10 Steps to Full Setup Series

• 1 of 10 Simple Steps to Setup Client Engager
• 2 of 10: Customize Your Documentation with Ease
• 3 of 10: Organize Your Services and Dashboard
• 4 of 10: Streamline Processes with Effective Checklists
• 5 of 10: Notifications, User Mentions, Custom fields and Forms
• 6 of 10: Craft Your Pricing to Perfection

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Getting Started

• Self Assessment Service, Forms, Payment Reminders, Payment on Account and Automation
• Getting Started with the Engager Client Portal
• How to customise your dashboard
• How to set up your firm's information and preferences
• Overview of Client Engager
• Importing Clients

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Settings - Documents

• Document Designer: Customising Your Documents
• Ad Hoc (adhoc) Documents and PDFs
• Setting up your professional letter of clearance
• Creating Esign Templates
• How to create and edit a Letter of Engagement within Engager
• How to add and customise document templatesHow to add and customise document templates and Letters of Engagement

Settings - Services

• Payroll schedules - weekly or monthly
• How to link services and service schedules
• Workflows, Phases and Checklists
• Creating Service Groups and Widgets
• Adding new, Custom Services in Client Engager

Settings - Pricing

• Are you providing your service as a package /bundle / monthly service
• Catch- Up Fee
• Pricing Deep Dive

Settings - Other

• Turning on two factor authentication
• How to manage folder structures in Client Engager
• Creating and managing Users, Departments and their Permissions in Client Engager
• Using Custom Fields
• Setting up default terms
• Settings for the client portal

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Clients - CRM

• Prospects
• How to delete a client record
• Logging meetings and calls
• How to use 'Click-to-dial'
• How to manage client records

Clients - Client Portal App

• How to Download Files from the Engager Mobile App
• How your client can link the portal mobile app using a 'Universal Link'
• How to set up the client portal app via QR code

Clients - Folders, Files & E-Signing

• How to request Esignings / Client Document Approvals

Clients - Navigating the Client Menu

• Overview of Menus in Client View
• Navigating the Client Page

Clients - Setting Up & Maintaining a Client

• Adding a new client from Compnaies House
• Creating and customising Letters of Engagement
• Tax References
• Bulk Editing Clients
• Adding a new Ltd, CIC or LLP

Deadlines

• Tasks, Reminders and Managing your To Do List
• Master your Deadlines and Jobs
• User Mentions
• How to create a checklist
• Viewing deadlines / jobs in Engager
• Looking at a deadline card

Automations

• How to use the Automations
• Setting Up Automated Emails / Global Auto Reminders
• Setting Up Status Emails

Communication

• Automatic Email Linking in Engager
• How to Add Linked Images to Document and Message Templates in Engager
• How To Manage Emails In Client Engager
• How to integrate and manage your emails in Engager, for Gmail and Microsoft365 / Outlook (M365)
• Configuring emails when not using an API
• Bulk sending Emails

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Forms

• How To Use Forms

Partners and Integrations

• Using Crezco in Client Engager
• How to use Armalytix in Client Engager
• How to use Xama and Engager for AML Checks
• How to set up and use the Xero Intgeration

Time Tracking

• Time Tracking Logs and Staff Costs

FAQs

• Confirmation Statements CS01 and your Engager Account
• How to issue a letter of engagement for additional services.
• Happy Birthday Service
• MTD IT FAQ and Key Takeaways
• Getting ready for MTD IT and how to manage within Engager
• Married Couples, Portals, Sharing Email addresses & E-signing

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