Getting started for new businesses not transferring from other practice management systems

Welcome to Pogozo! We're excited to have you here, let's get you all set up.

Once registered, one of the first things we encourage you do to is work through the list of six onboarding tasks waiting in your Task list. This will help set up your account and explore the features on offer, one by one. Although you can see your task list on your dashboard, we're going to start on the Task page, accessible from the menu on the left of your screen.

To select each task, simply click on the task text, and a window will pop up from the right with more details about the task. To mark a task as complete, simply check the box to the left of the task item.

We recommend you do these tasks following the order below, as some tasks need to be completed for others to proceed. For example, to set up a class in the class schedule, you'll need a team member with the role of coach or practitioner so you can assign someone to take the class.

Let's get started!

Start here! This task includes some helpful article links that might interest you before you begin your set-up. If you're reading this, you've already found our 'how to' articles - look at you go!
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Before you go any further, if you have come from another practice management software program and you want to transfer your data across from your old program to Pogozo check out our information on switching to Pogozo.

If you have a team, this is the perfect time to add them. For one, it's a great way for you to explore Pogozo together, and team members are great for delegation!

During your 30 day free trial, you can add unlimited team members to your Pogozo account. Each team member will be assigned a role: admin, coach or practitioner. Keep in mind that once your trial has ended, your subscription level will determine the number of active practitioners you can have. You can have unlimited team members in admin and coach roles with all of our subscription levels. You can review the subscription options and your included number of practitioners here.

To set up your team, select the My team option from the menu on the left hand side.

You'll notice you've automatically been added as a team member with the role of practitioner and super permission levels for administration, finance and reporting. To complete your profile permissions and information, click on your name or the three dots at the end of your row, and select View.

To edit your profile, select the pencil icon in the top right corner.

TIP: you might like to read these articles, explaining the different options available when setting team roles and permissions. You can read all about our team member roles here and about team member permissions here.

From here, you can edit your profile to include:

Once your profile is updated, don't forget to scroll to the bottom of the page and click Save changes, and return to the My team menu to begin adding the rest of your team.

Adding team members is pretty straight forward, but this article provides step by step instructions if you are unsure or get stuck.

Next, we need to set up your business locations. At Pogozo we understand some businesses operate from multiple locations, so have allowed for this as part of your business set-up.

On the main menu go to Settings.

Click on the the sub-menu Business and then Business details.

Here you can view your business details and add multiple locations if you have them. You can refer to this article for more detailed information about adding locations.

As a business we're sure you have important documents your clients need to sign. We recommend setting those up now.

On the main menu go to Settings.

Click on the the sub-menu Documents & Templates

Using the menu on the left, you can upload the following important documents and templates:

Setting up the way you get paid is an important part of doing business.

Firstly you'll need to set up your finance settings. We recommend you start with Currency and taxes and Billable items.

On the main menu go to Settings.

Click on the the sub-menu Finances.

From here you can click on Currency and taxes.
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Select the currency your business operates in.

Then add the tax rate of your region. For example if you are in Australia we recommend adding GST at a rate of 10%.

Next, we suggest you set up your Billable items.

For more information about billable items checkout the article Billable items.

Finally, if you plan on making payments either once off or automating payments for memberships and class passes through Pogozo you'll need to integrate with Stripe. Stripe allows for payments via credit cards or bank accounts.

You will need an active stripe account to integrate with Pogozo, if you don't have one and need to set up a Stripe account for your business do that first here.

If you have a Stripe account and you're ready to connect it with Pogozo follow the steps in the article Integrating with Stripe.

Time to get some of the day-to-day things sorted out! Let's set up your appointments, classes and memberships, after all you are in the business of helping people and we can't book them in until you have something to book.
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On the main menu go to Settings.

Click on the the sub-menu Appointment, classes and memberships

Under this tab, you'll be able to set up the sections relevant to your business:

We suggest starting at the top with Appointment settings and making your way down the list. The following articles provide detailed instructions for setting up your appointments, classes and memberships:

Congratulations! You're now well on your way to setting up your Pogozo account, and simplifying your business administration tasks.

Remember, our dedicated support team are here to help with anything you need. You can call them, email them or schedule a video chat.