How to Get Started

How to Get Started

Thank you and welcome aboard to Engager! We can't wait to help you and your practice become the best possible version of itself. 

When starting out with any new software, it's always advisable to take a moment go through set up guides and to tell the system what you want it to do and how you want it to behave. Skipping these steps can cause you headaches later down the line, so for the smoothest possible set up, work through our Help Centre guides, watch our videos and ask questions as you go - we're available on support@engager.app for any questions you have!

 

10 Steps to Full Set Up 

Here's our 10 Steps to Full Setup and you should work through these one by one

Or why not watch our very own master and chief, Johann, take you through how he recommends setting up client engager in the first instance but remember there’s no wrong way to do it, we believe this is the most efficient way to do it time-wise.

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