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!