Track

Switching from Acuity Scheduling

Acuity has no pet record, so the dog comes out of the client's name field and the owner list is the first thing to read. Then the credit, package and membership balances, and go-live.

8 lessons
Start with lesson 1 of this track

In order

  1. 1Switching from Acuity SchedulingAcuity keeps no pet record, so the dog's name is pulled out of the client's name on the way in, and tags, store credit, package credits and membership dates follow.2 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.2 min read · Owner
  3. 3Pause 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
  4. 4Data in and out: checking a migration, and taking it with youAn import marks itself done from a flag, not from a headcount. Check the four things a migration usually drops before you go live on it.3 min read · Owner
  5. 5Adding a customer fast, and the number that already existsA phone number sits on one profile at a time. Almost every "they already exist" message ends at a profile you cannot see, or at a partner who needs their own number on the same account.4 min read · Owner or front desk
  6. 6Packages: sell one, spend the credits, fix a balanceA package balance is held on the owner's account and stamped with the location that sold it. Those two facts settle most package questions.4 min read · Owner or front desk
  7. 7Memberships: build the plan, enrol someone, pause or cancelA membership is an agreement at a plan's price, and the plan holds every rule that follows. That is also why there is no plan change: to move someone, you cancel and enrol them again.6 min read · Owner
  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