How To Guides
Equigate How To Guides
Let's find the answers together
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Getting Started
Discover the ultimate beginner's guide to getting started with Equigate! This playlist is packed with step-by-step tutorials designed to help practitioners set up their accounts, navigate key features, and hit the ground running. Perfect for new users who want to master the basics quickly and efficiently.
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Adding Clients
Simplify the process of adding new clients and managing your communication! This playlist provides a clear guide to setting up client profiles and using messaging tools to stay connected and provide excellent service.
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Invoice Like A Pro
Get paid faster and stay organised with our invoicing playlist! These videos cover everything from creating and sending invoices to tracking payments and managing client billing. Essential for practitioners who want to simplify their financial workflow.
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Reports Made Simple
Dive into this playlist to master the reporting tools in Equigate. Learn how to create detailed client reports, customise templates, and share updates with ease. Perfect for practitioners who want to enhance their professional communication.
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Mastering Appointments
Learn how to manage appointments like a pro with this comprehensive playlist! From booking and scheduling to rescheduling and reminders, we cover everything practitioners need to know to streamline their appointment management and keep clients happy.
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Practitioner Tips
Explore the features you didn’t know you needed! This playlist showcases all the additional tools and tips practitioners can use to optimise their workflow and elevate their client experience.