Connecting Accounts with PXME

Created by PX Marketing, Modified on Tue, 19 Aug at 2:07 PM by PX Marketing

Overview

This guide walks you through the process of connecting your Google account, Facebook/Instagram account, or Slack account with the automations inside PXME. Proper setup ensures that your accounts sync smoothly for communication, scheduling, and automation purposes.

Step 1: Access Settings

From the main PXME dashboard, navigate to Settings.
Scroll down to Integrations.

Step 2: Verify Google Integration

In the Integrations section, locate Google.
Ensure that your Google account is connected properly.
This connection is essential for calendar syncing, email integrations, and automation workflows.
Double-check that all permissions are granted.

Step 3: Verify Social Media Integration

Still under Integrations, locate Social Media.
Confirm it is connected if you plan to use it with PXME.

Step 4: Verify Slack Integration (Optional)

Scroll down to the Slack integration.
If your practice uses Slack:
- Ensure Slack is connected.
- Verify that PXME has the necessary permissions to send notifications and automate tasks inside Slack.
If you do not use Slack, you may skip this step.

Summary

By following these steps, you can connect your Google account, Slack account, and other supported integrations to PXME. This ensures that automations, notifications, and communications run smoothly within the platform.