Hey there, Accountant Pro! So glad you decided to join us here at PocketSuite. Here are 3 quick things you can do to get started:
1. Set up your services
So you’ve got services to offer! Your first step is to get those in the app. Go to settings > services > tap + and go from there. Don’t forget to tap save. You'll want clients to be able to book multiple services so be sure to toggle multiple services on and you can have more services per appointment. You can also have your clients fill out any forms or contracts as part of their booking so send those to email@example.com and we can save you time by importing them.
Protip: Psychologically, people like odd number groupings. Try breaking your services up into categories with three choices each. Science indicates most people will choose the middle option in a range of three prices!
2. Add some clients
Add your clients by tapping the client icon in the top right corner of the app, go to settings > data import to add from your phone list, or email us your contact list to firstname.lastname@example.org.
Protip: You can also add the client credit card or discount amount when you tap +.
3. Get paid
Be sure to set up your bank account and put a card on file in settings > payment methods. Then, when your clients pay their deposit or the full amount of their service or invoice, you’ll be all set for your payout. Payouts happen at noon Pacific time daily. If you'd like your funds available faster, just tap cash out and you'll have them instantly deposited within 15 minutes of processing a payment.
Protip: Set non-refundable deposit amounts or a cancellation policy to protect your time.
4. Set up a test appointment with a client
Go ahead and schedule your first appointment to see how it's done. Go to the calendar > tap + > schedule client. To get them on repeat, check out repeat appointments and keep the clients coming back. You can also itemize the appointments using the itemization feature.
Protip: You can change how the client is notified (if at all) by editing the Send Via field. Since this is a test, you can change it to "Don't notify" if you want!
5. Process your first payment
Get the ball rolling- there are ten ways to process payments on PocketSuite.
Protip: Pros who process their first payment within 24 hours of downloading the app are 24% more successful than those who wait. Reach out to us in the app at any time if you need help with payments!
Bonus: Set up online booking
Be sure to check out our Premium plans and choose one so you can sit back and relax while your clients book themselves online. Add your schedule to settings > scheduling and PocketSuite takes care of the rest- your clients will be able to see your availability and choose a time within the window you specify for that service.