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Your account, set up, notifications and more!
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 requ
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.cri
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 the
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 dia
How do I change my password?
To change your password: Login to WriteUpp Click on the menu at the top left of the application and select Settings In My Settings, shown below, click on "Change Password" Enter your new password then re-enter it an click "Change Password"
Is it possible to use a stylus (including the Apple Pencil) with WriteUpp?
With the release of the 2018 iPads, the Apple Pencil is no longer restricted to Apple’s “Pro” line of tablets. As a result, we’ve seen an increase in enquiries about WriteUpp’s ability to "work with" the Apple Pencil or other styluses. However, the answer is not totally straightforward. If all you want to do is use your stylus to tap and click just as if you were using your finger then WriteUpp (either web or app) will work just fine. However, if you're expectation is that you will be able to
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.
How do I change the email address that is associated with my WriteUpp account?
To change your email address within WriteUpp, you first need to log in using your old email address then: Go to Settings Open the users tab Find your name and click the 3 dots at the end of the row Select Edit Profile from the drop-down menu Put your new email address in the Email Address field Click Save Next time you log into WriteUpp you'll need to use this email address and your previous password
Guide To Customising WriteUpp
Here's a video showing how you can customise WriteUpp to suit your needs:
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 th
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 You
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_1v
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 Pay
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://writeupp.crisp.help/en/article
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:
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 i
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.
How do I print a receipt for my monthly subscription?
To print a receipt for your monthly 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'll be taken to the **payment confi
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 it
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.
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:
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 wa
Can I re-assign a notification?
When you receive a notification about an event in WriteUpp, you can re-assign any follow up work to one of your colleagues by converting the notification to a Task and allocating the resulting task to that person. To re-assign a notification: Open your notifications and find the one you would like to assign to someone else. Click on the Create Task icon within the notification: !(https://storage.crisp.chat/users/helpdesk/website/e42021f310753800/14bc90b1-eb53-40f3-9c86-fc4804_q13
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 be
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 payme
How can I ensure a notification is actioned?
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. When you open the notifications drop down, you'll see a Create Task icon within each one: Clicking on the Create Task icon will take you to the New Task page with th
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.
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 using the attached "blank" logo. This will replace your logo with an invisible logo.
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 you
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 window
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 yo
How do I see the payment history for my subscription?
To see your subscription payment history, simply follow the steps below: Open Settings Click on the Account tab Under the Your Account header click Show payment history From here you can see: Payment date Mechanism which you paid via Amount Status of the payment
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 informat
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 you
How do I switch to Direct Debit?
If you are currently paying via PayPal and you would like to switch to Direct Debit follow the steps below: Log in to your WriteUpp account Go to main menu (top left) and select Account Details Click on Switch to Direct Debit link at the top of the page: Complete the direct debit mandate, which will look this: !(https://storage.crisp.chat/u
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 of
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_1c