New Client Admin Walk-through
New Client Admin Walk-through
Getting Started
If you were first starting out inside of the software, the first place you would want to start is your Admin module-->Setup-->Getting Started--> Profile page.
Once you are inside of this page, you should be able to enter in your company information, change your logo, site color, and set your business location.
There are also separate tabs located inside of this section that will allow you to edit or add new users, employees, or locations.For more information on each tab located inside of the Getting Started section, you can check out our related articles:
Profile
Event Types
For videos on this area, you can check out our related help videos:
Creating a New User and Employee Video
Creating a New Location Video
Products & Services
After you have setup your basic information, the next step would be to setup the services you are going to be offering. To start, you would want to navigate to your Admin module-->Setup-->Products & Services tab.
Once you are inside, you should be able to see several sections showing inside. Depending on the services you are offering and what modules this user has access to, that would determine what services you are seeing. You would just want to navigate to each service page in order to setup the associated service.
For more information on this process, you can check out our related help articles:
Setting up Packages
Setting up Classes
Setting up Private Training
Setting up Therapy
Setting up Daycare
Setting up Boarding
For walk-through videos related to setting up and scheduling these services (after they have been created), you can check out our related help videos:
Setting up Packages Video
Setting up Classes Video
Setting up Events Video
Setting up Private Training Video
Setting up Therapy Video
Setting up Daycare Video
Setting up Boarding Video
Online Registration
After you have created your services, the next step would be to setup your online registration settings. Inside of your Admin module-->Setup-->Online Registration tab, you are able to set your online registration settings for each service, create custom forms, and edit your registration messages.
For more information these, you can check out our related help articles:
Online Registration Configuration
Online Registration Private Training
Online Registration Therapy
Online Registration Daycare
Online Registration Boarding
Registration Messages
Registration Forms
For walk-through videos on your online registration tab, you can check out our related help videos. You can click the Watch the Video link on those article pages in order to be brought to the appropriate video section.
Settings
After you have setup your basic information, your services, and your online registration, the last place you can navigate to is your Admin module-->Setup-->Settings page. From inside of these pages you can create new dog breeds, add in vaccines, create custom fields, create new auto-responders, etc.
For more information these, you can check out our related help articles:
Breeds
Vaccines
Payment Methods
Module Tabs
Messages
Custom Fields
Auto-Responders
Discounts
Tax Rates
For walk-through videos related to your Settings tab, you can check out our related help videos. You can click the Watch the Video link on the appropriate article pages in order to be brought to the video section.
Once you are finished setting up these different sections inside of your Admin module, you could navigate to a working module (Daycare/Boarding, Training, or Therapy) in order to actually schedule your services.