Welcome to PawsAdmin Training Program! Let's Get Started!
Estimated Time: ~20 minutes
Goal: Complete setup, walk through the basic workflow, and get your training 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.
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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. Training Services & Pricing (5 Minutes)
- Purpose: Define your training services and set your pricing.
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Action:
- Navigate: Left Menu > Admin > Settings > Products & Services > Prices and Services.(link)
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Add Services:
- Click "Edit" next to "Training."
- Click "+Add Price" and select "Training."
- Enter a "Checkout Name" (client-facing name).
- Select "Package Type":
- Single Usage (one session)
- Multiple Usage (package, e.g., 6-session Puppy Class)
- Unlimited (membership, recurring billing optional)
- Set the price.
- Set "1st/2nd dog price" for multi-dog discounts.
- Need Help? Email your price list to support for import assistance.
3. Trainer and Class Schedules (5 Minutes)
- Purpose: Define your trainers' and group class availability.
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Action:
- Go to: Admin > Settings > Calendar & Capacity > Service provider schedule. (link)
- Add Trainer: Scroll to "Add appointment team member," enter names, and click "Add."
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Set Schedule: Click "Manage Schedule" next to a trainer.
- Click "+Add new time spots." Set time ranges and days.
- Click "Preview" to review.
- Time-off/Closure: Use the "Time-off/closure" tab or the admin menu. [Link to specific page]
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Group Class:
- Click the calendar button (top right) and select "Group Training Class".
- Click "+Add New Class" and then add groups of sessions.
4. Trainer Accounts (3 Minutes)
- Purpose: Create login accounts for your trainers.
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Action:
- Go to: Admin > Settings > Team. (link)
- Add Accounts: Click "Add Account" under "Appointment Staff accounts."
- Select the trainer.
- Set username, email, and password.
- Check "Send welcome email."
- Click "Go."
- Note: For enhanced trainer permissions, consider setting up "store" account type for the trainer.
4. Client & Pet Profiles: Tailor Your Data (5 Minutes)
- Why: Track essential information.
- Action:
5. Online Booking & Payments: Streamline Your Process (5 Minutes)
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Online Booking (Optional):
- Navigate: Left Menu > Communications > Online Booking > Configuration (link)
- Customize colors, brand message, and cancellation window.
- Click "Update Configuration."
- Online Payments (Optional):
Additional Setup Options:
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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)
- Enable Birthday notifications
- Enable Report Cards to send to customer
- Enable Vaccination tracking for automatic reminders
- Enable Loyalty program for repeat customers
- Enable Review collection to build your online reputation
- Custom Training Notes Template: Create and personalize your own training 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:
Need assistance? Contact our support team at support@pawsadmin.com