Onboarding Guide
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Once you've paid your invoice, we'll need a couple business days or so to get your portal set up for you. It'll be worth the wait, we'll complete as much as we can from Step 1 and Step 2 for you!If you want to dig in now, I recommend documenting any changes you want to make to your Service offering and Pricing now. That will help speed up Step 1.Before we start setup, let's get on a call. No prep is generally needed unless your onboarder states otherwise.
Your key decision-makers who will lead this onboarding (1-3 people)
30-45 minutes
Within 1-3 business days of paid invoice
Set communication norms
Discuss Go-Live timeline expectations
Get some branding assets
Introduce booking and pricing to prep for
Ensure everyone who needs access to Tonomo right now has it
Step 1 is all about getting your booking and pricing set up. These reflect your revenue stream and are the foundation for all the other features on Tonomo. During account setup, we added some of your Services and Packages for you. So for Step 1 we just want to look over that work, answer any questions and make any required changes.In addition, we're going to complete one technical item.
Set DNS records
Reach out to your Tonomo onboarder and let them know. We will review your configurations and resolve any questions or issues we find by reaching out in Slack or setting a meeting.Also, see the Prepare section for Step 2.
Password to your Dropbox account
Password to your Square account (if you're using Square through us)
Password to your primary calendar account (info@yourcompany.com, support@yourcompany.com, etc)
Login to integrated services
Square
Reach out to your Tonomo onboarder and let them know. We will review your configurations and resolve any questions or issues we find by reaching out in Slack or setting a meeting.
In Step 3, we want to look at how your employees will use Tonomo in their day-to-day. The Tonomo process will look different from what they're used to, but we can improve the transition by tweaking the system into something tailored to them.
Have a meeting with Onboarder to answer any questions and make changes
Reach out to your Tonomo onboarder and let them know. We will review your configurations and resolve any questions or issues we find by reaching out in Slack or setting a meeting.
In Step 4, we're completing a booking process dress rehearsal to adjust all of the products and processes to your liking.
Walkthrough a complete order from booking to delivery using fake customer information.
Discover all of the tweaks and changes we want to make in the portal
Decide on a go live strategy:
Go live to all customers at the same time
Rollout to select customers first for feedback
Run staff through system first for feedback
Before you go live to your customers there are a couple of things we recommend double checking:
This will ensure that customers can book normally.
Everything in completed.
Everything in completed.
Haven't planned out your Services and Packages clearly yet? We put together a worksheet to help organize your offerings. to access it, log into your Google Account and then click File > Make Copy in the top left corner. If you don't have Google, copy/paste to Excel. The first spreadsheet is an example and the second is a worksheet for you to fill.
(often Google)
Connect at least
Set
Set
Test your configurations by
Review all of the key features of
Confirm all staff are within Tonomo and you've set their
1.Your Booking Flow settings, particularly and what you offer.
2.Your are connected and their is set. (You will know their calendar is set if it appears in the Schedule section).