Manager Training: Data-Connected

Managers: Start Here

Everything you need to get rockin' and rollin'!

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Course curriculum

1. Overview
2. Meet your dashboard
3. Meet your app
4. Mr. Meowgy drop challenge
5. Download the training agenda
1. Creating a team login to the dashboard
1. How pets and reminders sync with your practice software
2. What to do if the pets and reminders aren't showing up in the app
1. Digital health service reminders
2. Postcard features and how to sign up
3. Managing your postcard batch
1. How to process appointment requests from the app
2. Customizing the appointment request feature
3. Real-time appointment booking (for Vetstoria subscribers only)
1. How appointment confirmations work
2. How to configure appointment confirmations
1. Processing refills for in-house pickup from your practice app
2. Embedding your home delivery pharmacy platform in your practice app
1. How pet selfies work
2. How to create a pet selfie slideshow for your exam room or lobby TV
3. How to post your pet selfies on social media
1. Sending emails and notifications to your audience
2. How to send messages to the right target audience
3. How to schedule content using the template library
4. How to drive business and action from your clients with your messages
5. Deciding how frequently to send messages to your audience
1. Accessing third party resources like Care Credit and Pet Poison Helpline
2. How to customize third party links
1. Congratulations!
2. Dance party with Mr. Meowgy
1. How the conversations feature works
2. Customizing the settings for the conversations feature
3. How to send and receive text messages from your practice number
1. How virtual payment works
2. Setting up your merchant account with Gravity Payments
1. How the visit tracker works
2. Customizing the questions on the visit tracker form
3. Where to find your QR code for your visit tracker
1. How post visit surveys work
2. How to modify your survey questions
3. How to stop a survey from going out to a client
4. How to access your survey stats
5. Getting surveys from your clients with the QR code in the exam room
6. How the net promoter score works to drive Google online reviews
7. How to set up triggers and suppressions for your surveys
8. How to pump up your team with the surveys
1. Congratulations!
2. Dance party with Mr. Meowgy
1. Is a loyalty program right for your practice?
2. Adding stamps (paws) and redeeming rewards for the client
3. Creating new stamps (paws) and rewards for your loyalty program
4. Loyalty program talking points for your team
5. Using the Loyalty Management Tool to process your stamps/rewards each day
6. How to calculate the ROI on your loyalty program
7. More loyalty ideas from the Vet2Pet community
1. Congratulations!
2. Dance party with Mr. Meowgy
1. 8 Easy ways to market your platform
2. Download the marketing checklist
1. We want to hear from you!
2. 🎁 Get your reward from Mr. Meowgy

About this course

Free
61 lessons
3.5 hours of video content

Managers: Start Here

Course curriculum

Getting Started

Getting your team into the dashboard

Loading pets into the app for each client

Automated Health Service Reminders

Appointment Requests

Appointment Confirmations

Pharmacy Requests

Selfies

Email and Notification Message Center

Adding more client resources to your app

🎉 Congratulations! You've completed the basics.

Client Conversations with App Chat and 2-way Texting

Virtual Payment

Visit Tracker

Post Visit Surveys

🤗 Congratulations! You have completed Level 2 of training.

Loyalty Program

🍹 Congratulations! You have completed Level 3 of training

Final Step: Your guide to marketing your new app

Claim your prize!

About this course