Socket

Customising your practice settings, inviting team members, editing communication, adding testimonials, setting your branding and more!

Your Practice Settings

Notify additional users or mailboxes when events happen in Socket

Team Wide Notifications

Referral Program

How to setup and use Pricing and Design Proposal Templates

Pricing and Design Proposal Templates

How to configure Socket to send proposal emails from your own practice email domain.

Sending Emails from a Custom Address

Automatically send gentle email nudges to clients who haven’t signed yet

Proposal and Engagement Letter Reminders

Learn how to upload your digital signature in Socket and use dynamic tags to insert it into proposals, engagement letters, and other documents — no printing or scanning required.

Adding Your Digital Signature in Socket

Dynamic tags let you personalise proposals, engagement letters and templates in Socket. Insert placeholders like client name or signature that automatically populate when documents are generated.

Using Dynamic Tags in Socket

How ensure that Proposals and Engagement Letters are sent for internal approval before being sent to a client.

Approval Workflows

Create custom dynamic tags in Socket to personalise proposals, engagement letters and templates. Use the [ symbol to add tags and set default or manual values for each document.

Creating Your Own Dynamic Tags in Socket

Learn about user roles and permissions in Socket, including Apprentice, Member, Admin and Owner access. Understand what each role can do and how to choose the right level of access…

User Roles and Permissions in Socket

Rich Nicolson

Amy Mall

Simon Evans

Practice Settings

Go to App

About Socket

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.