Getting Started
Learning the basics of Pocket PA in a few simple steps
17 articles
Written by Caro Syson

Welcome to Pocket PA - what is Pocket PA and who is it for?
Thank you for choosing us as your Digital Assistant! 💚
Written by Caro Syson. Updated over a week ago
Pocket PA is a 'Web-App' so there is nothing to download
Understanding more about how to use & access your Pocket PA account
Written by Caro Syson. Updated over a week ago
Your Pocket PA Dashboard
Seeing what's what on your Pocket PA dashboard
Written by Caro Syson. Updated over a week ago
Shortcut access to your Pocket PA account
How to save Pocket PA to your home screen on your mobile device
Written by Caro Syson. Updated over a week ago
Getting Started: Your Clients
Adding your first client
Written by Caro Syson. Updated over a week ago
Getting Started: Your Calendar
Setting up work hours and locations and enabling locations for online booking and book your first appointment.
Written by Caro Syson. Updated over a week ago
Getting Started: Understanding the basics about Services, Multi-part services, Classes, Class Sessions and Packages
All you need to know to understand the difference between these types of appointment bookings
Written by Caro Syson. Updated over a week ago
Getting Started: Your Services
Adding new services lets you allocate it a colour and decide whether to make available to show in online booking
Written by Caro Syson. Updated over a week ago
Getting Started: Your Products
Adding in products to sell will help to increase your profits
Written by Caro Syson. Updated over a week ago
Getting Started: Online Booking
Set up hours/ locations if applicable / add code to Social channels or website
Written by Caro Syson. Updated over a week ago
Getting Started: Adding in Income & Payments
How to add in payments & income and set up your Stripe or Square payment gateway
Written by Caro Syson. Updated this week
Getting Started: Your Business Expenses
How to add in business expenses and mileage tracking
Written by Caro Syson. Updated over a week ago
Getting Started: Booking confirmation & Reminder Notifications
Choose Email or SMS options and then create bespoke messages and select when to send
Written by Caro Syson. Updated over a week ago
Getting Started: Your Subscription
Your 14 day free trial then choose a monthly or annual payment
Written by Caro Syson. Updated over a week ago
Getting Started: Your Dashboard
Understanding your Pocket PA Dashboard
Written by Caro Syson. Updated over a week ago
Getting Started: Help with Pocket PA
Online support in Pocket PA
Written by Caro Syson. Updated over a week ago
Cache and Cookie challenges
How to clear your device of cookies and cache
Written by Caro Syson. Updated over a week ago