Yes. Pocket PA offers a very mobile friendly experience on both iOS and Android. All you have to do is log into your PocketPA.com account on your browser and save it as a shortcut to your homepage. You will need internet to open the site each time as your main account remains on the cloud rather than taking up valuable storage space on your phone. You can also save a link to the website on your phone’s home screen, so you can open it in the same way that you would with a regular app.

You are free to cancel your Pocket PA subscription at any time with no extra notice or cost. Any remaining time you’ve paid for will continue until your expiry date. No partial refunds for unused periods are possible as access to all data will remain in place until expiry.

Once your free trial or subscription ends, we will keep your stored data safe for 90 days in case you change your mind and renew/upgrade your subscription. After these 90 days all of your data will be deleted and you will need to reregister.

Stripe & Square are online payment-processing platforms that allows your business to transfer money from your client’s bank account via credit and debit card into your business account. To create your Stripe or Square account and connect it with your Pocket PA account:

• Log in to your Pocket PA account using WiFi or your phone’s 4G
• Go to your User Profile > Integrations > choose Stripe or Square.
• Select CONNECT TO STRIPE OR SQUARE and you will be taken to the Stripe or Square set up screen to enter the following:
• Business details
• Bank account details
• Where you want your money paid into
• If you don’t have a website to input into the required field, you can add your Facebook or Instagram page.
• Once you have created your Stripe or Square account you can customise its dashboard with your logo, colours, and payment terms.

• Go to your User Profile > Integrations > Stripe or Square Account Integration.
• Press the red button to select DISCONNECT FROM STRIPE OR SQUARE and reactivate with your new Stripe or Square account.
• Please note, you won’t be able to take any card payments, send invoices or collect online payments until you are connected to your Stripe or Square account.

No, you can choose to take payments via Pocket PA are taken within the app using Stripe. Alternatively, you can purchase a Square card reader and use this method - but either way you decide and it means that it’s easier than ever to make your business “cash free”. Whether it’s WiFi or 4G, all you need is a good internet connection. All payments with Stripe are secure and no card details are stored, so there’s nothing for your customers to worry about.

You can create an appointment after adding at least one client and service in your Pocket PA account. To do this, click ‘Appointment’ from the dropdown plus button in the top right-hand corner. From there, you will choose:

• Date of the appointment
• Time of the appointment
• If it’s recurring e.g. weekly/monthly
• Service (you can add new services in this section with the plus icon on the drop-down)
• Client (you can add new clients in this section with the plus icon on the drop-down)
• Appointment location
• Discount (if applicable)

Alternatively, you can click on anywhere in your calendar to add the Service directly from that date and time.

In the ‘Clients’ tab, select the client you wish to edit. Once their details are shown, you’ll see a green Edit button top right, and once clicked, you will go into edit mode. You can then update or add more information to your client’s page, including a profile photo and additional addresses/phone numbers, attachments, images or notes you want to keep specific to your client.

Email addresses are optional when saving new clients as only a first name and a phone number are mandatory. However, an email address is required if you want to send clients invoices, and are great for email marketing or reminder and thank you messages.

You’ll need to go into your User Profile > My Profile > Payment Settings > Payment Methods.

• Switch the CARD PAYMENT button to ON
• You will need to click on the link to Set Up your Stripe or Square account Integration if this is not already active
• Connect or set up your Stripe or Square account under the Payment integrations tab in your User Profile area
• Once this is done, you’ll always see the option to take card payments

No. All transactions take place on the secure Stripe or Square platform and they do not store any card details for future use.

Go into your User Profile > My Profile > Client Notification Area / SMS Notification and purchase your optional credit bundles so you can send automated SMS reminders. In here, you can customise your message and set up how far in advance you would like to send them. Along with reminders, you can also schedule ‘Thank you’ SMS messages following each appointment and send a Booking Confirmation message. Each function can be individually switched ON/OFF using the buttons.

Please ensure you have the right country code selected for every client you send an SMS message to. If you haven’t then the message won’t send. You can check the country code provided by going into your client’s detail page. There is also a HISTORY tab under the SMS Notifications area to show you all messages successfully sent to your clients and for those not delivered you can quickly check back with that client to update their profile with the correct mobile number.

Go to your Business Expense tab and you will find a full list of itemised expenses you have entered along with info on their category, recurrence and whether or not you added a receipt. All data can be exported using the EXPORT button on the top right.

Yes. You can select the days you want to appear for your customers when they access your Online Booking diary. To do this, go into your User Profile > My Profile > Calendar & Time and switch the days ON/OFF for online booking on the right hand side.

Yes. When creating a business expense, you can either upload a JPG or PDF of your receipt from your desktop or take a photo from your phone. This will all be saved securely in the cloud to review at any time.

You can check the Net Income dial on your dashboard for a quick weekly/monthly/annual overview. The number in the middle is the difference between your physically received income for that period minus your paid out expenses within that same period. For more in-depth information on your profits you can refer to the Net Income tab. In here you can see the full business picture and also customise the date ranges.

All data can be exported by selecting the top right EXPORT button in this screen and download it as a CSV, PDF or Excel file to your computer.

At the top right of each tab, i.e. Business Expenses or Income/Payments, there is an EXPORT button. When you press it you’ll have a date range to select from and the preference to view it as a PDF/CSV file or an Excel spreadsheet. You can download this spreadsheet directly onto your desktop for you to open or email onwards. Pro tip: Accountants love CSV or Excel as they cannot sort any data in a PDF file.

Your Pocket PA account offers an automated option to get this information sent weekly, monthly or annually. To do this, go to your User Profile > Helpful Tools > Export information and select your preferences for your recurrence and file format. A link will be sent to your inbox with the required information.

On the dashboard you’ll find an ‘Expected Income Dial’ with red text saying ‘Left to Pay’. This shows you how much money you are due from unpaid appointments. If you click on this it will take you to a full list of outstanding appointments and sales. There is also a link under the Financials drop down at the top to take you directly to this page.

When you go into each appointment or sale, you can click onto your client’s name and contact details to follow it up. If you’d prefer to collect your payment online, you can send your client an invoice outlining the amount due as long as you have connected to a Stripe or Square account.