Business help center
Setup And Configuration
Browse setup and configuration articles for business support.
Setup And Configuration
17 articles- Add Business Profile Details->
Add core business profile details during first-time setup.
- Add Logo and Branding->
Upload an optional logo and review how the selected style appears with the brand.
- Configure Customer Onboarding->
Set portal copy, agreements, document requirements, intake questions, and onboarding workflow options.
- Configure the Customer Portal->
Find current customer portal configuration surfaces and avoid treating portal setup as a separate page.
- Finish Business Setup->
Review setup progress, migration-source options, and first-time setup completion.
- Invite Your Team->
Invite managers and employees during setup or leave access management for later.
- Manage Business Settings->
Navigate Settings for profile, hours, branding, services, portal, migration, billing, access, and website configuration.
- Manage Services->
Manage service records and class-style sessions from business configuration.
- Prepare for Migration Support->
Review your imported records, request migration help, and send portal setup invitations to migrated families.
- Set Business Hours->
Change post-setup weekly operating hours for the business.
- Set Up Business Hours->
Choose weekly operating hours while completing the setup wizard.
- Set Up Customer Payments->
Connect your Stripe account to collect customer payments and set autopay and automatic-charging defaults.
- Set Up Rooms and Fields->
Configure the operating spaces used for dog placement and daily work.
- Set Up Services->
Create initial service offerings from templates or custom setup options.
- Set Your Brand Color->
Set a brand color and turn on customer-portal branding so the portal uses your color.
- Update Branding->
Update the business logo from Business profile settings.
- Update Business Profile->
Change saved business identity, contact, address, and timezone details.