You are a new customer at Optios and someone of the Sales or Customer Success team has sent you an email to ask you for information to activate your account. This can feel a bit overwhelming 🤯, so let's clarify:
how you can share this info with us?
why it is essential the information is shared before the training session?
what do we need to activate your account?
👉 How can you send us this information?
LOGO
➡️ send it via email to prijslijst@optios.net
ONBOARDING SURVEY
➡️ fill out the survey via this link - that's all 🥳 answers are sent to us automatically.
INFORMATION ABOUT ALL SERVICES + WORKING HOURS
1️⃣ open this file
2️⃣ Click 'File' --> 'Download' --> 'Microsoft Excel'
3️⃣ Open the file in Excel / Numbers / LibreOffice Calc / ... and start adding your information
4️⃣ Save the file and send it to prijslijst@optios.net
OR (in case you don't have these programs on your computer)
3️⃣ Go to https://docs.google.com/spreadsheets
4️⃣ Click 'File' --> 'Open' --> select the downloaded file --> start adding your information
5️⃣ When you are done: Click 'File' --> 'Download' --> 'Microsoft Excel'
6️⃣ send it to prijslijst@optios.net
👉 Why do we need it before the training session?
LOGO
The logo will appear on your online booking, on all emails that are sent to your customers, ... The logo will reassure your customers they're on the right online booking page and the emails can be trusted.
WORKING HOURS
During the training session you will be taught how to use the agenda. When the working hours are already configured, this will give you a more clear understanding of how the Optios agenda works.
INFORMATION ABOUT ALL SERVICES
❗️Configuring your online booking page is the most important aspect of the activation of your account. ❗️
Without services in your account the training will be less effective. That's why we love to help, but our time is unfortunately limited. Make sure to send us the information before the stated deadline in the emails. If you send us the information past the deadline, we can't guarantee that everything will be added to your account. After the training session there is a limited amount of time available per customer for some final adjustments.
ONBOARDING SURVEY
With this survey we ask you questions about the most important settings in your account. By answering these questions before training, we save a lot of time during training. This time will be spent on learning to work with Optios, the things you'll do on a daily basis. The training duration is defined, there is no room for delays in our agendas. So make sure you fill out this survey. It takes 5 minutes max.
👉 The information we need:
the logo of your salon
working hours of all employees (and their names)
information on ALL services you offer in the salon (regardless wether you want customers to book them on or offline)
Name of the service (e.g. highlights)
Category of the service (e.g. coloring)
VAT (e.g. 21%)
Price (e.g. € 79)
Duration in minutes (e.g. 80 min)
Waiting time in minutes (e.g. 40 min)
(optionally) Description of the service
Is service online bookable? (0 = no, 1 = yes)
Can the customer choose an employee? (0 = no, 1 = yes)
Are there any devices required for this service? if so: give name of the device
Is this service performed in a specific room/area? if so: give name of the room
ONLY for PRO packages: the deposit you would like to ask when customers book this service online?
Answers to our onboarding survey (= configuration information)