How do I login to the Engagex Agent Portal?

To login to your account, go to engagex.com and click the orange "Login" button at the top right corner of your screen. You can also go directly to the login page at portal.engagexapp.com.

How can I adjust the available appointment times on my Engagex calendar?

1. Login to the Engagex Agent Portal
2. Navigate to the "Calendar" tab
3. Click "Manage Schedule"

How do I block off a day on my Engagex calendar?

If you don't want any appointments on a specific day, you can remove all appointment times on that day.

1. Login to the Engagex Agent Portal
2. Navigate to the "Calendar" tab
3. Drag and drop the black tab labeled "blackout days" onto any specific day that you don't want appointments

How do I remove a single appointment time from my Engagex calendar?

1. Login to the Engagex Agent Portal
2. Navigate to the "Calendar" tab
3. Hover over an appointment time slot
4. Click the red "x" that appears to remove the appointment

Can I set up multiple Engagex calendars?

You can set up multiple calendars in the Agent Portal. We recommend using this feature when you have multiple team members taking appointments at the same times.

How do I set up multiple Engagex calendars?

The easiest way to set up additional calendars is to reach out to your account manager. You can also go to the "Offices" tab on the Engagex Agent Portal and use the calendar drop-down menu to create a new one.

What should I do if someone doesn't show up for their appointment?

If you're on one of our Guaranteed Appointment packages, we'll replace up to 3 no-shows each month. For us to replace the no-show, you'll need to let us know within 48 hours of the appointment time.

1. Login to the Engagex Agent Portal
2. Navigate to the "Calendar" tab
3. Select the appointment
4. Click the dropdown menu next to "Action"
5. Select "No-Show"
6. Click "Save"

How do I reschedule an appointment on my Engagex calendar?

If you need to reschedule an appointment that has been set, but hasn't occured yet...

1. Login to the Engagex Agent Portal
2. Navigate to the "Calendar" tab
3. Click the appointment on the calendar that you would like us to reschedule.
4. A pop-up box will appear. Click the dropdown menu next to "Action"
5. Select "Reschedule Appointment"
6. Click "Save"

What should I do if I have multiple offices?

If you have more than one office and you would like appointments for both, your account manager can help you. Your options may vary depending on how you want to handle the appointments. Your account manager will direct you to the best option for you and your offices.

How do I upload my list of names?

For security reasons, we do NOT accept lists via email. You must upload the list to our secure Agent Portal.

1. Login to the Engagex Agent Portal
2. Navigate to the "My Files" tab
3. Click the box that says "click here to upload"
4. Select the list from the files on your computer

What is a "Schedule/Location Conflict"?

A schedule or location conflict happens when your customer requests to meet at a time or location that you don't typically have available. These requests require you to approve or suggest an alternate appointment time/location. Conflicts do not count as appointments set until we have received your response and made contact with the customer again to let them know.

How do I respond to a schedule/location conflict?

1. Login to the Engagex Agent Portal
2. View the "Action Center" on the Agent Portal Dashboard
3. Select the conflict you would like to resolve
4. Click "Action"
5. Approve or suggest an alternate time/location

How do I remove a single client from a list that has already been imported?

1. Login to the Engagex Agent Portal
2. Navigate to the "Leads" tab
3. Use the search bar to find the customer you'd like to remove
4. Select the lead and remove it from the list

How do I update my payment method?

1. Login to the Engagex Agent Portal
2. Navigate to the "Billing" tab
3. Here, you can add a new payment method

How do I run reports for calling performance?

1. Login to the Engagex Agent Portal
2. Navigate to the "Reports" tab
3. Here, you can see all the calls we have made and any appointments we have set within the past 6 months

How do I increase or decrease the amount of appointments being set?

To change your package type or size, all you need to do is reach out to your account manager. They will be able to help you with any changes you want to make.

How do I place my account on hold?

You may choose to suspend calling services for up to 2 months at a time. Each hold must be followed by a paid month of service. When you choose to put your services on hold, you agree to pre-pay for the month of service following the hold. If you decide to cancel your service while your account is on hold, you agree to forfeit the prepayment. Reach out to your account manager to place your account on hold.

How do I cancel my account?

After the initial 90 day agreement, our service contract is month-to-month and will automatically renew each month (whether you upload names or not) until you give us notice of your cancellation. If you cancel within the first 90 days, there will be a $150 fee. To cancel your services, you're required to send the request in writing by emailing customerservice@engagex.com. Your request to cancel must be made by the 15th day of the month prior to the next billing period.

• For example, if you wanted to end your services effective June 1st, you must make the written request by May 15th.