Onboarding & Tailored Services
Your Partner, Every Step of the Way
Free TrialWith over 10 years’ experience, we have SaaS implementation down to a science. From the first meeting to the final rollout and staff training, we can deliver exactly what you’re looking for on a timeline that minimizes disruption, and ensures maximum employee adoption.
Get What You’re Looking For
Whether you’re after a simple implementation or need support on more complex requirements, we work to tailor your finished product to meet your unique needs. Having worked with financial institutions both large and small, our team of experts can help to guide you to success.
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Our Step-By-Step Set Up
Step 1
Kick-off Meeting
Our team will meet with your key stakeholders to align on your goals, current processes, important KPIs and timeline to discover the best course moving forward.
Step 2
System Walkthrough
We’ll dive deep into how your software works, covering any configurations or integrations with existing platforms, permissions, workflow integration and more.
Step 3
Configuration & Customization
In order to match your branding, theme and desired customer booking experience, we’ll discuss custom configuration options for your solution.
Step 4
Data Collection Meeting
We’ll focus on identifying and collecting the staff, service, location and scheduling data to be imported and populated in the system.
Step 5
Finalizing System Set-up
You’ve provided the info, now we set up your system. Weekly check-ins keep you informed and allow us to work through any questions that may come up.
Step 6
Training Discovery Meeting
Our trainer will meet to discuss which roles require training, unique use cases to explore, and any change management recommendations.
Step 7
Facilitator-Led Training Session(s)
You will receive a custom training deck and video for your organization, and our training team will run virtual or on-site sessions with your team.
Step 8
Final System Walkthrough and Go Live!
After we’ve done a final system walkthrough and addressed any final decisions, we’ll go live with your enterprise appointment scheduling solution.
ONGOING
Customer Success Check-In Meetings
For the first month after going live, you’ll have a check-in with your Customer Success Manager every two weeks. Then, we’ll meet on a quarterly basis to check-in on your progress against your goals, coach you to get more out of the solution, and answer any questions.
