REACH - My Business

Getting started with My Business

1. Navigate to the bottom left-hand side of the screen and click on the silhouette of the person and then on My Business.

 

5 Sections/Tabs

 

Location Info – Please make sure that all fields are completed and accurate, this info is customer-facing and your booking/cancellation policy will be shared with your end-users. Do not worry about saving the info, once you have entered the data it will automatically save, and your Google Maps link will be auto-generated and added to this page. The phone number that you see here will be used for communication purposes so be sure it is a number that you want your customers to call. The email address shown here is what we have on file for the business, if this is not correct please contact Customer Success to have it changed.

Business Hours – The information that you enter here will not be used to drive what is offered, but it will be displayed on your booking page for your customers to see. Feel free to add any holidays that you might be closed for as well; it is always a good idea to let your customers know when you will be in the shop.

My Providers – This section will allow you to review your providers that have been pulled into the platform from your Scheduling Software. You can click on the "Details" button to upload a photo of your provider that will appear on booking emails and booking pages for that provider.

My Plan – This section will display the subscription plan that you are on with Octopi, it cannot be edited but it will be there should you want to know the details of your subscription plan and see your Billing History. You will also see your current card on file for paying your monthly fee. There is a link under your card number should you need to switch to a different card:

My Income – Since you will want to get paid for all the bookings that are processed through the REACH platform, you will want to set up a payment account powered by Stripe. 

Please CLICK HERE for the article on how to set-up your Stripe account.


My Brand – Here is where you can upload your company logo. This logo will be automatically added to communication emails. You can also add a business avatar if you choose. There is a default avatar in place but your own personal avatar brings a new level of fun and personalization to your Reach emails.