TTP Onboarding Program 101: How To Get Your Company Up And Running With Time To Pet!
If you're new to Time To Pet, you might be thinking, "Where do I begin with getting this set up and launched to my clients?" Whether you are brand new to 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 setup, we know sometimes it’s helpful to know exactly what you’re getting into and where to begin. We have outlined the typical steps of our Onboarding Program below!
Note: If you are switching to Time To Pet 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 Virtual Onboarding Call or download our Onboarding Guide here: Onboarding Guide.
Step 1: Complete The Getting Started Guide On Your Trial & Join A Live Demo
Completing the Getting Started Guide inside of 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!
Additionally, you can join us for a live demo on Mondays, Wednesdays or Fridays. This is a great way to get an overview of all Time To Pet has to offer. We open up the floor for Q&A after the demo to answer any questions you might have. You can schedule a demo here: Schedule A Demo
Step 2: Activate & Schedule Your Virtual Onboarding Call
60% of successfully graduated Time To Pet customers found the Onboarding Call to be the most helpful resource when onboarding with Time To Pet!
Here is what some of our Onboarding Graduates have said about the Onboarding Call after speaking with our Onboarding Experts:
- “Marcus was extremely helpful with reviewing TTP and highlighting its numerous features. He was patient with my questions and showed me tips and tricks that blew my mind!I cannot say enough good things about Marcus! I'm so happy that I made the leap to TTP and I cannot wait to have all of my walkers, sitters, and users use it.”
- “Courtney was really helpful and knowledgeable of the software and all its inner workings! She catered the call to the specific needs of my new, small and mighty company and really helped me get a grasp around what I need to know to make good use of the software as well as what I could use it for in the future!”
- “The onboarding experience was great! The way in which Jenna presented information made things much easier for us to understand and she did an amazing job of answering all of our detailed questions. We really enjoyed speaking with Jenna and learning more about Time To Pet. We felt that we had a 5-star onboarding experience.⭐️⭐️⭐️⭐️⭐️”
Once you’ve activated your account, you’ll be invited to schedule a free Virtual 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 setup 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 screen share 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. We also want to get to know more about you and your business!
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. Our Customer Support Team is comprised of Time To Pet experts who have owned and operated pet care companies in the past using the software, so you are in amazing hands!
If you find that you need another Onboarding Call before you launch to your clients, just let us know. This call has helped thousands 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 switching 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 with 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 setup on the call, but we are happy to walk your team through how to do this!
Step 5: Add & 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 members 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 setup 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!
What's Next?
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.