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.
  • 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.
  • Action:
    • Navigate: Left Menu > Admin > Settings > Products & Services > Prices and Services.(link)
    • 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.
  • Action:
    • Go to: Admin > Settings > Calendar & Capacity > Service provider schedule. (link)
    • Add Trainer: Scroll to "Add appointment team member," enter names, and click "Add."
    • 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]
    • 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.
  • 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:
    • 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)

5. 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."
  •  

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 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:

  • 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