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Weekly Live Session - August 20, 2023 (Client Onboarding Deep Dive)

This Weekly Live session was a deep dive into client onboarding for accountants, walking through a real day-by-day onboarding process run in Engager. It covers the latest product updates at the time — including dashboard drill-downs, a relationships layout on Kanban cards, a tidier client services view, checklist answer options, and custom document titles and placeholders generated automatically from custom fields — before working through a full onboarding journey, from thanking a client for completing a form through to day-three checklists, professional clearance letters, timing the first invoice, and collecting company details.

Key Takeaways

  • 0:00 – Welcome and overview of the session.
  • 2:09 – Latest updates, including personalised dashboards and widget drill-downs.
  • 4:11 – Dashboard drill-downs: clicking into dashboard widgets to see the underlying records.
  • 6:12 – A relationships card layout added to the Kanban board.
  • 8:14 – A tidier client services view.
  • 12:16 – New checklist answer options.
  • 14:17 – Customising document titles – for example, renaming a letter of engagement to a repricing letter of engagement.
  • 18:20 – Placeholders created automatically for every custom field, ready to use in documents and emails.
  • 26:24 – Walking through Engager's day-by-day client onboarding process, including professional clearance letters.
  • 30:24 – Timing the first invoice to go out seven days after onboarding.
  • 32:26 – Collecting company details via client-facing forms.
  • 42:31 – Taking payments with the Crezco integration.

Frequently Asked Questions

  • Do custom fields create placeholders automatically? Yes – every time you create a custom field, Engager creates a placeholder for it that you can use in documents and emails.
  • Can I change the title of a generated document? Yes – you can customise the document title, for example renaming a letter of engagement to a repricing letter of engagement.

Full Transcript

No transcript is available for this session. This video predates Engager's regular captioning of Weekly Live sessions, and no caption track exists for it either on the public video or in YouTube Studio's draft captions. The key takeaways above are instead drawn from the video's official chapter markers, description, and FAQs.