Getting started with BloomText

Overview

This guide walks you through setting up BloomText for your organization. You will create an account. You will invite coworkers. You will send your first message and your first file. You will install the apps and turn on notifications.

Some steps need the administrator (admin) role. Those are marked inline.

Prerequisites

• A work email address at your organization.
• The administrator role for steps that invite coworkers, change organization settings, or manage plans. See Administrative features for role details.
• A modern web browser for the initial signup. The desktop and mobile apps are optional but recommended.

Steps

1. Sign up

Did you get an invitation email from BloomText? Open it and click the link to accept. Then skip to step 2.

Otherwise, create a new organization at app.bloomtext.com/#/welcome. The first account in a new organization is automatically given the administrator role.

2. Invite your coworkers

Open the Directory tab. Look for the purple + button in the top-right corner. Click it. Enter your coworker's email address. BloomText sends them an invitation email. Once they accept, they appear in your directory.

Non-admins can also invite coworkers. Each invitation needs admin approval before the new member gets access. Admins see pending approvals as an in-app banner.

3. Send your first message

Open the Inbox. Click the + button at the top of the chat list. New chat opens. In To, type a coworker's name. Pick them, then click Message. Type your message and press Send.

Coworker-to-coworker messages stay inside BloomText and are end-to-end secure. Patient messaging works differently — see SMS messaging.

4. Send a file

Open any conversation. Click the + (More actions) on the left of the message box, then Attach. Pick the file you want to send, add a note if you like, and press Send. All files you send through BloomText are stored encrypted. Only people in the conversation can see them.

5. Install BloomText on your devices

BloomText works in any modern web browser at app.bloomtext.com. For daily use, most people also install the desktop app (for quick-login + native notifications) and the mobile app (for push notifications and a mobile-optimized inbox).

All four apps sync your inbox automatically. You can switch devices mid-conversation without losing context.

6. Enable quick-login (desktop only)

The Windows and macOS desktop apps support quick-login. It lets you sign in with a 4-digit PIN instead of your password. It also makes it easy to switch accounts on a shared workstation.

Open settings inside the desktop app. Go to Security. Follow the prompts to set a PIN.

7. Configure notifications

By default, BloomText sends you a push notification and an email each time someone messages you. You can change this in settings:

• Turn email or push off on their own.
• Turn on Do Not Disturb on a schedule. For example, evenings and weekends.
• Change notification preferences on a per-conversation basis.

Check who has seen your message

When a coworker views your message, Seen by and their avatar appear below it. Hover over the avatars on desktop to see who has seen it. Read receipts work on secure BloomText messages. They tell you who has seen a message, which helps confirm that time-sensitive updates were picked up.

For patient conversations, see Confirm the patient viewed the message.

Edge cases / gotchas

• Invitations expire. If a coworker does not accept their invitation in time, an admin can resend it from the directory.
• Admin approval for user-initiated invites. Non-admins can start invitations. The new member is blocked until an admin approves.
• Quick-login is desktop-only. The PIN flow is not available in the web app or on mobile.
• Notification email comes from a BloomText address. Make sure your organization's email filters allow notifications@bloomtext.com. Otherwise critical messages can land in spam.
• Multiple organizations. One BloomText account can belong to several organizations. Use the organization switcher in the lower-left of the app to move between them.

Step-by-step guides

• See new texts and reply
• Text patients from your business number
• Send a message later
• Read and reply to texts in another language
• Work a shared team inbox
• Find, filter and archive conversations
• Search your messages
• Reply to, react to and copy messages
• Use a message template
• Check delivery and fix failed messages
• When a patient replies STOP
• When texts to a patient aren't delivered
• Send, open and download files and photos
• Find a coworker or team and message them
• Start a new chat
• Call patients and see your calls (available on request)
• Fix your camera or microphone in a video call
• Host a team video room
• Guide: A new patient, from first text to ongoing thread
• Guide: Hand a conversation to a teammate
• Guide: A video visit, from scheduling text to follow-up
• Guide: Cover texts when you're closed

Related flows

• SMS messaging to patients
• Administrative features
• Update payment method