Set Up Guide TEST2

Just follow this checklist step by step — it’s everything you need to go from setup to your first booking.

Step 1: Business Info & Hours ⚙️

Quick Start:

• Confirm your business settings like address, contact info, and website 📝 Guide | 🎥 Video

• Add business hours 📝 Guide | 🎥 Video

• Upload your logo 📝 Guide | 🎥 Video

• Set pet types you service (dogs, cats, weights, hair length) 📝 Guide | 🎥 Video

Optional:

• Configure taxes (e.g., sales tax) 📝 Guide | 🎥 Video

• Define vaccination requirements 📝 Guide | 🎥 Video

• Grooming: choose scheduling type (appointment vs slot booking) 📝 Guide | 🎥 Video

• Daycare & Boarding: add Rooms & Spaces, feeding schedules 📝 Guide | 🎥 Video

• Configure online booking rules, client notifications, service deposits, tip amounts 📝 Guide | 🎥 Video

Step 2: Services 🗒️

Quick Start:

• Add your main services under each category (grooming (primary services), boarding, daycare) 📝 Guide | 🎥 Video

Optional:

• Add any add-on services 📝 Guide | 🎥 Video

• Set up memberships 📝 Guide | 🎥 Video

• Configure service evaluations 📝 Guide | 🎥 Video

Step 3: Staff & Availability 🧑‍🧑‍🧒

Quick Start:

• Update your profile (personal info, availability, services) 📝 Guide | 🎥 Video

• Add additional staff members (invites sent via email) 📝 Guide | 🎥 Video

Optional:

• Set commissions for staff 📝 Guide | 🎥 Video

Step 4: Clients & Pets 📒

Quick Start:

• Add a client or upload a client list 📝 Guide | 🎥 Video

• Add a pet 📝 Guide | 🎥 Video

Optional:

• Configure client tags (VIP, military, elderly, etc.) 📝 Guide | 🎥 Video

• Add medical and behavioral icons for pets 📝 Guide | 🎥 Video

Step 5: Payments 💳

Quick Start:

• Apply for CuddlesPay for payouts and payment processing 📝 Guide | 🎥 Video

Optional:

• Learn more about CuddlesPay 📝 Guide | 🎥 Video

Step 6: Book Your First Appointment 📆

Quick Start:

• Create a test booking to confirm staff availability and service setup 📝 Guide | 🎥 Video

Optional:

• Test multiple service bookings in one flow 📝 Guide | 🎥 Video

Step 7: Explore More Features

Optional:

• Set up retail products 📝 Guide | 🎥 Video

• Enable marketing features (reviews, promo codes, SMS blasts) 📝 Guide | 🎥 Video

• Explore the Insights page (reports & analytics) 📝 Guide | 🎥 Video

Step 8: Training & Feedback

Essential:

• Review training guides for staff 📝 Guide | 🎥 Video

• Schedule a live setup review call with Cuddles support 📝 Guide | 🎥 Video

Optional:

• Provide feedback on missing features or UX improvements 📝 Guide | 🎥 Video