Engagement Enrollment

In your listing of active clients, you'll notice a handshake icon in the lower right for each client (next to the gear icon and download buttons).  Click the handshake to bring up that client's Engagements.


Starting an Engagement

If the client isn't in an active Engagement, click + Engagement to add him/her.


Pick from your Engagement Templates to save you some work (and you're also free to start from scratch).  Setting up an Engagement it essentially the same as setting up a Template: get everything the way you like it and hit the Create button below.

Once an Engagement is created, you'll be able to see a couple new things. Firstly, in this area (found by clicking on the handshake icon for that client) you'll have this easy-to-view display of the entire Engagement.

The sections entitled Invoices, Appointments, and Notifications can all be expanded or collapsed using the arrows on the right side.

Back in the client listing (and near the avatar of a given client's Client Page), you'll now see a progress bar. It'll show a breakdown of requested, approved and verified appointments so you can, at a glance, gather how far along that client is in an Engagement (relative to the allocation). Hover over any piece of the progress bar to find out exactly what it means.
You can sort your client list by Engagement, too. Just click on the sort arrows >> Engagement. Clients who are not in an Engagement will be at the bottom of the list.