Settings - Services
Adding new, Custom Services in Client Engager
There will be times when the ‘services’ listed in your account don’t quite suit your needs - we try and add in plenty to get you started but there will be times when you want to add your custom service. But before you start adding in Custom Services, ...
Creating Service Groups and Widgets
Service Groups are a great way to keep your account neat and tidy and also generate those all important widgets on your Dashboard. So if you panic wondering why your newly created Service isn’t appearing on your Dashboard, it is because it hasn’t ...
Workflows, Phases and Checklists
In this deep dive we take a look at how services, phases and checklists work in Client Engager. These are the key steps in workflows and in this video we show you how to use each section and give you examples of how to use them. Workflows We know how ...
How to link services and service schedules
If you have a specific Service Schedule that you would like to use in Engager, you can do this but first you will need to edit or create the Document within Engager first. If you’re at this stage, head here first. In this video we take a look at how ...
Payroll schedules - weekly or monthly
We know that most people are providing services on a difference schedules that aren't linked to Statutory deadlines within Engager - a great example of this is providing Payroll services so how do you get these up and working for you? In this example ...