu that appears On the list of events, tick the box listed under the Don't show column for any notifications thaFew readers

My Payments

• How do I change my bank details when I pay by direct debit?

  If you currently pay via direct debit and would like to change your bank details, follow the steps below: Open up Settings Click on the Account tab Under the **Your Account **header click **Reveal **next to Bank Account Once you bank account details are displays click the **Change bank details **link A pop-up screen appears asking you if you are sure you want to proceed, click yes Complete the direct debit mandate and click Set up Direct Debit YouSome readers

• Skipped PayPal Payment

  You have been directed to this article because we are having a problem processing your subscription payment for WriteUpp through PayPal. As you know we use PayPal to process credit card payments for WriteUpp subscriptions. We use PayPal because they are a world leader in online payment handling and we feel it provides the best protection both for you as a buyer and us as a supplier. Without boring you with the details when you subscribe for WriteUpp we set up a payment profile for you with PaySome readers

• How do I switch to Direct Debit?

  If you are currently paying via PayPal and you would like to switch to Direct Debit: Log in to your WriteUpp account Go to main menu (top left) and select Account Details Click on the Switch to Direct Debit link which you'll see next to Mechanism: PayPal Complete the direct debit mandate, which will look like this: Having completed the maSome readers

• How do I change the PayPal account I pay for WriteUpp with?

  To change the PayPal account you use to pay for your WriteUpp subscription, simply follow the steps below:  Go into **Settings **in WriteUpp and open the **Account **section Under the user subscription drop down, increase the number of users by 1 then drop it down by 1 again (so you have the same number of users) Click the green **update subscription **button that's appeared at the bottom of the page Login to PayPal using the account you'd like to subscribe with and follow the iSome readers

• How do I see the payment history and print a receipt for my monthly subscription?

  To view the payment history and/or print a receipt for your WriteUpp subscription follow the steps below: Open Settings Click on the **Account **tab Under the **Your Account **heading click Show payment history next to Next Bill From the list find the subscription you'd like to print a receipt for and click Printable Payment Summary: You'lSome readers

• How do I unblock my account?

  As a commercial business we need to paid for the services that we provide. Like you we have overheads to cover and staff to pay. We have no desire to disrupt your business so if you're reading this article we will have given you a number of opportunities to sort out payment. Unfortunately, as we've not heard back from you we have regrettably had to block your account. To unblock your account follow these steps: Check that your PayPal account is set up correctly Make sure that the paymeFew readers

WriteUpp Features

• Using the WriteUpp Dashboard

  The WriteUpp Dashboard provides you with: Colour-coded indicators about the financial performance of your business An infinitely scrollable view of everything that's happened in your business  Latest Activity The "Latest Activity" view which features infinite scroll (i.e. you can scroll forever or at least until you reach the end of your data!) allows you to scroll thSome readers

• What are the Business Views?

  The Business Views allow you to see essential information about your Practice. You can access these by clicking on the menu in the toolbar: From here you will be able to access the following information: Dashboard - Read More Patients - [Read More](https://help.writeupp.com/en/article/whatSome readers

Customer Support

• How do I submit a feature request?

  Submitting your feature requests couldn't be easier! Simply log into WriteUpp, click on the icon immediately to the right of your username and click Visit Portal: This will take you to our feature request portal, where you'll be able to submit your own request, browse requests submitted by other users and add votes and comments to these suggestions. **Submitting a feature requPopular

• Live chat within WriteUpp

  Live chat is displayed within WriteUpp to provide you with a quick and easy way to access support when you're likely to need it the most. We do recognise that the chat icon can sometimes get in your way, and you don't always need or want to see it! You'll find a switch in Settings -> My Settings which allows you to control the default chat setting across all the pages of your WriteUpp site: ![](https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/image-2020-05-29-at-30941-pm_1cSome readers

• WriteUpp – A picture paints a thousand words!

  How true! We know that it’s not always easy to put your WriteUpp query into words so why not put it into picture?! We are big fans of CloudApp  here at WriteUpp! It is an easy to use screen recorder that allows youFew readers

Tips and Tricks

• Is it possible to use a stylus (including the Apple Pencil) with WriteUpp?

  iPad and Apple Pencil Good news! If you're using an iPad which supports Apple Pencil, and you've updated your software version to iPadOS14, you've got access to a feature called Scribble in your iPad settings. Scribble converts handwriting to text directly on your iPad and can be used within WriteUpp when logged in via the browser on your iPad (like Safari or Chrome). You can read more about Scribble here within Apple's suVery popular

• Keyboard shortcuts for Windows and Mac

  Basic Keyboard short cuts for Windows: CTRL+C - Copy CTRL+X - Cut CTRL+V - Paste CTRL+A - Select All CTRL+F - Search Browser window CTRL+P - Print CTRL+R (or F5) - Refresh Active Window ESC - Cancel the Current Task Basic Keyboard short cuts for Mac: Command + X - Cut Command + C - Copy Command + V - Paste Command + Z - Undo Command + A - Select All Command + P - Print Command + Q - Quit the app Command + F - Search Browser windowSome readers

• How do I spell check in WriteUpp?

  There isn't a spell check function built into WriteUpp, however most main browsers offer an inbuilt spell check option. Alternatively, there are 3rd party add-ons such as Grammarly which can correct spelling and grammar mistakes for you.Some readers

• How do I Dictate in WriteUpp?

  While we don’t have dictation software built into WriteUpp, as long as the device you’re using has a microphone, you usually have the option to use inbuilt dictation tools through either your system or browser. This could save you a lot of time when it comes to writing up your notes in WriteUpp!Few readers

My WriteUpp FAQs

• How to implement your cancellation policy

  To implement your cancellation policy, simply follow the steps below: Reference on your website and social media what exactly your cancelation policy is, if the information is readily available it will reduce the number of no shows Include this information within your head in Online Booking if this a feature which you use - Read more Include this informatioSome readers

• I keep getting taken to the WriteUpp.com marketing site

  This is happening because you are entering an invalid URL for your site. To access your site you need to enter your URL exactly. Here's a few things to check: the URL should begin with https:// not http:// the URL should not include www. For example, if your site is https://xyzpractice.writeupp.com you should not enter https://www.xyzpractice.writeupp.com Only .com will work .co.uk or any other suffix will not work If you have forgotten your URL please take a look at the article beSome readers

• Can I login from WriteUpp.com?

  Yes, if you have forgotten your unique URL just go to WriteUpp.com and click on the login link at the top right hand corner of the page and login with your normal credentials. We will then automatically route you through to your unique URL. Alternatively just click here and we will take you straight to the login screeFew readers

• What Version of Windows/iOS am I Running?

  Windows/PC Click on the Windows logo in the bottom left-hand corner Click on the cog logo From the **Windows Settings **pop up click on System On the left-hand side, under System click About Under Windows specifications, it says the version you're running Mac/iOS Click on the Apple logo in the top left-hand corner of the screen Select About **This Mac **from the drop down A pop-up will appear which will tell you the name and version ofFew readers