We know that transferring to Pogozo is exciting and there are lots of things you want to get set up so you can hit the ground running.
This is a recap of what we can transfer for you:
Team members
Clients
Client treatment plans (also known as cases)
Billable items
Appointment types
Future appointments
Past appointment (clinical/treatment) notes
Once the transfer is complete, you can continue to set up and customise Pogozo to suit your business needs. We recommend you start with the following:
Update team member permissions, practitioner schedules, assigned appointment types and professional reference numbers (such as provider numbers)
Manage your settings such as calendar settings, cancellation settings, document printing settings, email settings etc
Class schedule
Integrate with Stripe ,Tyro and twilio (if required).Calendar settings for appointments and classes
Linking billing items, waivers and treatment note templates, and setting communications for appointments
Communication templates (email, SMS and push notifications)
Create audiences and set up automated sequences
Customise email, SMS and push notification templates (we have a huge range of pre-made templates but you can add your own or customise the ones we have created for you).
If you have any questions or need support you can reach out to our team at hello@pogozo.com and we can answer any questions you might have.