Franchise Info Call
Service
25 minutes
Meet with a PocketSuite expert on Zoom to see how we can support your franchised or multi-location business.

Zoom meeting room link: https://us02web.zoom.us/j/2954795992
Facility (annual)
$1,800
Subscription
due every 12 months
Facility annual subscription #facility
Welcome Call
Class
1 hour
Drop-in
We are so glad you chose to join the PocketSuite family!

Please join us for a one hour Welcome to PocketSuite Zoom Call where we will provide a quick orientation on exactly what you need to get started and get the most from your PocketSuite subscription!

Suite Academy Zoom link: https://us02web.zoom.us/j/3922851042
General Office Hours
Class
1 hour
Drop-in
Have you watched the Foundations and Growth Lab playlists (unser settings>tutorials) and still have questions? You have come to the right place! Let's get your lingering questions answered, so you can hit the ground running! Questions submitted on the forms will be prioritized, so please fill out the form! We look forward to seeing you there! Just click the link below to join!

**Suite Academy Zoom Link: https://us02web.zoom.us/j/3922851042
Welcome Recording
Package
1 session
After "purchasing" this FREE package, you will receive a message in your PocketSuite account that contains the link to this recorded playlist.

Please make sure you tap on messages>PocketSuite Support after checking out to access the link to your WELCOME Call Playlist.

This recording will walk you through basic INITIAL setup in the app so that you can be prepared for the Foundations and the Growth Lab LIVE calls (or recorded playlists).
Foundations Recording
Package
1 session
After "purchasing" this FREE package, you will receive a message in your PocketSuite account that contains the link to this recorded playlist.

Please make sure you tap on messages>PocketSuite Support after checking out to access the link to your FOUNDATIONS Call Playlist.

This recording will cover all of the necessary features and settings that you need to get right in order to properly set up your Business Calendar.
Growth Lab Recording
Package
1 session
After "purchasing" this FREE package, you will receive a message in your PocketSuite account that contains the link to this recorded playlist.

Please make sure you tap on messages>PocketSuite Support after checking out to access the link to your GROWTH LAB Call Playlist.

This recording will cover all of the features that will help you scale and automate your business, so you can set repetitive tasks on auto pilot and get back to doing what you love, which is delighting your client!
White Glove Service Subscription
$399
Subscription
due every 12 months
Would you like to be in the fast lane with your PocketSuite business account? We offer white glove expert assistance to streamline your set-up, bring your digital client experience in line with your industry’s best practices and maximize the value you get from every PocketSuite feature.

Our white-glove service costs $399 and entitles you to white-glove support for an entire year. It can be purchased by messaging us inside your PocketSuite app asking to buy “white glove service.” We recommend purchasing it with an annual membership to save some money on your PocketSuite membership.

With White Glove Service from PocketSuite, you can expect all the following benefits for an entire year:

- Client Imports
- Services Transfer
- Contracts & Forms
- Fast Account Set Up
- Auto-Pilot
- Marketing
- Priority Support Line
- Dedicated Account Manager
FAST Feature - Expedited Data Import
$99
Package
2 sessions
Do you have your data in another scheduling or CRM system? As part of our FAST Feature program for $99 to help you expedite your data import request, it includes.

- Review your data transfer needs
- Discuss existing data to be transferred (i.e., Client List, Appointments, Service List, Product List, Packages, Subscriptions/Memberships, Forms, Contracts, Documents, Team/Staff, Etc.)
- Discuss existing and desired Client list and Client profiles
- Add/edit custom, Client fields to your account
- Transfer and import any Client & Other data that you have in a spreadsheet or from another booking system
- Install Online Booking, Online Shopping, Online Leads, and/or Suite Link
- Video walk through of your client experience (as your clients will experience it) with your updated Client field setup and review Client list in your account with completed custom fields

If you are interested in taking advantage of our FAST Feature for Expedited Data Import, purchase this Package. Let’s Go!
FAST Feature - Google Leads & Reviews
$99
Package
2 sessions
Are you interested in getting more leads and growing your 4 and 5 Star reviews? As part of our FAST Feature program for $99 to help you set up and optimize your Google & Reviews feature, it includes.

- Search and Benchmark your current ranking of the booking site for relevant keywords in your service area (industry and service keywords)

- Setup or Review your Google My Business setup including your settings, service area, descriptions, and images (Note: Access free images from http://Pexels.com or http://Unsplash.com)

- Optimize your Online Booking setup with rich and compelling images, great service names, category and item descriptions with relevant keywords

- Setup one time "5 Star Review Wall" push with "Make an Announcement" Smart Campaign to request reviews from past clients who you served prior to turning on the Google Reviews feature

If you are interested in taking advantage of our FAST Feature - Google Leads & Reviews, purchase this Package. Let’s Go!
FAST Feature - Sub-accounts and Client Fields
$99
Package
2 sessions
Do you collect intake information and serve multiple people, pets, or vehicles in the same household? As part of our FAST Feature program for $99 to help you set up and optimize the Sub-accounts feature, it includes.

- Review your current onboarding workflow
- Discuss existing and desired Sub-account data and preferences
- Add/edit Sub-account and Client fields to your account
- Transfer and import any Client and Sub-account data that you have in a spreadsheet or from another system
- Video walk through of your client Online Booking, Appointment Confirmation, and/or Lead Form experience (as your clients will experience it) with your updated Sub-account setup and review Client list in your Pro account with completed custom fields

If you are interested in taking advantage of our FAST Feature for Sub-accounts, purchase this Package. Let’s Go!
FAST Feature - Packages and Subscriptions
$99
Package
2 sessions
Do you sell bundles of services or classes or offer auto-pay memberships? As part of our FAST Feature program for $99 to help you set up and optimize your Packages & Subscriptions, it includes.

- Review your current Categories, list of Services, Classes, Reservations and discuss your ideal workflow
- Import existing, Select from defaults or Create new Packages & Subscriptions with keyword optimized names, prices, descriptions, images, sessions, eligible services, expiration dates
- Discuss whether there is a need for Package/Subscription specific Forms & Contracts (If so, import and link them.)
- Setup Package & Subscription cancellation policy
- Setup Purchase Follow-Up Smart Campaign for clients with link to book prepaid Services, Classes, &/or Reservations
- Setup Renew Expired/Expiring/Exhausted Package campaign
- Video walk through of your client Package & Subscription purchase experience (as your clients will experience it) with your new/optimized Packages & Subscriptions
- Video walk through of your Package & Subscription dashboard to review Active Packages & Subscriptions (apply, release, cancel sessions)

If you are interested in taking advantage of our FAST Feature for Packages & Subscriptions, purchase this Package. Let’s Go!
FAST Feature - Smart Campaigns
$99
Package
2 sessions
Would you like an easy way to send announcements/promotions to your clients, wish them happy birthday, follow-up on missed calls, and send pre and post appointment follow-ups? As part of our FAST Feature program for $99 to help you set up and optimize your Smart Campaigns, it includes.

- Review your existing workflow, including client onboarding, converting repeat clients, reengaging past clients, appointment follow-ups, and nurturing new leads
- Setup either Welcome New Client campaign or Lead Form follow-up campaign
- Setup Missed Call &/or Missed Text campaigns
- Setup Happy Anniversary campaign
- Setup Prep for Appointment / Send After Appointment campaigns
- Setup Purchase Follow-Up campaign
- Setup Reach out to Past Client campaign

If you are interested in taking advantage of our FAST Feature for Smart Campaigns, purchase this Package. Let’s Go!
FAST Feature - Documents and Contracts and Forms
$99
Package
2 sessions
Do you need clients to submit medical records, vet/vaccination reports, or inspiration and before photos? Do you also need to track expiration dates and prompt clients to update these records regularly? As part of our FAST Feature program for $99 to help you set up and optimize your Documents, Contracts, and Forms, it includes.

- Review your existing workflow, including client onboarding, scheduling, post appointment follow-up
- Import existing / select from
defaults / create Document fields, Contracts, & Forms
- Attach Contracts & Forms to Items
- Setup completed form follow-up campaign and signed contract follow-up campaign
- Video walk through of your client Form & Contract completion and signing experience
- Video walk through of your Document, Form, & Contract dashboards

If you are interested in taking advantage of our FAST Feature for Documents, Contracts, and Forms, purchase this Package. Let’s Go!
FAST Feature - Clients and Custom Fields
$99
Package
2 sessions
Do you have custom intake questions that you’d like your clients to complete the first time that they book you or every time they schedule an appointment? As part of our FAST Feature program for $99 to help you set up and optimize your Clients & Custom Fields, it includes.

- Review your current onboarding workflow
- Discuss existing and desired Client list and Client profiles
- Add/edit custom, Client fields to your account
- Transfer and import any Client data that you have in a spreadsheet or from another system
- Video walk through of your client experience (as your clients will experience it) with your updated Client field setup and review Client list in your account with completed custom fields

If you are interested in taking advantage of our FAST Feature for Clients & Custom Fields, purchase this Package. Let’s Go!
FAST Feature - Online Products
$99
Package
2 sessions
Do you sell products for pick-up or shipping? Would you like to launch an online store? As part of our FAST Feature program for $99 to help you set up and optimize your Online Products, it includes.

- Review your current Categories, list of Services, Classes, Reservations and discuss your ideal add on &/or standalone Online Product workflow
- Import existing, Select from defaults or Create new add on and standalone Online Products with keyword optimized names, prices, descriptions, and images
- Discuss whether there is a need for Online Product specific Client Fields, Forms, & Contracts
- Setup Online Product cancellation policy
- Setup Purchase Follow-Up Smart Campaign for clients
- Setup Completed Order Follow-Up Smart Campaign for clients
- Video walk through of your client Online Order (add on & standalone) purchase experience and Product Order dashboard to review / confirm / and complete Orders

If you are interested in taking advantage of our FAST Feature for Online Products, purchase this Package. Let’s Go!
FAST Feature - Classes and Reservations
$99
Package
2 sessions
Do you offer group classes or events on a one-off or series basis? As part of our FAST Feature program for $99 to help you set up and optimize your Classes & Reservations, it includes.

- Review your current Services and discuss your ideal Classes & Reservations workflow
- Add Classes and Reservations with keyword optimized names, prices, descriptions, images, sessions, eligible products, expiration dates
- Add Classes & Reservations to existing Packages & Subscriptions, if applicable
- Setup Booking cancellation policy
- Setup/update Default memos with relevant instructions and/or setup Prep for Appointment / Send After Appointment campaigns
- Video walk through of your client Class & Reservation booking experience (as your clients will experience it) with your new/optimized Classes & Reservations
- Video walk through of your Classes & Bookings/Unpaid Bookings dashboards

If you are interested in taking advantage of our FAST Feature for Classes & Reservations, purchase this Package. Let’s Go!
FAST Feature - Teams
$99
Package
2 sessions
Would you like help onboarding and training your team members? As part of our FAST Feature program for $99 to help you set up and optimize your Teams, it includes.

- Review your current services and discuss your ideal Staffing schedule & workflow
- Add Team members
- Setup Scheduling & Staffing preferences
- Advanced: Setup Group chat with team members and create onboarding Forms & Contracts for team members
- Video walk-thru of your team member onboarding experience, team member app, viewing team member calendar/setting blocks, viewing team member chats, assigning team members to jobs (if not set to auto-assign), income dashboard reports by team member, staffing data exports, paying a team member, and removing a team member.

If you are interested in taking advantage of our FAST Feature for Teams, purchase this Package. Let’s Go!
FAST Feature - Multiple Locations
$99
Package
2 sessions
Do you have multiple locations or are you looking to launch a second location? As part of our FAST Feature program for $99 to help you set up and optimize your Multi-Location account, it includes.

- Review your current Categories, list of Services, Classes, Reservations, and Team members and discuss your locations and workflow
- Discuss multi-location setup options
- Setup multiple locations based on preferred setup above
- Video recording walk through of your multi-location booking experience

If you are interested in taking advantage of our FAST Feature for Multiple Locations, purchase this Package. Let’s Go!
FAST Feature - Online Booking and Scheduling
$99
Package
2 sessions
Would you like your clients to be able to self-book and pay you online? As part of our FAST Feature program for $99 to help you set up and optimize your Online Booking & Scheduling feature, it includes.

- Review your current Categories and Services as well as discuss your ideal Online Booking workflow
- Set Scheduling preferences
- Add Services and Categories with keyword optimized names, prices, descriptions, and images
- Discuss whether there is a need for Service specific Client Fields, Forms, & Contracts
- Setup Booking default memo and cancellation policy
- Add Services to existing Packages & Subscriptions, if applicable
- Setup Prep for Appointment / Send After Appointment campaigns
- Video walk-thru of your client booking experience (as your clients will experience it) with your new/optimized Online Booking site
- Video walk-thru of your Bookings dashboard to review / confirm / and complete & charge bookings

If you are interested in taking advantage of our FAST Feature for Online Booking & Scheduling, purchase this Package. Let’s Go!
FAST Feature - Online Leads and Lead Followup
$99
Package
2 sessions
Do you have an intake form that you would like new leads to complete before they book their first appointment with you? As part of our FAST Feature program for $99 to help you set up and optimize your Online Lead Form & Lead Follow-up feature, it includes.

- Review your existing workflow, including client onboarding, scheduling, post appointment follow-up
- Add Document fields & Lead Form
- Setup Lead Form follow-up campaign
- Video walk-thru of your client Lead Form experience (as your clients will experience it)

If you are interested in taking advantage of our FAST Feature for Online Lead Form & Lead Follow-Up, purchase this Package. Let’s Go!
White Glove Service Package
$399
Package
100 sessions
White Glove Service Package

Would you like to be in the fast lane with your PocketSuite business account? We offer white glove expert assistance to streamline your set-up, bring your digital client experience in line with your industry’s best practices and maximize the value you get from every PocketSuite feature.

Our white-glove service costs $399 and entitles you to white-glove support for an entire year. It can be purchased by messaging us inside your PocketSuite app asking to buy “white glove service.” We recommend purchasing it with an annual membership to save some money on your PocketSuite membership.

With White Glove Service from PocketSuite, you can expect all the following benefits for an entire year:

- Client Imports
- Services Transfer
- Contracts & Forms
- Fast Account Set Up
- Auto-Pilot
- Marketing
- Priority Support Line
- Dedicated Account Manager
FAST Feature - Resources
$99
Package
2 sessions
Do you have rooms, kennels, equipment, or other resources that you track with your client appointments? As part of our FAST Feature program for $99 to help you set up and optimize your resource management on PocketSuite, it includes:

- A review of of your existing workflow and how you use resources for your bookings
- Import your resources and resource groups to PocketSuite
- Setup your resource requirements on services, classes, and reservations
- Video walkthrough of your workflow and how resources are automatically assigned to bookings

If you are interested in taking advantage of our FAST Feature for Resources purchase this Package. Let’s Go!
Phone Call with Ben
Service
15 minutes
Speak with Solutions Engineer Ben Barrett on the phone about how PocketSuite can support your franchise, multi-location business, or independent business.
FAST Feature - Smart Tasks
$99
Package
2 sessions
Do you have tasks you want to auto-generate with each reservation booking? As part of our FAST Feature program for $99 to help you set up and optimize the Smart Tasks feature, it includes.

- Review your current onboarding workflow
- Discuss existing and desired Smart Tasks
- Have a member of our team setup your Smart Tasks to fit your workflow
- Video walk through of the setup, operation, and management of your smart tasks

If you are interested in taking advantage of our FAST Feature for Smart Tasks, purchase this Package. Let’s Go!
FAST Feature - Reservations
$99
Package
2 sessions
Do you schedule overnight bookings? As part of our FAST Feature program for $99 to help you set up and optimize your Reservations, it includes:

- Review of your current Reservations, booking needs, and discussion of your ideal workflow
- Import existing, Select from defaults or Create new Reservations with keyword optimized names, prices, descriptions, images, check-in and check-out types, and payment structure
- Discuss whether there is a need for reservation specific resources, Smart Tasks, Forms & Contracts (If so, import and link them.)
- Video walk through of your client Reservation booking experience (as your clients will experience it) with your new/optimized Reservations
- Video walk through of your Reservation dashboard and calendar to review ongoing reservations and to schedule new ones

If you are interested in taking advantage of our FAST Feature for Reservations, purchase this Package. Let’s Go!
Test
Package
5 sessions
Test
FAST Feature - Staff Training Call
$99
Package
1 session
Give your team the confidence to run your business on PocketSuite!

This 60-minute live training session is designed to onboard and empower your staff, covering essential tools and best practices so they can manage bookings, clients, payments, messaging, and workflows with ease.

Perfect for new hires or refresher training — get your entire team aligned and productive fast, it includes.

- Review your current services and discuss your ideal Staffing schedule & workflow
- Edit Scheduling & Staffing preferences
- Video recording of the live training for future reference and future team members.

- Walk through how to login
- View calendar (different views)
If applicable (permissions):
- Adding, Editing, Viewing client profiles
- Creating, Sending, Saving & Viewing appointments
- Creating, Sending, Saving & Viewing invoices/estimates/packages/subscriptions/quotes
- Viewing, Editing, & Completing Forms
- Viewing Contracts
- Accepting & Viewing payments and charges
- Viewing Services, Products, and other Items, including pricing
- Creating, Sending, & Viewing client saved, scheduled messages and Smart Campaigns
- Making & Receiving Calls
- (Staff with Access) Reviewing and responding to PocketSuite & Google Reviews
- (Staff with Access) Reviewing and completing Product Orders
- (Admins with Access) Reviewing Reports

If you are interested in taking advantage of our FAST Feature for Staff Training, purchase this Package. Let’s Go!
FAST Feature
$99
Package
1 session
FAST Feature

Our configuration and white glove team will quickly set up or adjust a specific feature in your PocketSuite account so you don’t have to spend time figuring it out yourself. Then, we’ll meet with you to be sure you understand the feature!

Examples include:
- Updating services, classes, or reservations
- Adjusting notifications or reminders
- Configuring scheduling rules
- Setting up simple workflows or settings

This is ideal when you know what you want to change but would prefer our team handle the setup for you.
Account Health Review
$99
Service
45 minutes
Account Health Review

A 45-minute session with our account management team to review your PocketSuite account and recommend improvements.

During this review we will:

- Evaluate how your account is currently configured
- Identify features you may not be using
- Recommend ways to improve bookings, automation, and workflows
- Implement quick configuration updates where possible

This is a great option if you want expert guidance on getting the most out of PocketSuite. This service can be easily combined with fast features for our configuration team to quickly implement updates recommended after your review.

Call will be held at this Zoom link: https://us02web.zoom.us/j/2954795992
PocketSuite Tune-Up
$199
Service
45 minutes
PocketSuite Tune-Up

A comprehensive review and cleanup of your PocketSuite account to make sure everything is optimized. This will include a 45-Minute Account Health Review and a follow-up configuration to implement features discussed with your account expert.

Our team will:

- Review your account configuration
- Suggest features proven to benefit pros in your industry
- Adjust automation settings where needed
- Recommend improvements for packages, workflows, and client communication
- Implement a series of one-time updates based on our conversation

Think of this as a full system checkup to ensure your account is running smoothly and efficiently.

Call will be held at this Zoom link: https://us02web.zoom.us/j/2954795992
Client Automation Pack
$119
Package
1 session
Client Automation Pack

We will set up a series of automated Smart Campaign workflows designed to increase client engagement and repeat bookings.

This includes up to 5 automations for key parts of your client journey such as:

- Welcome messages for new clients
- Pre-appointment reminders and preparation messages
- Post-appointment follow-ups
- Inactive client re-engagement
- Missed calls or missed texts

These automations help keep your business connected with clients while saving you time.
Team Account Setup & Training
$199
Package
2 sessions
Team Account Setup & Training

If you have staff members working in your business, our team will configure your team accounts and provide a training session so everyone understands how to use PocketSuite effectively.

This includes:

- One Professional Services Call to discuss your team structure
- Setting up staff profiles and permissions
- Configuring staff calendars
- Reviewing role-based access
- One training session covering how team members should use PocketSuite

This helps ensure your team is set up correctly and operating efficiently.
Forms and Contracts Feature Configuration
$125
Package
1 session
Forms and Contracts Feature Configuration

Need multiple document types set up in your account? Have us set up both Forms and Contracts at once and save $25. Our team will help import or build intake forms, liability waivers, and any other paperwork in your PocketSuite account.

This includes:

- Recreating existing Forms or Contracts
- Building new Forms or Contracts from information you provide
- Attaching Forms or Contracts to services, packages, or even each other
- Adding “dynamic fields” to contracts to automatically pull in client information or entries on an attached forms
Forms Feature Configuration
$75
Package
1 session
Forms Feature Configuration

Automate client intake. Our team will set up feedback forms, client report cards, and any other document collecting information.

Setting up your Forms includes:

- Recreating existing forms or report cards
- Building new Forms curated for your business
- Attaching Forms to Services, Packages, and other items
- Creating unique URLs for Forms to be shared or posted

Forms in PocketSuite can be client facing, internal only, and even have some fields that are only visible to your team. Ask us about how we can build a form to meet your needs.
Contracts Feature Configuration
$75
Package
1 session
Contracts Feature Configuration

Protect your livelihood with liability waivers, service agreements, and any other documents requiring a customer signature.

Setting up your Contracts includes:

- Recreating existing waivers, agreements, or other contracts
- Building new Forms based on your terms & language
- Attaching Contracts to Services, Packages, and other items
- Adding “Dynamic Fields” to automatically pull in client or transaction information to the body of the contract.

Contracts are essential for any business to set expectations with the customer, protect your time, and guarantee your income. Ask us how we can help you build contracts into your workflow today.
Paid Data Import
$250
Service
In this paid service, we will do the heavy lifting of data configuration for you! Simply send us a backup file from your current software, and our team will handle the rest! Keep an eye on your inbox- we may have a few questions about your data during the process to ensure everything is correct!