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!
Set up one or more grooming services.
Creating Services
Set your default schedule & assign it to your grooming service.
Staff Schedules & Availability and Assigning Schedules to Services
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, coat type, 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 to your public services list.
(General Settings)Assign the intake form to ensure clients booking for the first time fill it out.
(Onboarding)Determine the time intervals you want to be available for selection (i.e. 1pm, 2pm, 3pm, or 1pm, 1:15pm, 1:30pm, etc.) as well as any minimum times set between appointments.
(Time Slots)If you have more than one groomer assigned to the service, choose whether or not you want your clients to be able to select their groomer when self-booking.
(Time Slots)
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.