Engage - Select a Location in the Engage Dashboard

All actions in Engage are location-specific, and each of your locations will send messages from a different outgoing number.

1. Click Engage from your PracticeQ toolbar.

2. Click the dropdown menu on the top right of the Engage dashboard.

3. Select the location for which you wish to edit settings.

The following settings are location-specific and will follow the location where the client is scheduled:

  • Review request templates
  • Google and Facebook account links
  • Appointment reminders
  • Appointment confirmations
  • Missed Appointment Notices
  • Recall settings
  • Birthday Reminders
  • Save the Date messages
  • Thank You responses (to appointment confirmations)
  • Patient Communicator threads

To learn more about Engage and how you can add it to your PracticeQ account, click here.  

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