Engage - Setup Guide

Use the following checklist to get started with Engage!

• Learn About the Engage Toolbar
• Create Patient Groups
• Review the Patient Communicator
• Manage Email Notifications for Practice Staff
• Upload Your Practice Logo
• Set Office Hours and Away Response
• Set Up Your Appointment Reminders
• Set Up Your Appointment Confirmations
• Set Up Your Birthday Reminders
• Set Up Your Missed Appointment Notices
• Set Up Your Recall Requests
• Set Up Your Save the Date Messages
• Edit Your Thank You Templates
• Activate Your Engage Settings (this step deactivates specific PracticeQ emails and activates Engage messaging)
• Connect Your Practice Google Account to Engage
• Connect Your Practice Facebook Account to Engage
• Customize Your Review Requests
• Review the Opt Out List
• Check Your Review Management Settings
• Build Your Template Library
• See How EasyFill Works
• Learn About Broadcast Messages
• Learn About Campaigns
• Review Engage FAQs