The most common questions we get from business switching to Pogozo are around the change management of switching systems.
Between the set up, the timing and supporting your staff so they're ready to go on day one there can be a lot to keep track of. That is why we built the set up check list and team training manuals.
When you sign up for your free trial, you would have received a personal link to a short questionnaire about your business. From your answers we build and send you a set-up manual with an interactive checklist tailored to your business.
Moving through each step in order helps ensure you get everything set up quickly and efficiently.
Filling in your questionnaire
Click the link your Pogozo onboarding specialist emailed you. This opens a page titled Create your customised Pogozo set up manual.
TIP If the page says the link Is not valid or has been revoked the link has expired. You can contact us at hello@pogzo.com for a new one.
Fill in the form to tell us a bit about your business. We will build the manual based on your answers with everything you need, and nothing you don't.
Why do we ask about your current business systems?
Depending on where you are coming from the steps in the onboarding manual may change. For example if you are coming from Cliniko or Nookal we include steps on how to run an API migration between the two systems so that you can transfer your data automatically. Other systems support different transfer methods. Once we know what you are coming form we can make sure your checklist gives you the most efficient method to make the change.
After you submit your questionnaire you'll receive an email with a link to your interactive set-up checklist. A step by step guide to work through getting Pogozo set up.
Working through your set-up checklist
Your set up checklist is a step b step guide to settings up your Pogozo account. We recommend you follow the steps in order. This is the most efficient way to set up your account.
Progress bar — at the top, showing how many items you've completed and a percentage, updating in real time.
Sections — your checklist is grouped (e.g. Bookings & calendar, Communication, Integrations) based on your questionnaire answers. Each is labelled Must do or Optional, and some show a short note about anything you need in place first.
Ticking items — tick the checkbox next to an item once it's done. Progress saves immediately; there's no save button and no way to lose your place.
TIP Some items have a teal TIP box underneath with extra guidance — keep an eye out for these.
You can share this document with your team so the onboarding becomes a collaborative process. You can leave comments on sections that require someone else's input by clicking Add comment under that item, enter your name, type your question and click Post comment.