Follow these 5 steps, and easily transition your dog training business over to PocketSuite.


Import CUSTOMERS

1)  Download the customer import template file below.

2)  Enter any and all client contact details.

3)  Send an email to import@app.pocketsuite.io with your filled-out client CSV file attached.

your CLIENTS will appear in pocketsuite in minutes...


Add TRAINING SERVICES

1)  Download the services import template file below.

2)  Enter the core details of any service you offer, including title, price, deposit and description.

3)  Send an email to support@pocketsuite.io with your filled-out service CSV file attached.

your SERvices will appear in pocketsuite in minutes...


Add TRAINING CLASSES

1)  Download the classes import template file below.

2)  Enter the core details of any class you offer, including title, client and frequency.

3)  Send an email to support@pocketsuite.io with your filled-out class CSV file attached.

YOUR CLASSES WILL APPEAR IN POCKETSUITE IN MINUTES...


Import your CONTRACTS

1)  Paste or save down your contract into a Word document from your desktop.

2)  Send an email to support@pocketsuite.io with your contracts or waivers attached in Word documents.

YOUR CONTRACTS WILL APPEAR IN POCKETSUITE IN MINUTES...


All your company data has been imported!

You're now set to start scheduling and invoicing clients directly from PocketSuite going forward.