Explore the guide for Employee Training on Shakeyourtail. From creating a secure password to accessing various sections like Clients, Bookings, and Reports, this guide will walk you through essential steps to navigate and utilize key features efficiently.
Go to app.shakeyourtail.com
1. Step 1
Once you have created an account, you're ready to go!
2. Step 2
This will the page you see when you are logged in. This is the schedule page and it shows you who is working, and what appointments you have that day.
3. Step 3
Navigate to the Clients section.
4. Step 4: Addin
Here you can view all your clients and their pets at a glance, access their record card, or add a new client. You can also do all of these from your schedule view page too.
5. Step 5
6. Step 6
7. Step 7
8. Step 8
The bookings tab shows you any bookings or booking requests and their status if you use online booking.
9. Step 9
We have added an extensive list of breeds in the system for you, however you can go in and delete, amend and create new breeds yourself.
10. Step 10
11. Step 11
Depending on how you wish to use your set-up, you can add services which can be used as add-ons to bookings.
12. Step 12
Users are those who have access to logging in to Shake Your Tail. If you want to give all your staff members their own login for example, you can restrict what they can can do with regarding to bookings etc.
13. Step 13
Your resources are those who an appointment can be booked against. This could be a groomer, or 'doggy daycare' or even the type of groom.
14. Step 14
These documents can be created and saved for you to send out to your customers if you so wish. You can even get them to sign it electronically.
15. Step 15
Here you can view, create and edit any notifications you use to communicate with your clients.
16. Step 16
Campaigns are an awesome extra tool and we even offer some pre-made templates to purchase to help your customer communication and marketing.
17. Step 17
Here you can generate smart reports based on the information you have put into the system.
18. Step 18
Shake Your Tail is linked up to SumUp allowing you to take online payments and deposits swiftly and efficiently at the touch of a button.
19. Step 19
If you wish to use the online payment service, simply sign up to SumUp here.
20. Step 20
In the store tab, you can purchase additional text message bundles if you need them.
21. Step 21
And campaign credits.
22. Step 22
View and purchase templates for your campaigns. Once you have purchased these, they are yours to personalise and use.
23. Step 23
And here you can view and change your subscription plan.
24. Step 24
25. Step 26
In the account tab, you can log out of the system, change your password and various other security details.
The guide covered essential steps for Employee Training on Shakeyourtail, including accessing different sections like Clients, Reports, and Payments, as well as managing profile settings and subscriptions effectively.