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Getting Started

Getting Started

Learning the basics of Pocket PA in a few simple steps

17 articles
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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! 💚
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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
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Written by Caro Syson. Updated over a week ago

Your Pocket PA Dashboard

Seeing what's what on your Pocket PA dashboard
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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
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Written by Caro Syson. Updated over a week ago

Getting Started: Your Clients

Adding your first client
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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.
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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
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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
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Written by Caro Syson. Updated over a week ago

Getting Started: Your Products

Adding in products to sell will help to increase your profits
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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
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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
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Written by Caro Syson. Updated this week

Getting Started: Your Business Expenses

How to add in business expenses and mileage tracking
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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
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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
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Written by Caro Syson. Updated over a week ago

Getting Started: Your Dashboard

Understanding your Pocket PA Dashboard
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Written by Caro Syson. Updated over a week ago

Getting Started: Help with Pocket PA

Online support in Pocket PA
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Written by Caro Syson. Updated over a week ago

Cache and Cookie challenges

How to clear your device of cookies and cache
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Written by Caro Syson. Updated over a week ago