Frequently Asked Questions
Here are a few of the questions we get the most. If you don't see what's on your mind, reach out to us anytime by email.
Customizing Savvy
- Yes! This is a really valuable benefit of Savvy. You can upload your own logos to emails in settings - messaging - email look and feel.
- To add your own colour scheme and logos to other online communications like forms and invoices
- go to settings - brands.
- You can add logos and your brand colours to online booking too in: online booking - booking set up and this can then be used on your Savvy website, embedded or as a button on your existing website, or added as a link to your facebook page.
- If you go to settings - portal, you can set your brand colours for that too...
- Savvy branding gives a really professional look and feel to all aspects of your business and your clients will be super impressed!
- Absolutely! Go to settings - calendar settings. In there you can choose what days of the week you would like to see, choose what day of the week to start on, decide how many lines per hour in the calendar and much more. Remember to always click save on this screen to keep your changes.
- You can personalize the colour of your appointments too. You can edit the event colour strategy to choose colour code appointments by the type service, by the groomer doing that appointment or by the status of that appointment (workflow colours).
- Make sure you set your colours, if using service colours, in settings - dropdowns - services.
- If using groomer colours go to: settings - users and groomers to set the groomer colours.
- Workflow colours are chosen in settings - messaging - appointment messages, give each section a colour and then when you click those message buttons on the appointment, a message will go out and the colours will change too!
Going paper-free with Savvy
- Yes, Savvy allows you to have as many contracts as you need.
- You can send them out to be signed and automatically saved against the pets profile in the system, or you can easily open the contract up so the client signs there and then in the salon.
- You have a number of options you can use the customer portal, the customer mobile app, contact forms or check in forms.
- The customer portal and mobile apps are great for your pet owners, they allow them to log in and easily fill in all their personal info and pet info and this links directly with your Savvy so no need to transfer the data, everything is autosaved on the system.
- Contact forms and check in forms are both easy to create, with all your own questions and can be sent out to the clients by email or completed in the salon.
- You have a number of options you can use the customer portal, the customer mobile app, contact forms or check in forms.
- The customer portal and mobile apps are great for your pet owners, they allow them to log in and easily fill in all their personal info and pet info and this links directly with your Savvy so no need to transfer the data, everything is autosaved on the system.
- Contact forms and check in forms are both easy to create, with all your own questions and can be sent out to the clients by email or completed in the salon.
Savvy for customers
- Every business that uses Savvy can have a free listing on our SavvyBookings mobile app and web directory http://bookings.itsallsavvy.com/ this is a fantastic resource for pet owners everywhere to find the pet services that they need.
- SavvyBookings is available to pet owners via the app store or google play.
- It's easy to set up and open to all regardless of your Savvy plan. Go to settings - web - directory and you can add your listing, an image and information about you and it will link to your Savvy website or your online booking too.
Setting Up Savvy
- The first time you log into Savvy a set up wizard will automatically open, just follow the prompts to get started.
- The second time you log in, if you need to finish set up, click the magic wand (top right in Savvy) to re-open the set up wizard.
- You need a device that connects to the internet, Savvy works on computers (macs or windows), tablets or phones.
- You need to connect to the internet through Wifi or a hotspot on your phone.
- We would recommend that you open Savvy via Google Chrome (even on a mac) as Chrome is great with all the latest tech that we use.
- Yes! With Savvy you can have an unlimited number of devices and as many users as you need, whatever the plan you choose.
- Savvy synchronises in real time too, if you update one, it updates everywhere.
- It is super easy. Our expert team will be able to advise you and have lots of experience of what you need from other providers.
- Generally if you can get a download of customer and pet data then that information can be uploaded in seconds.
- Click HELP top right in Savvy to chat to a member of our customer support team.
- Go to the settings menu (3 lines top right) and to subscriptions. In there click on the plan that shows up (that is your trial), then you can choose the plan you would like to subscribe to.
- You will be asked for your credit card information, which is held securely via Stripe and will be sent a receipt when payment goes through. Your plan will be accessible immediately.
- Annual plans last for 1 year and will auto renew, so do tell us if you would like to cancel before your renewal date. You will be emailed in advance a warning of when your year is up.
- Monthly plans have a 3 month minimum term. They renew automatically every month and if you would like to leave Savvy let us know 1 month in advance.
Online Booking?
- You don't have to use online booking to use Savvy. Online booking comes in our Extra plan or above and you don't have to use it, you can still book clients in manually.
- Savvy’s online booking is amazing though! You can have it set as a “request” to book to maintain full control of your diary.
- If you decide to try it, you can have it totally bespoke to how you like to work. So only offering slots you can do at times you want appointments scheduled.
- Not unless you want to. Some people like the added level of control, others prefer not having to be involved with the booking process at all and letting their diaries fill themselves! You are free to configure your Savvy however you prefer!
Payments
- Yes you can, there are a number of ways to take advanced payments in Savvy, you can request a payment either full or part payment when you book a customer in using the create wizard.
- You can set the % or amount you would like to charge. You can also request part payments in online booking or via the confirmed message that is sent if you click ‘confirm’.
- Savvy integrates with PayPal and Stripe.
- You can use these providers for online booking and invoices.
- In the Savvy Shops you are restricted to Savvy Pay or PayPal.
- You are also able to record payments via Sum Up, iZettle and bank transfer or cash.
- We would recommend you use Savvy alongside Quick Books where all your payments in Savvy are auto sent through to your Quick Books account
- Savvy pay is great for a fully integrated POS solution for your business
- In person transactions are 1.5% +10p per transaction and online payments are 2.2% +10p
- With Savvy Pay the rates are highly competitive, with no long contracts, fast payouts and the ability to implement a no show/cancellation auto payment policy.
Messaging
- Yes you can send your reminders via SMS or via email or both.
- You can send as many as you need to for example one a week before and another 24hrs before an appointment
- Reminders are fully customisable so you can make them your own, go to settings (9 squares top right) - reminders.
- Reminders can also be sent as “Miss You” reminders that make sure your clients never forget to rebook.
- Yes, in Savvy when you make an appointment there are one click message buttons available to use for things like confirmed, ready for collection and complete messages. These are quick ways to communicate with your clients delivering great service without taking up a lot of time.
- All the message buttons can be personalized in settings (9 squares top right) - messaging - appointment messages. You can even add your own new button, for example “New Client Email”.
- You are in control of all your messaging in Savvy, so you can set a personalized confirmation message to go when you click on confirm.
- You can also set up the “Create Wizard” which is a super fast way of making appointments, from here you can auto send out your confirmation message whenever you make an appointment.
- If you use online booking you can set up a confirmation message to automatically go out once an appointment is booked and/or approved.
- In Savvy emails are unlimited and free, but all your messaging you can also choose to send via SMS if you want to.
- SMS’s should be kept short as 1 SMS credit is used for a message of 160 characters or fewer and 2 credits for 160+
- Every plan has an SMS allocation, if you need more SMS, that's fine, you can review your usage and purchase more SMS by clicking on the speech bubble top right in your Savvy.
- SMS bundle purchases have no time limit and will stay on your account if you need them, perfect if you want to make use of the large bundle discounts.
