Welcome to PawsAdmin Grooming Program! Let's Get Started!

Estimated Time: ~20 minutes

Goal: Complete setup, walk through the basic workflow, and get your grooming up and running.

Tip: To stay within the time limit, avoid getting stuck on a specific task. Fill in what you can, and if you have questions, write them down to review later or contact support.

1. Business Profile: Your Brand (2 Minutes)

  • Why: This info appears on invoices and communications.
  • Action:
    • Go to: Admin > Admin(new) Settings > Your Business.
    • Company Info: Click "Edit." Update your business details and "Save." (link)
    • Logo: Click "Edit." Upload your logo (PNG, JPG, etc.). "Update Logo" (skip if needed). (link)
    • Waiver: Click "Edit." Use our template ("Copy") or paste yours. "Save Waiver." (link)

2. Grooming Services & Pricing (5 Minutes)

  • Purpose: Define your services and pricing.
  • Action:
    • Go to: Admin > Admin(New) > Settings > Products & Services > Prices and Services. (link)
    • Services: Edit the default "Full Groom" and "Bath and Tidy" or add new services by clicking "+ADD NEW". Change "Type" to "Service Type". Example: "Nail Trim", "Bath". Click "Go".
    • Add-ons: add add ons such as "Oatmeal Shampoo" or "Nail Polish" by clicking "+ADD NEW". Change "Type" to "Add-on". Click "Go".
    • Need Help? Email your price list to support for import assistance.

3. Grooming Schedules (5 Minutes)

  • Purpose: Set your groomers' availability.
  • Action:
    • Go to: Admin > Settings > Calendar & Capacity > Service provider schedule. (link)
    • Add Groomers: Scroll to "Add appointment team member," enter names, and click "Add."
    • Set Schedule: Click "Manage Schedule" next to a groomer.
      • "Who & What": Check the services they provide.
      • Scheduling Type:
        • Spot-based (e.g., 2 pets at 8 AM): Leave both options unchecked.
        • Stacked (e.g., 9 AM - 4 PM with flexible durations): Check "Enable end time" and "Remove overlapped vacancies".
      • Click "Update".
      • Add Availability: Click "+Add new time spots." Set time ranges and days.
      • Preview: Click "Preview" to review. 
      • Set Exceptions:  Go to the daily calendar to open new spots.  Or, scroll to current bookings and click the red edit button to modify or remove existing time slots.
      • Time-off/Closure: Use the "Time-off/closure" tab or the admin menu. (link)
    • Need Help? Email your price list to support for import assistance.

4. Groomer Accounts (5 Minutes)

  • Purpose: Create login accounts for your groomers.
  • Action:
    • Go to: Admin > Settings > Team.  (link)
    • Add Accounts: Click "Add Account" under "Appointment Staff accounts."
    • Select the groomer.
    • Set username, email, and password.
    • Check "Send welcome email."
    • Click "Go."
    • Other account types: Admin, Store, Clock-In/Out. follow the same process.

3. Client & Pet Profiles: Tailor Your Data (5 Minutes)

  • Why: Track essential information.
  • Action:
    • Go to: Admin > Admin (New) > Settings > Clients & Pets > Tracked Fields.
    • Pet Fields: Review and disable irrelevant fields. "Add Custom Field" for unique data.  (link)
    • Client Fields: Click the "Client" tab. Review and customize fields. (link)

4. Online Booking & Payments: Streamline Your Process (5 Minutes)

  • Online Booking (Optional):
    • Navigate: Left Menu > Communications > Online Booking > Configuration (link)
    • Customize colors, brand message, and cancellation window.
    • Click "Update Configuration."
  • Online Payments (Optional):
    • Navigate: Left Menu > Admin > Integrated Payments (link)
    • Connect your Stripe account.
    • Require Payment Info at Booking (Optional):
      • Go back to Online Booking > Configuration (link)
      • Check "Auto-match clients" and "Credit card/deposit required at booking."
      • Click "Update Configuration."
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Additional Setup Options:

  • Automated Marketing: Communications > Marketing to enable automated birthday wishes, welcome new customers, vaccination reminders, report cards, loyalty program, newsletter, review collection, and more. (link) (optional)

    Navigate to: Left menu → Admin → Admin(NEW) → Marketing (link)

    1. Enable Birthday notifications 
    2. Enable Report Cards to send to customer
    3. Enable Vaccination tracking for automatic reminders
    4. Enable Loyalty program for repeat customers
    5. Enable Review collection to build your online reputation
  • Custom Grooming Notes Template: Create and personalize your own grooming notes format (link)

With the common setup steps complete, let's explore how things work in PawsAdmin in Step 2/3: Workflow (15 minutes).

Next Steps:

  • Step 2/3: Workflow (Link) (15 minutes)
  • Step 3/3: Going Live (Link) (5 minutes)

 

 

Need assistance? Contact our support team at support@pawsadmin.com