White Glove Service Package
$399
Package
100 sessions
Would you like to be in the fast lane with your PocketSuite business account? We offer white glove expert assistance to streamline your set-up, bring your digital client experience in line with your industry’s best practices and maximize the value you get from every PocketSuite feature.

Our white-glove service costs $399 and entitles you to white-glove support for an entire year. It can be purchased by messaging us inside your PocketSuite app asking to buy “white glove service.” We recommend purchasing it with an annual membership to save some money on your PocketSuite membership.

With White Glove Service from PocketSuite, you can expect all the following benefits for an entire year:

- Client Imports
- Services Transfer
- Contracts & Forms
- Fast Account Set Up
- Auto-Pilot
- Marketing
- Priority Support Line
- Dedicated Account Manager
FAST Feature - Expedited Data Import
$99
Package
2 sessions
Do you have your data in another scheduling or CRM system? As part of our FAST Feature program for $99 to help you expedite your data import request, it includes.

- Review your data transfer needs
- Discuss existing data to be transferred (i.e., Client List, Appointments, Service List, Product List, Packages, Subscriptions/Memberships, Forms, Contracts, Documents, Team/Staff, Etc.)
- Discuss existing and desired Client list and Client profiles
- Add/edit custom, Client fields to your account
- Transfer and import any Client & Other data that you have in a spreadsheet or from another booking system
- Install Online Booking, Online Shopping, Online Leads, and/or Suite Link
- Video walk through of your client experience (as your clients will experience it) with your updated Client field setup and review Client list in your account with completed custom fields

If you are interested in taking advantage of our FAST Feature for Expedited Data Import, purchase this Package. Let’s Go!
FAST Feature - Resources
$99
Package
2 sessions
Do you have rooms, kennels, equipment, or other resources that you track with your client appointments? As part of our FAST Feature program for $99 to help you set up and optimize your resource management on PocketSuite, it includes:

- A review of of your existing workflow and how you use resources for your bookings
- Import your resources and resource groups to PocketSuite
- Setup your resource requirements on services, classes, and reservations
- Video walkthrough of your workflow and how resources are automatically assigned to bookings

If you are interested in taking advantage of our FAST Feature for Resources purchase this Package. Let’s Go!
FAST Feature - Clients and Custom Fields
$99
Package
2 sessions
Do you have custom intake questions that you’d like your clients to complete the first time that they book you or every time they schedule an appointment? As part of our FAST Feature program for $99 to help you set up and optimize your Clients & Custom Fields, it includes.

- Review your current onboarding workflow
- Discuss existing and desired Client list and Client profiles
- Add/edit custom, Client fields to your account
- Transfer and import any Client data that you have in a spreadsheet or from another system
- Video walk through of your client experience (as your clients will experience it) with your updated Client field setup and review Client list in your account with completed custom fields

If you are interested in taking advantage of our FAST Feature for Clients & Custom Fields, purchase this Package. Let’s Go!
FAST Feature - Google Leads & Reviews
$99
Package
2 sessions
Are you interested in getting more leads and growing your 4 and 5 Star reviews? As part of our FAST Feature program for $99 to help you set up and optimize your Google & Reviews feature, it includes.

- Search and Benchmark current ranking of online booking site for relevant keywords in your service area (industry and service keywords)
- Reviewing your setup including your goals, settings, and existing data
- Transfer your data from another system into PocketSuite (Take a seat. Grab some bubbly because we’ll do it for you! 🍾🥂!)
- Optimizing your setup to streamline your flow (save you time, help you grow, and delight your clients)

If you are interested in taking advantage of our FAST Feature - Google Leads & Reviews, purchase this Package. Let’s Go!
FAST Feature - Sub-accounts and Client Fields
$99
Package
2 sessions
Do you collect intake information and serve multiple people, pets, or vehicles in the same household? As part of our FAST Feature program for $99 to help you set up and optimize the Sub-accounts feature, it includes.

- Review your current onboarding workflow
- Discuss existing and desired Sub-account data and preferences
- Add/edit Sub-account and Client fields to your account
- Transfer and import any Client and Sub-account data that you have in a spreadsheet or from another system
- Video walk through of your client Online Booking, Appointment Confirmation, and/or Lead Form experience (as your clients will experience it) with your updated Sub-account setup and review Client list in your Pro account with completed custom fields

If you are interested in taking advantage of our FAST Feature for Sub-accounts, purchase this Package. Let’s Go!
FAST Feature - Packages and Subscriptions
$99
Package
2 sessions
Do you sell bundles of services or classes or offer auto-pay memberships? As part of our FAST Feature program for $99 to help you set up and optimize your Packages & Subscriptions, it includes.

- Review your current Categories, list of Services, Classes, Reservations and discuss your ideal workflow
- Import existing, Select from defaults or Create new Packages & Subscriptions with keyword optimized names, prices, descriptions, images, sessions, eligible services, expiration dates
- Discuss whether there is a need for Package/Subscription specific Forms & Contracts (If so, import and link them.)
- Setup Package & Subscription cancellation policy
- Setup Purchase Follow-Up Smart Campaign for clients with link to book prepaid Services, Classes, &/or Reservations
- Setup Renew Expired/Expiring/Exhausted Package campaign
- Video walk through of your client Package & Subscription purchase experience (as your clients will experience it) with your new/optimized Packages & Subscriptions
- Video walk through of your Package & Subscription dashboard to review Active Packages & Subscriptions (apply, release, cancel sessions)

If you are interested in taking advantage of our FAST Feature for Packages & Subscriptions, purchase this Package. Let’s Go!
FAST Feature - Smart Campaigns
$99
Package
2 sessions
Would you like an easy way to send announcements/promotions to your clients, wish them happy birthday, follow-up on missed calls, and send pre and post appointment follow-ups? As part of our FAST Feature program for $99 to help you set up and optimize your Smart Campaigns, it includes.

- Review your existing workflow, including client onboarding, converting repeat clients, reengaging past clients, appointment follow-ups, and nurturing new leads
- Setup either Welcome New Client campaign or Lead Form follow-up campaign
- Setup Missed Call &/or Missed Text campaigns
- Setup Happy Anniversary campaign
- Setup Prep for Appointment / Send After Appointment campaigns
- Setup Purchase Follow-Up campaign
- Setup Reach out to Past Client campaign

If you are interested in taking advantage of our FAST Feature for Smart Campaigns, purchase this Package. Let’s Go!
FAST Feature - Documents and Contracts and Forms
$99
Package
2 sessions
Do you need clients to submit medical records, vet/vaccination reports, or inspiration and before photos? Do you also need to track expiration dates and prompt clients to update these records regularly? As part of our FAST Feature program for $99 to help you set up and optimize your Documents, Contracts, and Forms, it includes.

- Review your existing workflow, including client onboarding, scheduling, post appointment follow-up
- Import existing / select from
defaults / create Document fields, Contracts, & Forms
- Attach Contracts & Forms to Items
- Setup completed form follow-up campaign and signed contract follow-up campaign
- Video walk through of your client Form & Contract completion and signing experience
- Video walk through of your Document, Form, & Contract dashboards

If you are interested in taking advantage of our FAST Feature for Documents, Contracts, and Forms, purchase this Package. Let’s Go!
FAST Feature - Online Booking and Scheduling
$99
Package
2 sessions
Would you like your clients to be able to self-book and pay you online? As part of our FAST Feature program for $99 to help you set up and optimize your Online Booking & Scheduling feature, it includes.

- Review your current Categories and Services as well as discuss your ideal Online Booking workflow
- Set Scheduling preferences
- Add Services and Categories with keyword optimized names, prices, descriptions, and images
- Discuss whether there is a need for Service specific Client Fields, Forms, & Contracts
- Setup Booking default memo and cancellation policy
- Add Services to existing Packages & Subscriptions, if applicable
- Setup Prep for Appointment / Send After Appointment campaigns
- Video walk-thru of your client booking experience (as your clients will experience it) with your new/optimized Online Booking site
- Video walk-thru of your Bookings dashboard to review / confirm / and complete & charge bookings

If you are interested in taking advantage of our FAST Feature for Online Booking & Scheduling, purchase this Package. Let’s Go!
FAST Feature - Online Products
$99
Package
2 sessions
Do you sell products for pick-up or shipping? Would you like to launch an online store? As part of our FAST Feature program for $99 to help you set up and optimize your Online Products, it includes.

- Review your current Categories, list of Services, Classes, Reservations and discuss your ideal add on &/or standalone Online Product workflow
- Import existing, Select from defaults or Create new add on and standalone Online Products with keyword optimized names, prices, descriptions, and images
- Discuss whether there is a need for Online Product specific Client Fields, Forms, & Contracts
- Setup Online Product cancellation policy
- Setup Purchase Follow-Up Smart Campaign for clients
- Setup Completed Order Follow-Up Smart Campaign for clients
- Video walk through of your client Online Order (add on & standalone) purchase experience and Product Order dashboard to review / confirm / and complete Orders

If you are interested in taking advantage of our FAST Feature for Online Products, purchase this Package. Let’s Go!
FAST Feature - Online Leads and Lead Followup
$99
Package
2 sessions
Do you have an intake form that you would like new leads to complete before they book their first appointment with you? As part of our FAST Feature program for $99 to help you set up and optimize your Online Lead Form & Lead Follow-up feature, it includes.

- Review your existing workflow, including client onboarding, scheduling, post appointment follow-up
- Add Document fields & Lead Form
- Setup Lead Form follow-up campaign
- Video walk-thru of your client Lead Form experience (as your clients will experience it)

If you are interested in taking advantage of our FAST Feature for Online Lead Form & Lead Follow-Up, purchase this Package. Let’s Go!
FAST Feature - Classes and Reservations
$99
Package
2 sessions
Do you offer group classes or events on a one-off or series basis? As part of our FAST Feature program for $99 to help you set up and optimize your Classes & Reservations, it includes.

- Review your current Services and discuss your ideal Classes & Reservations workflow
- Add Classes and Reservations with keyword optimized names, prices, descriptions, images, sessions, eligible products, expiration dates
- Add Classes & Reservations to existing Packages & Subscriptions, if applicable
- Setup Booking cancellation policy
- Setup/update Default memos with relevant instructions and/or setup Prep for Appointment / Send After Appointment campaigns
- Video walk through of your client Class & Reservation booking experience (as your clients will experience it) with your new/optimized Classes & Reservations
- Video walk through of your Classes & Bookings/Unpaid Bookings dashboards

If you are interested in taking advantage of our FAST Feature for Classes & Reservations, purchase this Package. Let’s Go!
FAST Feature - Teams
$99
Package
2 sessions
Would you like help onboarding and training your team members? As part of our FAST Feature program for $99 to help you set up and optimize your Teams, it includes.

- Review your current services and discuss your ideal Staffing schedule & workflow
- Add Team members
- Setup Scheduling & Staffing preferences
- Advanced: Setup Group chat with team members and create onboarding Forms & Contracts for team members
- Video walk-thru of your team member onboarding experience, team member app, viewing team member calendar/setting blocks, viewing team member chats, assigning team members to jobs (if not set to auto-assign), income dashboard reports by team member, staffing data exports, paying a team member, and removing a team member.

If you are interested in taking advantage of our FAST Feature for Teams, purchase this Package. Let’s Go!
FAST Feature - Multiple Locations
$99
Package
2 sessions
Do you have multiple locations or are you looking to launch a second location? As part of our FAST Feature program for $99 to help you set up and optimize your Multi-Location account, it includes.

- Review your current Categories, list of Services, Classes, Reservations, and Team members and discuss your locations and workflow
- Discuss multi-location setup options
- Setup multiple locations based on preferred setup above
- Video recording walk through of your multi-location booking experience

If you are interested in taking advantage of our FAST Feature for Multiple Locations, purchase this Package. Let’s Go!