Onboarding 101

If you're new to Time To Pet, you might be thinking, "Where do I begin with getting this set up for my clients?" Whether you’re brand new at starting a pet care business and using pet sitting software or are transitioning from another program, Time To Pet helps onboard companies at any part of their pet care journey. While we have plenty of helpful resources and guides for helping with your onboarding and set up, we know sometimes it’s helpful to know exactly what you’re getting into. 

In this article, we will outline the steps for getting set up and ready to launch Time To Pet to your clients. These steps can vary for different businesses but this is how the onboarding process typically works. If you are transitioning from another software, check out our video on Transitioning To Time To Pet.

If you need further guidance, feel free to reach out to us to schedule a free Onboarding Call, or download our Onboarding Guide here: Onboarding Guide

Step 1: Complete The Getting Started Guide On Your Trial

Completing the Getting Started Guide within your trial of Time To Pet not only sets you up for success with onboarding, but you’ll also receive three 50% coupons added to your account when you activate! 

Step 2: Activate And Schedule Onboarding Call

Once you’ve activated your account, you’ll be invited to schedule a free Onboarding Call with one of our Onboarding Experts. While the call is scheduled for 60 minutes, it may not take the full hour. It all depends on how much set up you’ve already done in Time To Pet and what questions you have. An Onboarding Expert will take you through your account on a Dialpad screenshare call (no video required!), where you will be able to walk through your settings and configuration, as well as some best practices to prepare for launch.

After you've completed your Onboarding Call, you'll be graduated from the Onboarding Program to our general Customer Support team who can answer any questions as you continue using Time To Pet. If you find that you need another Onboarding Call before you launch to your clients, just let us know. 

This call has helped hundreds of our customers to hit the ground running, and we hope you’ll take advantage of the offer! 

Step 3: Import Your Data (Optional)

If you are transitioning from another software and/or have your company information recorded in spreadsheet format (.csv files), you can send this to our team to import into the system for free! This means you will not need to add all of your clients, staff, or custom fields manually. 

If you do not have this information in spreadsheet format, you can skip this step.

Step 4: Configure Your Settings

Now that you’ve gone through the Onboarding Call, you should have a good idea of how to finish configuring your settings. Make sure to review these settings before going live to your clients and ensure everything looks ready to go! For more information, check out our Onboarding Guide and Onboarding Video Series:

Please note - we do not provide services for data entry and complete set up on the call.

Step 5: Add And Onboard Additional Staff Members (Optional)

After spending some time in the system and updating your settings, it’s now time to make sure your staff are sufficiently onboarded as well. It’s a great idea to have them download the Mobile App and schedule test events with them so that they get a feel for completing events before launching. 

We also have some helpful articles related to staff use of Time To Pet here: Managing Staff

Step 6: Invite Your Clients 

Once you’re feeling comfortable with your set up and have added/onboarded your staff members, it’s time to launch! If you’re a small company with only a few clients, you may have already sent the Client Welcome Email when adding them into the system. That’s okay! If you did not send the Welcome Email or imported your data, your clients will need their invite to the Portal.

We have a helpful template that you can send all of your clients in bulk using Email Campaigns found in Time To Pet. Please reach out to us and we’d be happy to send it your way! 

To learn more about how to launch Time To Pet to your clients, check out our Best Practices For Onboarding Clients To Time To Pet help article. If you need any additional assistance with onboarding, we’re always here to help! Just reach out to us at support@timetopet.com

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