Hi There! 👋

As a mobile detailer, you likely offer a range of auto detail services, book multiple appointments daily, and are constantly on the go. Luckily, with PocketSuite, you don’t have to worry about all the back and forth. We make it easy to run your business. Here’s how. 

First, you can allow your clients to self-book time on your calendar with online booking or quickly schedule them from your phone or desktop. 

Also, you can sell packages if you want clients to pay upfront for one or multiple appointments. Then track their package usage so you and your clients know how many services/appointments they have left on the package. And if you offer memberships or renewable packages, you can provide subscriptions that will auto-charge your clients a fixed amount on your schedule.

Finally, we’re giving you back the hours you typically spend onboarding new clients. Your clients can complete your intake process when they book you with online forms and contracts. Or, if you prefer, you can automatically send them your forms, contracts, and treatment guides after your initial consultation or before their appointment. 

Running a business takes a lot of steam 🚗,  especially if you manage everything manually or with many different apps. Now that you are getting set up on PocketSuite, your workflow will be all-in-one a lot easier for you and your clients. 

 

LEVEL 1 - QUICK START

You can do these top things in 15 minutes to get up and running on PocketSuite. When you are through, you will experience firsthand how much easier it is to get everything done for clients on PocketSuite. Oh! And you’ll also have your first appointment scheduled and be ready to receive your first payment. Woohoo!!!

 

LEVEL 2 - BASIC SETUP

Wow, you are on a roll! Ready to take it to the next level? In this phase, you streamline and simplify 80% of your client onboarding and communications. By the end of it, you’ll have freed up at least 5 to 10 hours each week. What are you going to do with all that extra time? Spend more time with family and friends? Learn a new language? Attract more clients? The sky's the limit!

 

LEVEL 3 - ADVANCED SETUP

 

Set it and forget it! We know there are so many clients you want to reach out to and follow up with, but there is never enough time in the day. We’ve got a solution: Use pre-set messaging and marketing campaigns to personalize and automate those touch points you always wish you had time for. You can set up the following Smart Campaign messages to improve your client experience, get repeat clients, build loyalty, ask for feedback, get 5 Star reviews and referrals, and so much more. 

 

LEVEL 1 - QUICK START

You can do these top things in 15 minutes to get up and running on PocketSuite. When you are through, you’ll know firsthand how much easier it is to manage your clients on PocketSuite. Oh! And you’ll also have your first appointment scheduled and be ready to receive your first payment. Woohoo!!!

Do you see the seven super quick steps linked below? Just tap on the link for any step to get more details on that step's Why?, Where?, and How? If you have already completed that step - awesome! - you can skip it and move on to the next step.

Have a lot of services? No problem, we’ve got you covered! We’ll import them into your account for you 💪🏾. Just send your current website address, spreadsheet file (csv, Excel, or GoogleSheet), and service list to support@pocketsuite.io, and we’ll add them to your account within 24 to 36 hours.

1. Setup your services
2. Add your clients
3. Get ready to accept payments
4. Set your availability
5. Book your 1st appointment
6. Process your first payment
7. Go LIVE! and tell your clients about your booking app
   
   

1. Setup your services 

a. Name, price & all that jazz: Go to settings > services > tap the plus sign in the top right. Type the name of your service. Add your price and/or deposit. You can also add a discount and enable sales tax if you choose. Add a description telling your clients about the service. Add the duration (length of time) the services take to complete. Choose availability for the service. Before you close that service screen, tap save at the top right-hand corner of the screen.

Setup Service Pro Tip #1: Avoid using emojis in your service name; otherwise, have fun with your service names.

Setup Service Pro Tip #2: Add a lead time for this service. For example, you may require that clients book this service at least 24 hours in advance.

Setup Service Pro Tip #3: Toggle the service to “Show online” if you want clients to be able to book this service from your booking site. If you prefer to self-schedule clients for this service, please toggle off “show online”. Some mobile detailers prefer to do an initial consultation, where they learn about the client’s care and issues before allowing new clients to book them for specific services. In that case, new clients only see the initial consultation on your booking site, and you have a separate category for existing clients to book. Or, you show only the initial consultation online for everyone and self-schedule clients after the initial consultation. You can also send the direct service booking links via text /email to clients who are a good fit. There are lots of cool ways that you can customize your booking site.

b. Location: Choose whether this service is provided at your business location, no location (via phone or video conference), or add a customer location for this appointment. (Maybe you offer in-home services or own a body shop). You can set your location by going to Settings > Location. Unless your appointments have a service or class-specific location, all items will default to your business location saved under Settings > Location. So, don’t worry about setting up service-specific locations unless they are different from your business location.

c. Contract: Attach a contract to your Online Booking site. If you would like clients to sign a waiver, release, or agreement when they book you, you can attach a contract by going to Settings > Online Booking > Edit checkout > Requires signature > Tap that field. Then add one of our default contracts for mobile detailers or import your own into the system. Read this to learn how to create/add a contract and how to review one of our default contracts for your industry. Clients who book you will be prompted to sign the contract (only once, unless you’d like them to sign it every time they book you). If you’d rather send the contract manually to clients, you can easily text or email it to them from the app. 

 

d. Form: Attach a form to your Online Booking site. If you would like clients to complete an intake form with car information (like year, make, or model) when they book you, you can attach your form by going to Settings > Online Booking > Edit checkout > Requires forms > Tap that field and add one of our default forms for mobile detailers or import your own into the system. Tap here to learn how to create a form or to review one of our default contracts for your industry. Clients who book you for anything will be prompted to complete the form (only once, unless you’d like them to complete it every time they book you). If you’d rather send the form manually to clients, you can easily text or email it to them from the app. 

Setup Service Pro Tip #4: Attach a photo to the service to capture the imagination of your clients, showcase your skills and encourage them to book! You can add before and after collages of interior details or paint corrections so clients know what results to expect.

Setup Service Pro Tip #5: If you have more than ten services, consider setting up Categories. With categories, you can organize your services and make it easier for your clients to find, book, or buy what they want. To set up Categories, click settings > features > toggle on categories > save. Then click settings > scroll down to categories > tap the plus sign to create your first category. Make sure to include every service in a Category so that it shows up on your booking site. Tap here to learn how to create a Category in order to organize your services.

 

2. Add your clients

You can add clients by tapping (+). Then add a name and contact info (number and email). Specify how you’d like them to receive notifications, either via email and/or text. If you have other information you like to collect about clients, like their birthdays or last service date, etc., you can tap the “More Details” field and add it there. If you don’t see a field for your details, don’t worry. We can add it for you, and then you’ll be able to add that info to all of your client profiles. Email us at support@pocketsuite.io with any custom fields you’d like us to add to your client profiles.

Is all of your client information on your phone? If so, you can import them into the app. Just tap add client > scroll down to the bottom of the page and tap import from address/phone book. This will sync contacts on your phone to PocketSuite. 

Have a lot of clients in another system? No problem! We’ll import them into your account for you.💪🏾 Just send us a CSV, GoogleSheet, or excel file with your client list to support@pocketsuite.io. We’ll add them to your account in 24 to 36 hours.

3. Get ready to accept payments

You can get payment deposited directly to your bank account through PocketSuite. First, you complete our verification process so that we know who you are and where to send your money. We have found that clients appreciate being able to easily pay you upfront as part of booking an appointment or like to add their credit card on file to be charged after the appointment. So, we highly recommend completing the verification step right from the start. It shouldn’t take more than 5 minutes. 

 

4. Set your availability 

 

a. Sync your calendar (Google Calendar, iCal, Outlook): You can integrate directly with your Google Calendar account to avoid double bookings. Get started by tapping on Google Calendar > tap continue to allow PocketSuite to sign in to your Google account > select the Google account where your calendar is linked > Allow PocketSuite access > You’re Connected!

Once your Google Calendar is connected, you can connect other Google accounts. If you have multiple calendars within your Google account and want to customize your calendar settings further, tap the > arrow by the connected calendar. You can also connect to calendars such as iCal, Outlook, and others.

To connect those calendars, first make sure that the calendars are synced to your device calendar. From there, select the calendar you want to connect with. You can also select if you want PocketSuite appointments shown on those calendars by tapping "show PocketSuite appointments".

b. Block time out on your calendar: If you have regular lunch breaks or only work certain time blocks each day, feel free to block out your calendar, so clients will only see the days and exact times you are available for booking. See more details on how to block time on your calendar here. 

Block Time Pro Tip: #1 Make sure that you have recurring appointments toggled on under features (Tap settings > features > toggle on repeat appointments) to block out multiple days/times at once. 

5. Book your 1st appointment

 

When you are ready to book your first appointment, you will tap the “schedule” button on your home screen dashboard. Then you will select the client, service, date and time, and any other appointment preferences. 

Book 1st Appointment Pro Tip #1: You can set up how you’d like all clients to receive messages from you by going to Settings > Notifications and selecting text and/or email. However, for any one client, you can override that global setting for an appointment or for that client in particular to send their messages a different way. Tap on the appointment > Tap send via and change the setting or tap on their client profile in your contact list > tap edit > Tap send via > change setting there.

Book 1st Appointment Pro Tip #3: Book another appointment because it’s sooo easy😎 Now you can repeat the same process as above. Another way you can get clients to book with you is to send them your online booking site. They don’t need to download our client app to book with you. Kick back and clean up your van while the bookings pour in, and fill up your calendar! 

6. Process your first payment 💸

If a customer wants to pay you in person, you simply use the “charge” feature at the top left of your home screen. Charging a client for a standalone payment, service, class, package, product, or any other item is easy when tapping charge from the home screen. From “charge”, you can select the client, add the amount, or select from a list of items. Once payment is processed, your client will automatically be sent a receipt.

However, if the client booked an appointment with you and put their credit card on file when they booked, you can just tap on that appointment in your “Unpaid bookings” dashboard and tap “Charge” to process the payment on the day of the appointment.

If you have gratuity turned on, you can also give your client an option to tip you after you tap charge. To view payments, you can check the Income dashboard to see all the client payments or tap on your Pending Payouts dashboard to see when payments will be deposited into your account. All payments are deposited the same business day before 12pm PT and the next business day after 12pm PT. 

7. Go LIVE! and tell your clients about your booking app 🙌🏽

 

a. Online Booking on social: Add your Online Booking link to Instagram and Facebook so clients can book you directly from your social media page. You will need to add your online booking link to the website field on your Instagram account. For instructions on how to add your booking site link to Instagram or Facebook, tap here.

 

b. Online Booking on your website social: Add your Online Booking link to your website, or we can do it for you. If you want us to do this, please submit your request to support@pocketsuite.io. Please include your login information, where you want the booking link or service-specific links to be added, and the name of your website platform (for example, Wix). Our support team typically completes this setup in 1 to 3 business days. For instructions on how to add your booking site link, tap here.

 

c. Send an announcement to all of your clients: “Make an Announcement” to all of your clients using our Smart Campaign feature. To get started, be sure the feature is on in settings > features > smart campaigns > save. You will see the Smart Campaigns button located on your home screen dashboard. Then you will select create campaigns all clients > make an announcement > all clients > Add a label/title > craft your message to include your business phone number and online booking link, and encourage your customers to book and pay you through the app > add a start date > add a promotion/discount > preview > save or launch campaign right away.

 

d. Send individual messages to specific clients: Text your clients individually directly from the app to let them know about your new booking app. Tap the client icon at the bottom of your home screen > tap chat > send them your message. Also, continue building relationships with your clients by sending them car maintenance care tips in the app! 

 

LEVEL 2 - BASIC SETUP

Wow, you are on a roll! Ready to take it to the next level? Complete at least 3 of the following 8 suggested ways to make your mobile detailing business even more successful. Bonus points if you complete more! Your client onboarding and communications will be streamlined and simplified by 80% when you are done. You will have freed up at least 5 to 10 hours each week. What are you going to do with all that extra time? Spend more time with family and friends? Learn a new language? Get more clients? The sky's the limit!

Ok, are you ready? Let’s go! Click on any link below for more information on these mobile detailing business recommendations. Each of these suggestions is based on best practices for your industry. Rest assured, we’re not suggesting anything that hasn’t proven to save time, increase your income, or delight your clients. If you have already made any of these updates - awesome! - you can skip it and move on to the next recommendation.

Do you want to take your business to the next level, but you’re just too busy now? No problem, we’ve got you covered! Tap this link to schedule an Onboarding call. We’ll take 15 minutes to learn more about your growth goals, and then we’ll update your account so that you can keep focused on doing what you ❤️.

1. Turn on appointment reminders.
2. Create default memos
3. Sell packages
4. Offer memberships or subscriptions.
5. Setup a cancellation policy
6. Setup gift certificates
7. Sell your products
8. Share your suite link

1. Turn on appointment reminders

Life gets busy, so don’t forget to remind your clients about their appointments. This way, you reduce last-minute cancellations and no-shows. Here’s how to set up the reminders and how they work.

Go to settings > notifications > choose to send via text message and/or emails > choose payment reminder frequency > choose appointment reminder frequency > decide to toggle on or off silence your transactions.

 

2. Create default memos

Want to personalize your Appointment Confirmation or Invoice Memos? Your clients will see them whenever they confirm an appointment with you or receive an invoice from you. Cool, here’s how you do it!

 

Go to settings > default memos > tap invoice > type your memo > done. Then tap appointment > type your memo > done > save. Same thing for charge, which will show up on all receipts when you charge a client in the app.

 

For example, you could create a memo that thanks your customers for coming to see you and encourages them to book their next appointment on your invoice. In your appointment memo, you can tell your client what to avoid or how to prep their car for the appointment.

 

3. Sell packages

With packages, you can get paid upfront for a group of appointments and track session balances when your clients buy a group of appointments from you. For example, you may offer a bundle of 10 interior and exterior details at a discounted rate . Whatever it is, your clients will be able to buy a package and commit to a group of appointments to keep their car looking brand new!

 

First, go to settings > features > toggle on packages > save to make sure the feature is enabled. Next, go to settings > packages> tap the plus sign > add name > add price > add a description > choose the number of sessions or hours > choose the services that are eligible to be used for the package > choose the expiration date > add any other package details > save.

Sell Packages Pro Tip #1: You can also attach a contract or form to a package if you need special information or waivers from clients who buy the package. 

 

4. Offer memberships or subscriptions

Auto-charge your clients the same amount on a set schedule for access to your services, Facebook group, or premium content. For example, you may have clients who need your mobile detailing services multiple times every month because they have pets or have to drive through dirt roads. You can offer them a deal with a monthly subscription.

Go to settings > features > toggle on subscriptions > save to make sure the feature is enabled. 

Offer Memberships or Subscriptions Pro Tip #1: Also, turn on the Packages feature in Settings > features > packages > save if you and/or your clients want to limit services eligible under this subscription/membership and track usage.

 

5. Set up a cancellation policy 

Your time is valuable! Make sure to require clients to put a credit card on file when they book you and include a cancellation policy to discourage clients from canceling at the last minute or not showing up at all.  For example, you may have some clients who double-book themselves or tend to cancel at the last minute. This will help reduce the chances of this happening and compensate you when it does occur.

Go to settings > cancellations > choose to add a fee > choose to add a deadline beyond which clients will be charged if they cancel (optional) > add your cancellation policy text > save.

Setup Cancellation Policy Pro Tip #1: If you offer packages or subscriptions, you can set up a different cancellation policy for those clients. Tap here for more info on how to set up the different types of cancellation policies.

6. Set up gift certificates

If you want a creative way to attract new clients, you are going to love our Gift Certificates feature! This is an excellent way for loyal clients to reward their friends and family with your services.

Go to settings > features > toggle on gift certificates > save. Next, go to settings > scroll down to Gift certificates > tap on gift certificates > tap (+)> enter the gift certificate details > complete the gift certificate setup > save.

You can also use gift certificates to credit your client's accounts or reward them for repeat bookings. You can do this by adding a discount to the gift certificate that equals its total amount. (e.g., Add a $65 discount to a gift certificate worth $65) Then send it to your client and remember to hit “mark paid”! 

 

7. Sell your products

If you have holy-grail products you want to share with clients, you are going to love our Products feature! 

Go to settings > features > add on products > save. Next, go to settings > scroll down to Products > tap on products > tap (+) add a new product > complete the product setup > save

Pro Tip: Use the products feature to add a fee or upcharge to your services. For example, maybe your clients request an expensive luxury product during an appointment. You can add the cost to their appointment without increasing the appointment duration. You can also use this feature to add a fee if a client shows up late or you offer services on holiday!

 

8. Share your Suite Link

If you use websites and social media pages for marketing your business, our Suite Link feature can help you stay organized! 

Go to settings > features > toggle on suite link > save. Next, go to your home screen> and tap Suite link. From there, you can add links to all your sites and services. You can also customize the color and style of your suite link page. 

 

LEVEL 3 - ADVANCED SETUP

Set it and forget it! There are so many clients that you have been meaning to reach out to or follow up with, but there is never enough time in the day. Use pre-set messaging and marketing campaigns to both personalize and automate those touch points that you always wish you had time for. Set up any of the following Smart Campaign messages to improve your client experience, get more repeat clients, build loyalty, ask for feedback, get 5 Star reviews and referrals, and so much more. 

You are a true Pro! It’s time to automate those routine things you do every day that you’d rather not do. Let’s get some work off of your plate. Onward! Don’t feel pressured to take all of these automation recommendations all at once. Start with just one or two and see what a difference it makes for you and your clients. 

Want to do less back office work but too busy right now? No problem, we’ve got you covered! Tap this link to schedule an Onboarding call. We’ll take 15 minutes to learn more about what you’d like to take off your plate. Then we’ll update your account so you can keep focused on doing what you ❤️.

 

1. Create a saved message template for FAQs
2. Welcome new clients
3. Send prep before appointment
4. Request a review
5. Request a referral
6. Automate rebooking reminders
7. Encourage clients to book/buy something else
8. Setup a missed call message
9. Wish your clients happy birthday
10. Remind your clients to update service records
    
    

1. Create a saved message template for FAQs

Are there common questions that you get from clients? You can save your responses here and send this message over anytime. It will save you lots of time - instead of retyping it from scratch each time. 

For example, you can create a saved message to help new clients understand what to expect after a chemical peel treatment or how to prep for a body wax before they come in for their appointments.

Go to settings > saved messages and create the saved messages. Then, select the icon with an envelope and a calendar when in a message thread.

To create a template for the saved messages, select settings,> saved messages > + to create a new saved message. You'll add a title that clients won't see and the message you want to send. Inside the message, you can use dynamic fields. The most popular field is {name}, which pulls in the name of the client automatically. For more dynamic fields you can use in Saved messages, tap here.

 

2. Welcome new clients 

Time to get engagement from your clients. You can send an initial welcome message to all of your clients, encouraging them to book with you. Not to worry, by default included we include your online booking site in this message, which will help you track how many clients booked you after getting this message.

 

Make an Announcement: Send a message to all of your clients at once using our Smart Campaign feature. To get started, be sure the feature is on in settings > features > smart campaigns > save.You will see the Smart Campaigns button located on your home screen. Then you will select create campaigns > select all clients >  make an announcement > all clients > Add a label/title > craft your message to include your business phone number, online booking link, and encourage your customers to book and pay you through the app > add a start date > add a promotion/discount > preview > save

 

3. Send prep before appointment

 

Need to remind your clients to complete paperwork or clear personal belonging from the vehicle before their appointment? This is the perfect way to remind them.

“Send Prep Before Appointment'' message to all of your clients using our Smart Campaign feature. To get started, be sure the feature is on in settings > features > smart campaigns > save. You will see the Smart Campaigns button located on your home screen. Then you will select create campaigns > tap send prep before appointment > Add a label/title > Craft your message to remind clients to complete paperwork or retrieve personal belongings> leave apply to items blank if you want to apply this smart campaign to all appointments or select a specific appointment that you’d like to apply it to > choose how many days before the appointment to send the message > preview > save.

 

4. Request a review

Want to get more feedback about your services to share with other potential clients? This Smart Campaign is a great way to accomplish this goal.

 

“Send After Appointment'' message to all of your clients using our Smart Campaign feature. To get started, be sure the feature is on in settings > features > smart campaigns > save. You will see the Smart Campaigns button located on your home screen. Then you will select create campaigns > tap send after appointment > Add a label/title > Craft your message to remind clients to leave a review about your mobile detailing services and include a link to your Google or Yelp review page to make it easier for them > leave apply to items blank if you want to apply this smart campaign to all appointments > choose how many days after the appointment to send the message > preview > save.

 

5. Request a referral

Want to reach out to your existing customers to get referrals and new client leads? Every client knows someone else who needs your services.

 

“Send Request for a Referral'' message to all your clients using our “Send After Appointment'' Smart Campaign type. To get started, be sure the feature is on in settings > features > smart campaigns > save. You will see the Smart Campaigns button located on your home screen. Then you will select create campaigns > tap send prep after appointment > Add a label/title > Craft your message to ask clients about people in their personal network who may need mobile detailing services > leave apply to items blank if you want to apply this smart campaign to all appointments or choose a specific service for it to trigger > choose how many days after the appointment to send the message > preview > save.

 

6. Automate rebooking reminders

Want to help remind clients to book another appointment with you? This smart campaign is ideal for that.

 

“Send A Rebooking Reminder'' message to all your clients using our “Reach out to past clients” Smart Campaign feature. To get started, be sure the feature is on in settings > features > smart campaigns > save. You will see the Smart Campaigns button located on your home screen. Then you will select create campaigns > tap reach out to past clients > Add a label/title > Craft your message to encourage clients to book with you again > add a promotion discount as an incentive > leave apply to items blank if you want to apply this smart campaign to all appointments or specific a specific service type > choose how many days after the last appointment to send the message > preview > save.

 

7. Encourage clients to book/buy something else

Do you want to offer special promotions to clients and upsell them on other services or products? You can send discounts to these clients to encourage them to buy more services. 

a. Send “Encouraging Messages To Get Specific Customers To Buy More Items'' using our Smart Campaign feature. To get started, be sure the feature is on in settings > features > smart campaigns > save. You will see the Smart Campaigns button located on your home screen. Then you will select create campaigns >  Make an announcement  > select client bought {item} or spent more than {amount} or bought {item} more than once > choose a service or amount > craft your message to buy more of your services > add a start date > add a promotion/discount > preview > save.

 

b. Send “Purchase Follow-up Messages To Customers Who Bought Items'' using our Smart Campaign feature. To get started, be sure the feature is on in settings > features > smart campaigns > save. You will see the Smart Campaigns button located on your home screen. Then you will select create campaigns >  Purchase Follow up  > craft your message to thank your customer for purchasing your items and offer them a discount off of their next purchase > Leave apply only to item blank if you want this to apply to all purchases or choose only certain items for it to apply> choose how many days off the purchase for this to trigger > preview > save.

 

8. Set up a missed call message

Have you ever missed a client’s phone calls because you were working with other clients? This smart campaign is useful for guiding clients to your booking site or letting them know that you will return their calls.

Send out a “Missed Call”' message to all your clients using our Smart Campaign feature. To get started, be sure the feature is on in settings > features > smart campaigns > save. You will see the Smart Campaigns button located on your home screen. Then you will select create campaigns >  respond to a missed call > add a label/title > craft your message to apologize for missing their call and direct them to your online booking site > add a promotion/discount to apologize for not answering their call (optional) > preview > save.

 

9. Wish your clients a happy birthday

Building genuine relationships with your clients is a recipe for long-term success. You can use smart campaigns to send them annual messages with discounts to show your appreciation for their support.

 

“Send out a Happy Birthday or Happy Anniversary”' message to all your clients using our Smart Campaign feature. To get started, be sure the feature is on in settings > features > smart campaigns > save. You will see the Smart Campaigns button located on your home screen. Then you will select to create campaigns >  Wish happy anniversary > add a label/title > Craft your message to ask your clients for their birthday > add a special promotional discount as an incentive > Use the anniversary field to select the relevant date (e.g., their birthday, or another important date) > preview > save.

 

10. Remind your clients to update service records

Ensuring that all your clients remember to keep their service history up to date. 

a. Send a “Mobile Detail Service Records Reminder Update'' message to all your clients using our Smart Campaign feature. To get started, be sure the feature is on in settings > features > smart campaigns > save. You will see the Smart Campaigns button located on your home screen. Then tap + to create a campaign > select all clients > make an announcement > all clients > Add a label/title > craft your message to include important reasons > add a start date > add a promotion/discount to incentivize (optional) > preview > save.

 

b. Send out a “Service Anniversary”' message to all your clients using our Smart Campaign feature. To get started, be sure the feature is on in settings > features > smart campaigns > save. You will see the Smart Campaigns button located on your home screen. Then tap + to create a campaign >  Wish happy anniversary > add a label/title > Craft your message to ask your clients to update their mobile detail service records > Use the anniversary field to select the relevant date (e.g., their most recent ceramic coating) > preview > save.