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Enginehire Help Center
Templates
Onboarding
Application Forms
Customers
Candidates
Client
Profile Builder
Booking Form Builder
Data importing
Analytics
Templates
Documents
Emails
SMS
Notes
Tasks
Integrations
Zoom
Stripe
Background checks
Square
Scout
Zapier
Calendly
Army of Nannies
Mailchimp
TruDiligence
Google Calendar
Backup Care Assistant
Community
Notifications
Candidates
Features
Profiles
Client
Candidate
Client & Candidate
Jobs
Placement
Shift Jobs
Payments
Pricing
Credits
Stripe
Tipping
Shift Job
Payment Information
Promo Codes
Planning document
Planning Document - Tutorial Video
Advance Search
Candidate Filters
Filters
Agency Demo Videos
Dental
Childcare
App
Notifications
Communications
Calendar
Onboarding
Jobs Preview
Settings
agency settings
Shift Jobs
Job board
Admin Settings
Notifications
Builders
Candidate Availability
Agency Directory
Jobs & Calendar
shift Job Calendar
Clock In Clock Out
Enginehire Team Internal Videos
invoice
Evaluations
Evaluation Settings
Ways to Grow and Make More Money
Gift Cards
Admin Dashboard Customization
Administrator Settings
Candidate Client Tables
Error
Authentication
Search
Add Ons
Branding
Events
Webinars and Training
For Candidates & Clients
Clients
Candidates
Other
Communication Log
Format
Tags & Types
Mobile
Documents
To Do List
Users
Resource
Email Blast
SMS
Analytics
map
Events
Accounting
Data Exports
Jobs
Candidates
Events
Caregivers
Bulk
Availability
Documents
Communication
SMS
email
Logs
Reviews
Email/SMS logs
Booking History
Placements
Matching Candidates and Clients
Templates
Create, update and manage email, SMS, document to be digitally signed and note templates
Edit Applications, Profiles, And Sections From The User Side and Without Going Into The Builder.
How to add SMS TEMPLATE triggers to send to clients when they request a shift and to candidate when client cancels a shift.
How to create an email template that gets sent to sitters when they are unassigned from a job
Push & SMS templates for broadcasting events
Documents
Turn An Image Into A Fillable Document.
Upgrade: How to send candidates individual documents to a client
How to customize/edit document templates for a specific client.
How to customize the submission message for documents
Adjust the order in which documents appear to users
How to preview document templates
How to use FIELD TAGS on your document templates.
How to set up a document that is signed by both the client and the candidate
How to set a document template so that candidates or clients can add it to their profile to sign themselves
How to send email notifications to candidates and admins when documents are expiring
How to add a document to multiple selected candidates and clients
How to create a document template or fillable form
Step by step way to convert PDF Files (ex. Government or 3rd Party files) into Fillable Forms in Enginehire.
Update status once all documents are signed
Get a link to a document
Allow Users To Edit Signable Documents, Contracts, And Agreements Before Signing.
How to edit a document
Can you pull information from a document into a profile?
Add A Payment Information Field To A Document And Charge Clients or Candidates When They Sign It.
Allow Multiple Documents to Be Added Into One File Upload Space.
See more
Emails
How to not include your footer in an email template
Set up/edit email template to candidate or client about tip notification for shift jobs
How to set up/edit email templates for shift job statuses
Edit/Set up confirmation email template for when candidate accepts a shift job
Set up email template for placement job statuses
How to add a matching condition on email templates
How to set up an email template for scheduling events
How to set up/edit the email that gets sent to references.
How to add a [[pets]] tag for email templates, like [[children]]
How to put different scheduling/Calendly links for different admins in the same template
How to send test emails?
How To Create Email Templates For Status Reminders
Edit Shift Job Declined Candidate Notification Template
How to set up the bulk assign candidate confirmation email template
How To Edit And Create An Email Template For The Broadcast Email Of Shift And Placement Jobs.
How to create/edit placement job broadcast email template
Auto change client or candidate status after a status reminder has been sent
How to add email template with type Shift Job Declined Client Notification
How to add a link to an email template to have candidate and client leave a review after a shift job
Email template for when document signed by client and is sent to candidate
How to set up the automatically broadcast new shift job email template
Admin status reminder if candidate or client has been at status for X amount of hours
How to set up an email template to be sent to a certain type of candidate or client
How to edit the email template for when you assign/send a candidate to a client
How to insert custom booking text fields to job email templates
Adjust The Shift Job Confirmation Email Template For Clients and Candidates Of A Booking.
New option for reminder emails to only be sent a certain number of times and then stop.
Option for email template based on client candidate relationship status
How to repeat status reminders
How to see if an email has been opened.
How to schedule an email for another time
Create an Automated Start Date Email Follow Up.
Create Reminder Emails to Send Before or After Scheduled Events.
Design Beautiful Email Templates
How to automatically include the secondary client email in every correspondence.
How to set up an email template for a certain date, birthday, or children's birthday
Remove content from an email template if the plug in tag is blank
How to customize email template for expiring documents
Set up an email template to admin based on status change
Edit email template for assigning to do tasks.
Attach document(s) to an email
How to add or embed an entire section into an email.
How to convert your emails into another language.
How to remind references to complete the reference check forms
Adjust the email template for the clock-in/clock-out reminder.
Attach Multiple Documents In One Email.
How to link an email template to a secondary status change
Have Client and Candidate Information Auto Populate In Emails To Clients and Candidate Or About Jobs.
Why is an email not sent when I change the status
Set up admin notification when payment is made/payment information added
Create An Automated Reference Check Email
Default emails - create news to over-ride the default ones.
Shift Job Assigned To Other Candidate Applicant Email Notification
Shift job cancelled email template
Edit Email For Shift Job Reminders
Where to find template tags to insert information from a profile or application into an email.
How to activate/deactivate an email template
Add Conditions to Email Templates
How to add hyperlink to an image in an email template
Set up/Edit reference email template for client references
Embed a video in an email
Where to go to edit emails
Automatically Broadcast new Shift Job to Favorite Email Trigger.
Event Broadcast Email Template
See more
SMS
Setting up and creating SMS templates for booking confirmations for candidates & clients
Create SMS templates for different Shift Job statuses
How to use Tags Feature in SMS Templates
*How to add SMS templates for shift job status change notifications
How to create an SMS template for shift job broadcast
How to create a SMS template for status changes
Adjust the SMS template for clock-in/clock-out reminders.
How to customize the sms template when sending a candidate reference to a client
Add additional conditions to SMS templates
Edit Reference Check SMS Reminder Template
See more
Notes
Add Interview and Intake Notes
Tasks
Creating a task template