Universal Linking is a new feature that makes connecting your clients to your portal easier than ever. Follow these simple steps to guide your clients on how to use this feature to link their mobile app to your instance effortlessly.

Step-by-Step Guide

Step 1: Share Your Unique Portal Link

• Provide your client with your unique portal link, which will look something like: [Mypractice].portal.engager.app/mobileAppQuickLink.

• It's important to make sure 'mobileAppQuickLink' is added to the end of the link. This ensures it works seamlessly for your clients.

Step 2: Client Opens the Link

• Ask your client to click on the link from their mobile device.

• If they haven't downloaded the app yet, the link will prompt them to download the Engager app from their app store (either iOS or Android).

Step 3: App Installation and Automatic Linking

• Once the app is installed, have them open the link again (or simply continue if the link prompted them during download).

• The app will automatically link to their portal instance without needing any manual setup, such as scanning QR codes.

Step 4: Confirm Access

• Once linked, the client should be able to open the Engager app and see their linked account with your practice.

• They will have access to all the documents, requests, and communication channels that you've shared with them.

Tips for Your Clients

• Help Is Available: Let your clients know they can reach out if they experience any issues during the linking process.

• Portal 'How-to' Video: We put together a useful 3-minute video you can share with your clients. Here's a link: https://m.youtube.com/watch?v=NQ683pp1Xe0&t=1s

Troubleshooting

If your client faces any trouble, here are a few common solutions:

• Ensure the Correct Link: Double-check that 'mobileAppQuickLink' is added to the end of the URL.

• Reopen the Link After Installation: If the app was installed but didn’t link automatically, your client should try opening the link once more.

Universal Linking is all about simplifying the connection process for your clients, giving them an effortless way to get started and access everything they need. Feel free to share this guide directly with your clients to help them get up and running smoothly.