Pogozo

Navigating the onboarding task list from scratch

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

Alex Pogozo

Jadzia Frith

Setting up Pogozo

Wondering how to add a new location? Follow these simple steps

Adding a new location

Wanting to change or add your Logo to your account?

Add or change your business logo

Using the QR code

Edit your business information

Add peak hours

Sending SMS to your clients is easy - no prepayment required.

Paying for SMS

Continuing with Pogozo after your free trial

Starting your Pogozo subscription

Keep your billing information up to date for your Pogozo subscription

Updating payment details for your Pogozo subscription

Changing your subscription level

Connect your Pogozo account with apps that integrate.

Integrations

Multiple locations? Growing team? Manage your business settings here. 

Business settings 

Set your calendar up just the way you want it.

Appointment calendar settings

Appointment categories allow for easy sorting and reporting

Create appointment categories

Adding new appointments to your Pogozo account

How to create appointment types

You can get pre-payments when your clients book online or through the mobile app.

Requesting pre-payments for appointment bookings

Multi practitioner appointments

Creating or editing the class schedule

Setting up your calendar for class bookings

Class calendar settings

CrossFit, Pilates, Yoga, Zumba or Judo you can create any type of class!

How to create class types

Discontinue a class

Appointment settings 

Make your location POP by adding colours to your calendar

Adding background colours to your calendar locations

Appointment settings

Create a pass card (membership)

Class passes and memberships make billing for classes easy!

What is the difference between a membership and a pass card membership?

An overview of our new membership features.

Membership Update

A membership type defines the rules, pricing, and inclusions that apply every time a client joins that membership.

Membership type settings reference guide

Membership settings

FAQ- My practitioners are not showing up in the online bookings or mobile app.

How to make practitioners available for online and mobile app bookings

Everything you need to set up online appointment bookings in Pogozo — from making practitioners available and creating website booking links, to requiring pre-payment and managing practitioner notifications.

How to set up online appointment bookings

Everything you need to create a class timetable booking link for your website.

How to set up online class bookings

These settings control how clients book themselves into appointments and classes through your public booking pages or the Pogozo App.

How to configure your online booking settings

Online and in-app bookings

Waivers help keep your clients and your business safe

Creating a waiver

Editing and updating a waiver

Create contracts for your memberships and class passes

Creating a contract

Editing and updating contracts

Creating your businesses privacy policy and terms and conditions.

Create documents with ease by having a template for documents you create often.

Create document templates

Set up unlimited templates for your team to use when writing class and appointment treatment notes

Creating a treatment note template

Create body chart template

Document settings

How to create forms, attach them to appointments and classes for online booking, and send them via email, SMS, or push.

Forms: creating and sharing forms with clients

Contracts, waivers, letters, documents and more.

Documents and template settings 

Emails get sent from a centralised Pogozo account but you can make sure your client replies come directly to you!

Set up an email for clients to reply to

Pogozo has a number of placeholders that automatically populate real details when the email, SMS and push notification is sent. This guide explains what they are and how to use…

How to use placeholders in your communications

A fancy email is a visually rich email format that lets you design more complex email templates - perfect for creating communications that match your brand.

Create and manage fancy email templates

Create tags, apply them to client profiles, and use them as a filter in your communications.

How to manage tags

Learn how to create, edit, and delete your simple email templates.

How to manage email templates

Learn how to create, edit, and delete your SMS templates

How to manage SMS templates

More than confirmation and reminders the automated communications are a collection of ready to go SMS, email and push notifications.

Automated communications

The global notification settings allows you to be able to turn on/off emails, SMS and push notifications for groups of communications.

Global notification settings

Communication and marketing settings

How to set your invoice start number, add terms, payment instructions, and next booking details to your invoices.

Invoice Settings

Finance settings

Is the Pogozo subscription fee in AUD?

Add these links to your website to answer some of your clients FAQs

Website links

Troubleshooting when your SMS are not sending

FAQ: My SMS are not sending

How do I add a membership into Pogozo that has been partially used in another system?

FAQ: Adding a membership with sessions already used

FAQs

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.