[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.

Template Set-up

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. During the time you are setting up your templates, any messages you hae with PracticeQ will continue. To customize your templates: 

Open Engage:

1. Once you see the "Engage" menu item in the top blue bar, you can access the application
2. Click that to open the Engage application in a new tab
3.  Then go to the "Templates" menu Item. There 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 into your PracticeQ templates

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

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

Enabling 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.

1. Go to More > Integrations > Engage
2. Click the "Enable Engage" button. This will:
   1. Disable your PracticeQ automated client messages.
   2. Engage will stay synced with your PracticeQ appointments, clients and staff! 
3. Login to Engage, and enable SMS and/or Email for each message type you want to use.

Go to your template setting page in Engage:

In a new window, go to your templates in PQ:

Copy the text from your PQ template over to your Engage Template: