Pogozo

Navigating the onboarding task list from scratch

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

How to complete your onboarding questionnaire and work through the personalised set-up checklist we build from your answers.

Your guide to setting up Pogozo: questionnaire and set-up/onboarding checklist

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

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 (also known ad data points or merge points) that automatically populate real details when the email, SMS and push notification is sent. This guide…

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

How to set up and use referral categories

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

How to stop invoices being sent automatically.

FAQ: How can I disable automated invoice emails

FAQs

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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.

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