Getting Started

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 yesterday

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 over a week ago

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