My WriteUpp Subscription
How do I unsubscribe or cancel my account?
Unsubscribing or Cancelling your account is very straightforward. To unsubscribe follow these steps: Go to Settings -Account Click on "Unsubscribe from WriteUpp" towards the bottom of your screePopularHow do I change my password?
You can change your password at any time from 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. You'll have to enter your old password first and then you can enter and repeat your new password: (https://storage.crisp.chat/users/helSome readersCan I freeze my account?
Unfortunately, we don't provide the option to freeze your account. Given the modest monthly sum we charge, we don't offer this facility, as we'd still need to cover the costs of holding your data. However, if you do need to pause your account for any reason, please do get in touch with us via email (support@writeupp.com) or live chat at the bottom of the page and we'll talk you through your options. Alternatively, if you'd like to unsubscribe, you can find out how to do that here (https://heFew readersHow to resubscribe to WriteUpp
If you have unsubscribed from WriteUpp and later changed your mind, or we have failed to receive payment meaning your site has been unsubscribed, then it is possible for you to resubscribe from the Account tab, as along as your site has not been deleted. Resubscribing couldn't be easier, here's how: To access the Account tab, go to Settings -Account or select Account Details under the main menu. IFew readers
Customise your WriteUpp
How do I add my practice logo?
Under Settings -Organisation, you can choose to upload an image of your practice logo to customise your unique instance of WriteUpp. The logo you add here will then appear in the following places: Document Templates Online Booking Within the Organisation tab, scroll down to the "Logo" section: (https://storage.crisp.chat/users/helpdesk/website/3bdaSome readersHow 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.Few readersHow 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 for this. Simply right click the white area below, above the 'Blank white image' text, and choose Save Image As.. (or similar, depending on your operating system) to save the image to your computer: Blank white image (https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/blank-white-image-coFew readersI don't call my customers "clients" - 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 them as Patients, whilst others may wish to refer to them as Clients or Customers. To customise how you refer to your clients: Go to Settings -General Scroll tFew readers
My Notifications
How do I manage my notifications?
To manage your notifications, click on your username at the top of WriteUpp and choose Manage next to Notifications. You'll then see a list of all of the events that you can generate a notification for in WriteUpp. Here, you have the option to specify how you are notified about these 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 rightSome readersWhat 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 up-to-the-minute, business critical information. Notifications can be accessed by clicking on your name at the top right hand side of the page: The number to the left of yFew readersHow 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 into 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 oFew readersHow 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 readersHow do I clear my notifications?
To clear your notifications just click on your username and select the X in the top right of the notification you wish to delete: Alternatively, clicking on Remove All will delete all of your current notifications:Few readersHow 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 notification dropdown that appears In the list of events, tick the box listed under the Don't show column for any notificatFew 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 from the main menu Click on the Account tab Under the Your Account header, click Reveal next to Bank Account: Your bank account details will be displayed. Click the Change bank details link A pop-up will appear asking you if you arSome readersHow do I switch to Direct Debit?
If you are currently paying via PayPal but you would like to switch to Direct Debit: Log into 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 mFew readersHow 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 beside Next Bill: From the Payment history list, find the subscription you'd like to print a receipt for and click Printable Payment Summary:Few readersSkipped PayPal Payment
You have been directed to this article because we are having a problem processing your subscription payment for WriteUpp through PayPal. We use PayPal to process credit card payments for WriteUpp subscriptions 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. When you subscribe for WriteUpp we set up a payment profile for you with PayPal. This payment profile consists of: an amount a paymeFew readersHow 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: In WriteUpp, go to Settings and open the Account section Click the green update subscription button, which can be found at the bottom of the page Log into PayPal using the account you'd like to subscribe with and follow the instructions on screenFew readersHow do I unblock my account?
As a commercial business, we need to be 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 thFew 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 scroFew readersHow do I find the WriteUpp Marketplace?
The WriteUpp marketplace, containing exclusive benefits for WriteUpp subscribers, can be found be opening the main menu at the top left of your screen and choosing Marketplace from within the Settings & Tools section: Here you'll see a list of our partners and details on how to take advantage of the offers available from each one.Few readersWhat 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/whatFew readersHow to use the HTML Text Editor
The HTML editor is used in a number of places throughout your WriteUpp site. It is used for composing notes, documents and messages or when editing things like your Invoice Footer in settings. In this article, we will go through the tools available to use in this editor and how they work. Format: Use the format tool to edit your text. There are 6 heading size options, with 1 being the largesFew 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 featureSome readersLive chat within WriteUpp
The Live chat icon is displayed in the bottom right of you WriteUpp site to provide you with a quick and easy way to access customer support any time of the day. We do however recognise that the chat icon can sometimes get in your way, and you don't always need or want to see it! Therefore, you'll find a switch under Settings -My Settings which allows you to control the default chat settiFew readersWriteUpp – 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 a picture?! We are big fans of CloudApp here at WriteUpp. It is an easy to use screen recorder that allows you toFew 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 suPopularHow do I Dictate in WriteUpp?
While we don’t have dictation software built into WriteUpp, as long as the device youFew readersKeyboard shortcuts for Windows and Mac
Basic Keyboard shortcuts 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 shortcuts 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 windowFew readersMaking 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 thFew readersHow can I implement my cancellation policy
To implement your cancellation policy, simply follow the steps below: Reference on your website and social media what exactly your cancellation policy is - if the information is readily available it will reduce the number of no shows If you have the Online Booking add-on, include any cancellation information on the homepage of your Online Booking site - Read more (https://help.writeupp.com/en/article/how-do-i-change-the-welcome-heading-and-text-on-the-homepage-of-online-booking-1i4lo7Few readersHow 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.Few readers
My WriteUpp FAQs
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 screen.Few readersWhat Version of Windows/iOS am I Running?
Windows/PC Click on the Windows logo at the bottom of your screen Click on Settings, represented by a cog logo From the left-hand side, select System Under System, scroll down until you find About. Click it Under Windows specifications, it will state the version of Windows 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 appeaFew readers