Track

Switching from Fresha

Fresha keeps a client and nothing for the dog, so the pet is read out of the client notes, and a client with no dog named gets a placeholder to rename. Then the go-live run.

8 lessons
Start with lesson 1 of this track

In order

  1. 1Switching from FreshaFresha keeps no pet record, so the dog is read out of the client notes on the way in, and a client whose notes name no dog arrives with a placeholder pet to rename.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