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 (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!
Determine what types of training services you need to set up. This can include:
Individual (i.e. one-on-one) training services.
One-off group training services (i.e. workshops).
Set enrollment classes (i.e. the same group of students starting and ending at the same time).
Open enrollment (sometimes called rolling enrollment) group classes.
Set up one or more one-on-one training services (if applicable).
Creating Services
Set your default schedule & assign it to your individual training service(s).
Staff Schedules & Availability and Assigning Schedules to Services
Set up your group classes (if applicable)
If you offer set enrollment classes (i.e. clients sign up for a set session, with the same group of students starting and ending at the same time), create a group training service then use it to build a series.
Creating a SeriesIf you offer rolling, or open enrollment classes (i.e. clients can sign up to start at any time), create a group training service then configure its open enrollment settings.
Creating an Open Enrollment Class
If you are unsure of what type of group classes to configure for your BusyPaws account, check out our FAQ article: How do I set up group classes?
Add group training bookings to your calendar.
Adding Bookings to Your Calendar
Create a basic intake form.
Add custom attributes for any custom client or pet data you want to have form submissions update automatically (vaccines, 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 BookingsTurn on the Publicly listed toggle to add the service/series to your public services list.
(General Settings)Assign the intake form to ensure clients booking for the first time fill it out.
(Onboarding)
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
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.