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Agents

Getting started as an Agent

Activate your account, log in, and get oriented with the Engage Backoffice

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Activating your account

When your Administrator adds you to Pexip Engage, you receive an invitation email. To activate your account:

  1. Open the invitation email and click the activation link.
  2. Enter your First name and Last name.
  3. Confirm your Email address.
  4. Create a Password. Your password must meet the following requirements:
    • At least 1 number
    • At least 1 symbol
    • No repeating parts
  5. Select your preferred Language.
  6. Select your Timezone.
  7. Click Activate to complete setup.

Logging in

  1. Navigate to your Backoffice URL (for example, https://client.skedify.me/).
  2. Enter your email address and password.
  3. Click Log in.

If this is your first login or you have forgotten your password, click Forgot Password to receive a password reset email.

Familiarising yourself with the Backoffice

Once logged in, you will see the following areas:

Screen 1 Agent Backoffice overview

Calendar tab

The Calendar tab displays your appointments organised by date. Use the date picker to navigate to specific days and view your schedule.

Appointments tab

The Appointments tab lists your appointments organised by status (for example, Upcoming, Completed, Cancelled). Use this view to quickly find appointments that need attention.

Team tab

The Team tab shows information about your office and colleagues. Depending on your permissions, you may be able to view team schedules and assignments.

Help

Click the Help button to access online documentation and support resources.

Account settings

Access your account settings to manage your profile, calendar connections, appointment hours, and preferences.

What’s next?

Now that you are set up, take these steps to start receiving appointments:

  1. Link your calendar – Connect your work calendar so appointments sync automatically.
  2. Set your availability – Configure your appointment hours so customers can book with you.
  3. Review your account settings – Update your profile picture, contact details, and preferences.