After configuring your Socket Engage settings and setting up your Terms and Conditions and Privacy Policy, you’re ready to prepare your Engagement Letters and Service Schedules.

To create your Engagement Letters in Socket Engage, click on ‘Engagement Letter Templates’ which will direct you to Document Templates, also accessible from the left-hand navigation bar. If you already have an Engagement Letter in place, it will appear in the list. To create a new one, click + New.

Choose Socket Engage and Select the type of engagement letter you need, either for an individual or organisation, and give it a clear name to help you identify it when creating a Proposal.

Once selected, the editor allows you to fully customise the content in each section, similar to the Terms and Conditions and Privacy Policy editor. Check out our guide

on Editing your Documents.

The bottom section, 'Schedule of Services', is dynamically linked to your service schedules and cannot be edited here.

Once you have customised your templates, they are ready to be used in your proposals!

To set up service schedules in Socket Engage, click on Service Schedule Templates and select one of the pre-built template for various different services, such as Management Accounts or External Reporting etc, depending on the services you provide.

Edit the content as needed to fit your practice and save.

Then all you need to do is link the schedule to a service by navigating to Service & Pricing and editing your Pricing Menu, the process for doing this can be found in our Service Schedules help guide.

You can now start creating Proposals with your Engagement Letters 🎉

Navigate to ‘Home’ and click on + New.

Choose the appropriate engagement letter template and create your Proposal as normal. For more information on Proposal creation, head to our guide here.