Retail Onboarding Guide: Step 1 of 3 – Set Up

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

Estimated Time: ~20 minutes

Goal: Complete setup, walk through the basic workflow, and get your daycare 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. Set Up Your Business Profile (2 Minutes)

This information will be displayed on invoices, reminders, and other communications.

• Navigate: Left Menu > Admin > Settings > Your Business. 
• Company Info:
  • Click "Edit" next to "Company Info." (link)
  • Update your business name, phone, email, and address.
  • Click "Save."
• Logo:
  • Click "Edit" next to "Logo." (link)
  • Upload your logo (PNG, GIF, JPG, JPEG). 
  • Tip: Right-click and save your logo from your website.
  • Click "Update Logo." (Skip if you don't have one yet)

3. Add Your Retail Products(5 Minutes)

• Navigate: Go to Left Menu > Quick Add > Retail (link)
• Click "Add Retail" in the top-right corner (link)
• Enter product details like name, price, and other information.
• Need Help? Email your retail list to support for import assistance.

4. Configure Online Shopping & Payments (2 Minutes) (optional)

• Online Payment:
  
  • Enable online payment (link)
  • Connect your Stripe account. 
• Configure the Client Portal
  • Navigate: Go to Left Menu > Communications > Online Booking (link)
  • Click on the "Online Booking Configuration" toggle.
  • Customize portal settings like colors and your brand message.
  • Click "Update Configuration" to save changes.
• Enable Online Shopping in the Client Portal
  • Click to close "Online Booking Configuration" toggle
  • Click to open the "Online Shopping Configuration" toggle.
  • Toggle the "Enable Online Shopping" switch to ON

5. Set Up Team Accounts (5 Minutes) (optional)

• Navigate: Left Menu > Admin > Settings > Team (link)
• Add Accounts:
  • Click "Add Account" under the appropriate section:
    • Admin: Full system access.
    • Store: Access to all except Admin menu.
    • Clock-In/Out: Employee time tracking.
  • Enter username, email, and password.
  • Check "Send welcome email."
  • Click "Go."
  • Store accounts have the optional ability to restrict login IP addresses.

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 Loyalty program for repeat customers
  3. Enable Review collection to build your online reputation

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