Follow these steps, and easily transition your health & fitness 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...


ANNOUNCE TRANSITION TO CLIENTS

* Send a single email to all your clients to prepare them about your new billing and scheduling software. Use the below template as a helpful guide (just copy/paste into an email). *

 

Greetings clients!

We are excited to announce our transition to a new billing and scheduling system called PocketSuite. From now on, you will be notified of upcoming training appointments via text message, and can simply enter credit card information securely from your phone or computer through our new software to make service payments. 

No account setup or work on your part needed AT all! In fact, we made the switch to PocketSuite to make payments that much more convenient for our clients. More information about the security and popularity of our new software can be found below...

PocketSuite is a PCI compliant entity, and has partnered with Stripe Payments (www.stripe.com) as its global payments processor. All client credit card data is handled via Stripe's encrypted tokenization security system. More information on payment security can be found via Stripe's Security Terms, as well as PocketSuite's strict Privacy Policy and Terms of Services on its website.

PocketSuite helps more than 15,000 business owners deliver convenient and secure scheduling, invoicing and payment services to their clients. PocketSuite has been featured on TechCrunch, Forbes, MarketWatch, and other press publications over the years, as it continues to innovate mobile business management. You can read more about the company at www.pocketsuite.io.

Thanks again for being such valuable customers!


Sync ACTIVE APPOINTMENTS

1)  Download the bookings import template file below.

2)  Enter the details and frequency of your current training appointments for each client.

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

your APPOINTMENTS will BE SYNCED to YOUR CALENDAR 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...


Import your FORMS/QUESTIONNAIRES

1)  Download the forms import template file below.

2)  Enter the details of any form or questionnaire you would like clients to fill out.

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

YOUR SERVICES 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.