Setup and Onboarding

When To Use This#

Use this page when an article compares business setup, customer onboarding, customer portal configuration, service setup, or readiness requirements.

Business Setup#

• Business setup configures the business profile, services, hours, rooms, branding, staff access, and portal behavior.
• Setup changes can affect what customers see in the portal.
• Owners or admins should use the visible setup and settings pages to confirm business-specific configuration.

Customer Onboarding#

• Customer onboarding collects household, dog, and document information needed by the business.
• Customer readiness can depend on both customer-entered information and business-reviewed items.
• Approved onboarding usually moves routine updates to task pages such as Family, Dogs, Documents, Billing, and Bookings rather than keeping onboarding as the normal editing surface.

Readiness#

• A readiness blocker is a visible setup, document, dog, service, or account issue that prevents the next action.
• Articles should explain the visible blocker and direct readers to the matching task page.
• Do not invent required onboarding fields, service rules, document rules, capacity rules, or review timelines.

Policy Boundaries#

Onboarding requirements, service rules, document requirements, capacity rules, and review timelines may be business-specific. Support articles should describe the fields, statuses, and actions shown in the app without turning them into universal policy.

Troubleshooting#

• If customer portal behavior is unexpected, review business setup and portal settings.
• If onboarding does not complete, check household, dog, and document blockers.
• If a service cannot be booked, confirm the service is configured and available.
• If a setup step requires policy decisions, collect the question for a business reviewer.