Pet Taxi Onboarding Guide: Step 1 of 3 – Set Up

Welcome to PawsAdmin Pet Taxi Program! Let's Get Started!

Estimated Time: ~20 minutes

Goal: Complete setup, walk through the basic workflow, and get your pet taxi 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. Pet Taxi Services & Pricing (5 Minutes)

• Why: Define your services and set your rates.
• Action:
  • Go to: Admin > Settings > Products & Services > Prices and Services. (link)
  • Pet Taxi: Click "Edit" next to "Pet Taxi."
  • Add Price: Click "+Add Price" and select "Pet Taxi."
  • Checkout Name: Enter the name clients will see.
  • Package Type: Choose:
    • Single Usage: One ride.
    • Multiple Usage: Ride packages (e.g., 6 rides pass).
    • Unlimited: Membership (recurring billing optional).
  • Price: Set your price.
  • Multi-Dog Discounts: Set "1st/2nd dog price" if applicable.
  • Need Help? Email your price list to support for import assistance.

3. Driver Schedules (5 Minutes)

• Why: Show your drivers'/route availability.
• Action:
  • Go to: Admin > Settings > Calendar & Capacity > Service provider schedule. (link)
  • Add Drivers: Scroll to "Add appointment team member," enter driver names, and "Add."
  • Manage Schedule: Click "Manage Schedule" next to a driver.
  • Who & What: Check the services they offer.
  • Scheduling Type:
    • Spot-based: (e.g., 6 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."
  • Update: Click "Update."
  • Add Availability: Click "+Add new time spots." Set time ranges and days.
  • Preview: Click "Preview" to review.
  • Time-off/Closure: Use the "Time-off/closure" tab or the admin menu.
  • Note: Double check that the schedule is correct, to prevent overbooking.

4. Driver Accounts (5 Minutes)

• Why: Give your drivers login access.
• Action:
  • Go to: Admin > Settings > Team. (link)
  • Add Account: Click "Add Account" under "Appointment Staff accounts."
  • Select the driver.
  • Enter username, email, and password.
  • Check "Send welcome email."
  • Click "Go."
  • Note: For enhanced driver permissions, consider setting up "store" account type for the driver.
  • Note: Store the login information in a safe place.

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."
  • Add service options: Click on the "Advanced settings" tab > "View Advanced Options" (link)
    • Scroll down to "3. Add options to date page", under Pet Taxi, add your custom options, e.g., "route 1- from A to B", "return route 1- from B to A", "route 2 - from C to D", "return route 2 - from D to C".
• 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 Vaccination tracking for automatic reminders
  3. Enable Loyalty program for repeat customers
  4. 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