There are a lot of functionalities to explore when first configuring your BusyPaws account. We have created this guide to help make the onboarding process easier by giving you a list of steps to work through as you get your account set up. Each step included in this list references any relevant help articles that may assist you and your team. Click the name of any article or article subsection (shown in blue) to navigate to that page and get more details about that process. As you begin to work through the steps, feel free to reach out to our team with any questions or concerns!
Set up one or more daycare services.
Creating Services
Create a room to control the overall capacity for your daycare services.
Using Rooms & Kennels
Create a basic intake form.
Add custom attributes for any custom client or pet data you want to have form submissions update automatically (vaccines, size, temperament, etc.).
Custom Data AttributesBuild an intake form using default and custom fields.
Creating Forms & Contracts
Set up the self-booking settings for your service(s).
Service/Series Settings in Configuring Self-Serve BookingsAdjust the default schedule for your daycare service, choose a start date, and set it to "Active".
(Schedule)Turn on the Publicly listed toggle to add the service to your public services list.
(General Settings)Assign the intake form to ensure clients booking for the first time fill it out.
(Onboarding)Decide whether you would like to allow clients to choose their check-in and check-out times, and if so, the time ranges available.
(Check-In & Check-Out)
Check your global booking window and cancellation settings.
Global Settings & Customizations in Configuring Self-Serve Bookings
Try testing the client self-booking process through your Public Booking Portal.
The Links & Integrations Page in Using Links & Website Integrations
Does your daycare have a mandatory screening process for new clients? Follow these additional steps to restrict access to your daycare services and configure your approval process.
Create a one-on-one meet and greet service as an individual, other-type service.
Creating Services
Set up a schedule for your meet and greet hours then assign it to your new service.
Staff Schedules & Availability and Assigning Schedules to Services
Turn on the Publicly listed toggle for your meet and greet service.
General Settings in Configuring Self-Serve Bookings
Create a custom pet tag for approved pets.
Custom Tags for Clients & Pets
Set your daycare service(s) to require your "Approved" tag for booking.
Access Restrictions in Configuring Self-Serve Bookings
Test the process as your clients would experience it.
Self-book a meet and greet through the Public Booking Portal.
The Links & Integrations Page in Using Links & Website IntegrationsAssign the "Approved" tag to your test pet's profile.
Tags on Profiles in Custom Tags for Clients & PetsSelf-book daycare through the Public Booking Portal.
The Links & Integrations Page in Using Links & Website Integrations
Note that you can also control access/visibility of services using Memberships. More information on that is available in the guides found in the Memberships section of our help centre.
When you're ready, you can begin managing payments and configuring automatic invoicing by adding Stripe to your account.
Set up Stripe.
Setting Up Your Stripe Account in Stripe Payments
Choose the payment settings for your services.
Payments in Configuring Self-Serve Bookings
Begin processing payments online!
Once you've made it through your initial account setup, take a look at the range of articles found in the Building Your Service Offerings section of our help centre for more information on how you can further customize your accounts to suit the needs of your business.