I have recently subscribed to Engage, how do I get started?

Thank you for choosing ChangeGPS Engage to manage your client onboarding. To get the most from the Engage app, apply these initial configurations to customise your settings and services:

Watch this instruction video for a full overview of how to configure and use the Engage App:

Step by step instructions:

1. If a new member, during onboarding you will be guided to:
   1. update your company profile
   2. add your custom branding: upload your Logo and Letterhead images - here's how. 
   3. set your Global Letter Settings to customise the formatting of the letter and signature
   4. update your user profile to include a signature file, position type and personal qualifications
2. If a new member - create user accounts for your team and update your user profile/s
3. At the same time assign the new Engage App licences to the selected user profiles.
4. Customise the Engage Settings: Navigate to Settings > General > Application Settings to add the details as outlined in the Settings instructions.
5. Now review, add and customise Service Item templates and fees - here's how.
6. (Optional) Integrate with GoCardless Direct Debits for upfront, monthly and on completion services - follow these instructions.
7. (Optional) Connect with XPM to access your existing client list.
8. (Optional) Connect with Xero to integrate for invoicing.
9. (Optional) Use the ChangeGPS inbuilt Digital Signing feature to submit letters for electronic signature approvals and track the status
   
   

With these settings in place you are now ready to create your first Engagement letter