Track

Go-live week

Seven days from loaded to live without a client getting a stray email. The messages stay paused until the last step, which is the one people skip.

9 lessons
Start with lesson 1 of this track

In order

  1. 1Pause all client messages while you load appointmentsLoading a book with the client switches on sends a confirmation for every appointment you type. Two switches in Settings, Notifications hold them until you are ready.1 min read · Owner
  2. 2Getting started and going liveWork down the Setup list, test it without a real client seeing anything, then switch over without messaging everybody by accident.4 min read · Owner
  3. 3Turn Magic Availability Check off to force a booking inThe switch at the top of the booking form. Off, it saves the start and end you type, and warns rather than stops you when the slot is taken.1 min read · Owner or front desk
  4. 4Your booking link, Showcase page and QR codesYou have two links, not one, and they are for different people. Everything else is a way of putting one of them somewhere.3 min read · Owner
  5. 5How do I get a Book button on Google?Your Google listing can show a button that opens your Petboost booking page. You get your Google listing right, clear the list on Marketing & Tracking, and leave one switch on.3 min read · Owner
  6. 6Notifications: what the client gets, what you get, and whenMessages do not have a switch each. They sit under a handful of switches, and the page tells you which one. The timing is yours to set, and with Communications Booster the wording can be too.4 min read · Owner
  7. 7The client's side, from sign-up to cancellingYou cannot see the screen a stuck client is on, which is most of the problem. Simulate puts their booking form and their profile in front of you, against your own live settings.7 min read · Owner or front desk
  8. 8Resend the activation SMS to a client who is stuckThe entry is only on the menu while they have not accepted your terms. After that, Quick Login is the one that gets them in.1 min read · Owner or front desk
  9. 9Preview an intake form as a brand-new clientThe preview is a working form. Fill it in, hit the validation, and nothing is saved or sent.1 min read · Owner or manager