Before you start
Use this when standing up a brand-new location. It begins once the franchise has added service@groomingops.com to their MoeGo account — that's what lets the master session reach them.
Two things to keep in mind the whole way through:
- The master session must be Active (bottom-left of the sidebar) for any step that talks to MoeGo. If a button is disabled or you're told to start the master session, that is why.
- Most of setup is admin-only. If you don't see an option, Brandon does.
The steps
- Add the location. Overview → Add Location. Give it a name and paste the location's MoeGo calendar URL — the form pulls out the IDs automatically. This link is what connects everything.
- Pull business info. On the location's Setup tab, use Pull from MoeGo. This fills the business name, phone, booking link, and intake-form link in one click.
- Set quote settings — service fee first. Setup → Quote Settings. Set the per-pet service fee before the next step. Then set the service-area ZIPs on the Edit screen (only the ZIPs you actually serve — Zoey uses these to know who's covered).
- Check the MoeGo lists, then click Onboard this location. First, in the location's MoeGo: pet sizes must be named Toy, Extra small, Small, Medium, Large, Extra large, Giant, and Customer & Pets → Coat Types must include Short and Long. Then, on the Setup tab, find the Onboard services card and click Onboard this location — one button, not a checklist. It runs a quick preflight check first (sizes, coat types, the service fee, the online-services template) and if anything's missing it tells you exactly what and where to fix it in MoeGo, without starting anything. Once preflight is clean, it runs the whole chain itself: converts the old services to the new format (prices never change), builds the online menu, refreshes the list here, pulls the business profile, and normalizes any pets still on old coat types — all in one pass, and it double-checks its own work at each step rather than assuming it worked.
- Set up the intake form. Setup → Intake form → Compute plan → review → Apply. This makes the location's form match our standard one.
- Set up the phone (Zoey + transfers). This part has some technical wiring Brandon handles. You'll get a phone number for the location, decide where Zoey transfers callers (a Chatwoot line the team answers, or one central pool number), and send the number to Brandon to finish connecting it. Then in Setup → Zoey setup, fill in Zoey's number and the transfer number; once every check is green, flip Go live.
- Connect Facebook (if they use Messenger). In Chatwoot, connect the location's Facebook page so the team can answer Messenger chats.
- Give the team access. Settings → Team → assign the right people to the location. They see nothing until they're assigned.
- Go live. Turn on call forwarding from the location's number to Zoey's number — that's the switch that makes her live. Then test: call the number, give a ZIP, ask for a price, then ask for a person and confirm it transfers (have someone in Chatwoot ready to answer).
Watch out for
- Set the service fee before clicking Onboard this location — preflight now blocks the run and tells you to set it, instead of letting it seed at the wrong price.
- Pet sizes named Toy through Giant, coat types include Short and Long — fix these in MoeGo first; preflight checks both and won't start the run until they're right.
- "Missing base services" on the card — an online service needs a matching base service (same service, size, and coat) to price from. If one's missing, the card lists it. Add the base service in MoeGo, then click Re-run — it picks up where it left off, it doesn't start over.
- Coat normalization happens at the end, automatically — pets on old coat types get fixed as the last step of the run, once the services underneath them are already in place.
- Service-area ZIPs are on the Edit screen, not the Add screen.
- The master session must be Active for every MoeGo step.
- The transfer number must actually ring a real person — make sure someone's covering it.