Help Centre

How Can We Help You?

Find answers to common questions and learn how to get the most out of Engagepoint.

Getting Started

Learn the basics and start using Engagepoint

1

Create Account

Sign up with your email and set up your organisation profile.

2

Add Your Location

Set up your business location, operating hours, and table layout.

3

Import Contacts

Import your existing customer database or start fresh.

4

Start Accepting Bookings

Share your booking link and start receiving reservations.

Feature Documentation

Learn how to use each feature effectively

Booking System

Accept and manage reservations from your customers with an intuitive booking system.

Online Booking Widget

Embed a booking form on your website or share a direct link. Customers can book 24/7 without calling.

Automatic Confirmations

Customers receive instant SMS confirmation with booking details, date, time, and location.

Reminder Notifications

Send automatic reminders 24 hours and 1 hour before the booking to reduce no-shows.

Booking Calendar

View all reservations in a visual calendar. Filter by date, status, or search by customer name.

Waitlist Management

When fully booked, customers can join a waitlist and get notified when slots open up.

Custom Booking Fields

Add custom fields like special requests, occasion, or dietary requirements to your booking form.

Contact Management

Build and organise your customer database with powerful segmentation tools.

Import Contacts

Bulk import contacts from CSV files. Map columns to fields and detect duplicates automatically.

Customer Profiles

View complete customer history including visits, spending, bookings, and communication preferences.

Smart Segmentation

Create segments based on visit frequency, spending, tags, or custom criteria for targeted marketing.

Tags & Labels

Organise contacts with custom tags like VIP, Regular, Birthday Month, or any category you need.

Export Data

Export your contact database to CSV anytime. Your data belongs to you.

Duplicate Detection

Automatically detect and merge duplicate contacts based on phone number or email.

SMS Marketing

Send targeted SMS campaigns to engage customers and drive repeat visits.

Broadcast Campaigns

Send promotional messages to all contacts or specific segments with a few clicks.

Scheduled Delivery

Schedule campaigns for future dates and times. Perfect for holiday promotions or event reminders.

Message Templates

Save frequently used messages as templates. Use variables like customer name for personalisation.

Delivery Reports

Track delivery status, success rate, and failed messages in real-time.

Custom Sender ID

Send messages with your business name as the sender instead of a random number.

Credit Management

Monitor your SMS credit balance and purchase additional credits when needed.

Payments & Billing

Manage your subscription, payments, and invoices all in one place.

Multiple Payment Methods

Pay via credit/debit card (Visa, Mastercard, Amex), direct debit, or bank transfer.

Automatic Invoices

Invoices are generated automatically after each payment and sent to your email.

Subscription Management

View your current plan, upgrade or downgrade anytime, and manage your billing cycle.

Payment History

Access complete payment history with dates, amounts, and downloadable invoices.

Credit Top-up

Purchase additional SMS credits or add-ons directly from your dashboard.

Billing Notifications

Receive reminders before subscription renewal and notifications for failed payments.

Account Settings

Manage your profile, team members, and security settings.

Team Management

Invite team members to your account. Each member gets their own login credentials.

Role Permissions

Assign roles like Admin, Manager, or Staff with different access levels and permissions.

Profile Settings

Update your business name, logo, contact information, and other profile details.

Password & Security

Change your password, enable two-factor authentication, and manage login sessions.

Notification Preferences

Choose which notifications you want to receive via email or SMS.

API Access

Generate API keys to integrate Engagepoint with your other business tools.

Loyalty Program

Build customer loyalty with points, rewards, and membership tiers.

Point System

Award points for every transaction. Set custom point values based on spending amount.

Reward Catalogue

Create rewards that customers can redeem with their points - discounts, free items, or vouchers.

Membership Tiers

Create Bronze, Silver, Gold tiers with increasing benefits based on customer lifetime value.

Birthday Rewards

Automatically send special offers or bonus points on customer birthdays.

Point Expiry

Set point expiration rules to encourage customers to redeem and return.

Loyalty Reports

Track point distribution, redemption rates, and most popular rewards.

Landing Pages

Create beautiful, professional landing pages for your business in minutes.

AI-Powered Editor

Describe your business and let AI generate compelling content and layout suggestions.

Custom Domains

Use your own domain name for a professional look. We handle SSL certificates automatically.

Mobile Responsive

All pages look great on desktop, tablet, and mobile devices automatically.

SEO Optimisation

Built-in SEO tools help your page rank higher on Google search results.

Booking Integration

Add a booking button that links directly to your reservation system.

Social Media Links

Connect your Instagram, Facebook, WhatsApp, and other social profiles.

Table Management

Visualise your floor plan and manage table assignments in real-time.

Floor Plan Editor

Drag and drop to create your restaurant layout. Add tables, sections, and custom areas.

Real-time Status

See which tables are available, occupied, or reserved at a glance with colour-coded status.

Auto Table Assignment

Automatically assign optimal tables to bookings based on party size and availability.

Table Capacity

Set minimum and maximum capacity for each table to prevent overbooking.

Section Management

Organise tables into sections like Indoor, Outdoor, VIP, or Private Room.

Walk-in Support

Quickly seat walk-in guests by selecting available tables from the floor plan.

Analytics & Reports

Track your business performance with comprehensive insights and reports.

Dashboard Overview

See key metrics at a glance - bookings, revenue, new contacts, and trends.

Revenue Reports

Track revenue by day, week, month, or custom date range. Compare with previous periods.

Customer Insights

Understand your customers with CLV analysis, visit frequency, and spending patterns.

Booking Analytics

Track booking trends, popular times, no-show rates, and cancellation patterns.

Campaign Performance

Measure SMS campaign effectiveness with delivery rates and engagement metrics.

Export Reports

Download detailed reports as PDF or CSV for accounting and analysis.

Frequently Asked Questions

Quick answers to common questions

You get 14 days of full access to all features without entering a credit card. After the trial ends, choose a subscription plan to continue using Engagepoint.

Most businesses can get started in under 30 minutes. Just create an account, add your location details, and you're ready to accept bookings.

Customers can book through your unique booking link, which you can share on your website, social media, or Google Business Profile. They select date, time, party size, and receive instant confirmation.

You can cancel bookings from the dashboard with one click. Customers receive automatic SMS notification about the cancellation. You can also enable customers to cancel their own bookings.

When you're fully booked, customers can join the waitlist. If a slot opens up, they automatically receive an SMS notification with a link to confirm the booking within a time limit.

Yes, you can import contacts from a CSV file. Map your columns to our fields and import thousands of contacts at once. We also detect duplicates automatically.

Segments are groups of contacts based on criteria like visit frequency, spending amount, or tags. Use segments to send targeted SMS campaigns to specific customer groups.

SMS costs depend on your subscription plan. Each plan includes a monthly SMS credit allocation. Additional credits can be purchased separately. One SMS credit equals one message up to 160 characters.

Yes, you can schedule campaigns to be sent at a specific date and time. This is useful for promotions, event reminders, or sending messages during peak engagement hours.

We accept credit and debit cards (Visa, Mastercard, Amex), direct debit, and bank transfer.

Invoices are automatically generated after each payment and sent to your email. You can also download invoices from the Billing section in your dashboard at any time.

Go to Settings > Account, then click 'Change Password'. Enter your current password and your new password twice to confirm.

Yes, you can invite team members from Settings > Team. Assign different roles with specific permissions to control what each team member can access.

Still Need Help?

Our support team is ready to assist you with any questions.

Email Support

Get a response within 24 hours

support@engagepoint.com.au

WhatsApp

Chat with us directly

+61 2 0000 0000

Business Hours

Monday - Friday

9:00 AM - 6:00 PM AEST

Ready to Get Started?

Sign up now and enjoy 14 days of free access to all features.