Weekly Live - 19th November 2025
Catch up on this Engager live training session
Takeaways
- Engager Live session overview and Q&A
- Update on Tax Calc integration
- Setting up emails for new staff members in Engager
- Viewing completed and invoiced jobs
- Managing self-assessment deadlines and firm performance
- Setting and managing staff permissions
- Allocating supervisors and understanding their role
- Using OpenAI/ChatGPT for creating service schedules
- Information on Engager Hub meetups
- Tracking and reviewing time logs for staff