10 Steps to Full Setup Series
10 of 10: Seamless Integration for Streamlined Workflows
Integrate Client Engager with your favourite apps for a seamless workflow. Discover how to connect with other tools, set up each client for success, and manage data in bulk. Integrations Quickbooks / Xero - Link Client Engager with the bookkeeping ...
9 of 10: Maximize Efficiency with Portal Customization and Automation
Elevate your client experience with a customised portal and streamline your tasks with automation. Learn how these tools can transform your practice's productivity and client engagement. Lastly, we recommend you to navigate to 'File Name Templates'. ...
8 of 10: Enhance Communication with Custom Email Templates
Consistency in communication is key. Learn how to create email templates, automations and get your communications syncing with Engager - let’s help you save time and maintain your brand's voice. Custom Email Templates Making your client ...
7 of 10: Importing Your Clients Made Easy
OK, now you’ve got your practice’s preferences and workflows up and running - now comes the biggy - the Import of existing clients Following these steps is going to be crucial to you and getting everything firing on all cylinders - you’ve set the ...
6 of 10: Craft Your Pricing to Perfection
Pricing your Proposals and more Setting the right price is crucial. Let's explore how to use the pricing features in Client Engager to create competitive and profitable pricing strategies Read on for a our how to or watch our brief video - ...
5 of 10: Notifications, User Mentions, Custom fields and Forms
Notifications and how to set them up Notifications will let you know a variety of things to help draw your immediate attention and help you remain on track - we’re strong believers in keeping your email inbox as clear of non-critical updates as ...
3 of 10: Organize Your Services and Dashboard
What is a service and how does it affect my Dashboard A service is anything from looking after a firm’s Year End accounts to registering somebody for VAT; it’s a service that you provide to your client throughout as part of your service. Some of ...
2 of 10: Customize Your Documentation with Ease
Ready to tailor your documents? In this section, we want you to get comfortable with our handy, default document section and be able to customise these to your practice’s preference. Think of a document as anything from a Professional Clearance ...