10 Steps to Full Setup Series
A series guiding you through the full setup of Client Engager.
1 of 10 Simple Steps to Setup Client Engager
Welcome to step 1 of 10 in our Client Engager setup series! Let's set the foundations by entering your company information, defining default terms, a...
2 of 10: Customize Your Documentation with Ease
Ready to tailor your documents? Our second email will show you how to create and manage document templates that reflect your practice's needs. Here's ...
3 of 10: Organize Your Services and Dashboard
Optimise your workflow by setting up service groups and designing a dashboard that gives you a clear view of your tasks and appointments. Here’s how: ...
4 of 10: Streamline Processes with Effective Checklists
Keep your deadlines and tasks in check! We're delving into creating powerful checklists in Client Engager. Discover the process here: https://help.en...
5 of 10: Personalise Your Notifications and Fields
Gain control over how you receive alerts and customise your data fields in Client Engager to fit your practice perfectly. Customise notification setti...
6 of 10: Craft Your Pricing to Perfection
Setting the right price is crucial. Let's explore how to use the pricing features in Client Engager to create competitive and profitable pricing strat...
7 of 10: Importing Your Clients Made Easy
Now that you've performed a lot of your setup, now's the exciting part. It's time to add your clients. You can do this by adding them one at a time, ...
8 of 10: Enhance Communication with Custom Email Templates
Consistency in communication is key. Learn how to create email templates that save time and maintain your brand's voice. Create custom email templates...
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...
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, a...
Discover the Core Features of Client Engager
Dive into the key features of Client Engager, including the mobile app, e-signing capabilities, and bulk communication tools. Learn how to use client ...
Master Deadlines and Client Engagements with Ease
Stay ahead of the curve by mastering the art of setting deadlines and creating engaging Letters of Engagement. Efficient management starts here. How t...