[BETA] Engage - Template Set-Up

This feature is currently in BETA and not available for all customers.

To get started with Engage, you'll need to customize your templates and settings. Once you're ready, simply click a button to switch your messages from PracticeQ to Engage.

By default, Engage comes populated with some default templates, but you will probably want to update those reminder and confirmation templates to the versions your clients are used to getting from PracticeQ. All templates are DISABLED, so you can choose which you want to use, and when. While you set up your templates in Engage, any messages you have with PracticeQ will continue. To customize your templates:

Open Engage:

Once you see the Engage menu item in your PracticeQ toolbar, you can access the application.
Click Templates → Appointments.
You will see options for the available message templates you can customize.

Open PracticeQ in a New Window:

1. Next, in a new browser window, [File > New Window] open up your PracticeQ templates.

2. Adjust your windows so they are side by side.

3. Click the Edit button in your PracticeQ templates.

4. Copy and Paste the text from your PracticeQ templates over to your Engage templates.

5. Be sure to update any PracticeQ Placeholders with the new Engage Variables.

Enable Engage:

When all of your templates are in a good place and you are ready to start using Engage with your clients, follow the steps below.

Go to More → Settings → Integrations → Engage.
Click the Start Now button. This will:
1. Disable your PracticeQ automated client messages.
2. Sync Engage with your PracticeQ appointments, clients and staff!
Log in to Engage, and enable SMS and/or Email for each message type you want to use.