My Account is Set Up – Now What do I Do?

August 3, 2019

Terrific! You're on your way. Here are your next steps:

  1. Upgrade your Personal PayPal account, if you have one, to a PayPal Business Payments Standard account (it's free), or set up a new account. It only takes a few minutes, and you'll need it to get paid online.  Click here
  2. Schedule a few minutes with us. Once you have your Business PayPal account set up, Contact Us so that we can associate your Merchant ID with your scheduling account and answer any questions you have. You can also email us anytime. Here's how you find your Merchant ID.
  3. Download the app:  iOS   Android
  4. Sync your scheduler with your personal calendar so it's all in one place, if desired. Here's a short how-to video for Google calendar.
  5. Email your custom link to your clients (after you have your PayPal connected!). You should have received your custom link in your welcome email. If you haven't please let us know. Or, if you'd like, we can help you upload your client list and we can send them an email to schedule with you.
  6. After each lesson, mark it as Completed - Read more here

Here's a sample email text you can use to send to your clients:

Appointment times are now available online
Hi (CLIENT_FIRSTNAME),
I'm pleased to be offering the ability to sign up online for your lessons now.  I'm teaching at (LOCATION) on (day of week), and at (LOCATION) on (day of week).
Click here to schedule now: (put your custom link).
The online booking option is available 24/7 so that you can make appointments whenever it fits into your schedule. If you need help using the scheduler or have any other questions, please let me know.
I look forward to working with you and your student soon!
Your Name
Your Email
Your Mobile