C Engage

Engage

Make sure that you go back to Video 1 and Checklist 'Where to Start,' under the heading 'Store Setup.'

You must enter your email credentials and SMS settings in order to utilize this feature.

  • Click 'Engage'
  • Click the 'Sync' button to check for new messages
  • Click on email or sms in the top message grid or 'inbox'
  • Scroll to the bottom screen to read message

  • Utilize the buttons that are darkened for the following tasks:

  • 'To-Do' - create a to-do task from this message

  • 'Appointment' - schedule an appointment from the message
  • 'Email' - reply to the email
  • 'SMS' - reply to the text message
  • 'Assign to User' - assign to staff member for follow-up
  • 'Link to Customer' -link the message to an existing customer (if customer is already in the system, this button will automatically be the customer's name.)
  • 'Customer' - add a brand new customer
  • 'Complete' - mark message complete which removes it from the Engage message grid.
  • 'Delete' - deletes email from the engage grid, everywhereBridal and email provider (should rarely be used)