URL: https://www.mangomint.com/learn/guide-for-admin-users/

[Home](/learn/)

[Getting Started](/learn/help-articles/getting-started-with-mangomint/)

[Setting Up Your Account](/learn/help-articles/getting-started-with-mangomint/setting-up-your-account/)

# Setup Guide for Admin Users

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This article covers how to set up your Mangomint account as an Admin user. Admin users usually include business owners and managers who are responsible for setting up and managing their Mangomint account.

## Link copiedGet Started pageLink copied

Your **Get Started** page includes helpful videos and a Setup Guide to help you become familiar with Mangomint and set up your account.

## Link copiedPlayground modeLink copied

When you first sign up, your Mangomint account will be in **playground mode**. Playground mode adds sample data to your account so you can try out Mangomint’s features in a test environment. A **Demo** label is added next to any sample data.

You can disable playground mode by selecting **I'm ready!** on your **Get Started** page.

- Link copied

  ###### What happens when playground mode is disabled?

  When playground mode is disabled:

  - Your Setup Guide will be added to your **Get Started** page.

  - You can [sign up for payment processing](/learn/signing-up-for-payment-processing/).

  - Any sample data with a **Demo** label will be deleted from your account.

  The table below provides more information on what will be deleted and what will remain in your account once playground mode is disabled.

  | Data                 | What happens when playground mode is disabled?                                                                                                                                                  |
  | -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
  | Appointments         | **Appointments will be deleted. It is important that you disable playground mode&#x20;****_before_****&#x20;transferring any appointments from a previous scheduling software into Mangomint.** |
  | Business Setup       | Business Setup information will remain.                                                                                                                                                         |
  | Campaigns            | Campaigns will remain.                                                                                                                                                                          |
  | Cancellation Policy  | Cancellation policy will remain.                                                                                                                                                                |
  | Cash Drawer          | Cash drawer counts and activity will be deleted.                                                                                                                                                |
  | Clients              | Clients will remain.                                                                                                                                                                            |
  | Flows                | Flows will remain.                                                                                                                                                                              |
  | Form submissions     | Form submissions will be deleted.                                                                                                                                                               |
  | Form templates       | Form templates will be disabled, not deleted.                                                                                                                                                   |
  | Gift Cards           | Gift cards will be deleted.                                                                                                                                                                     |
  | Inbox                | Conversations will be deleted.                                                                                                                                                                  |
  | Intelligent Waitlist | Waitlist entries will be deleted.                                                                                                                                                               |
  | Membership plans     | Membership plans will be deleted.                                                                                                                                                               |
  | Memberships sold     | Client memberships will be deleted.                                                                                                                                                             |
  | Offers               | Offers will remain.                                                                                                                                                                             |
  | Package setups       | Package setups will be deleted.                                                                                                                                                                 |
  | Packages sold        | Packages sold will be deleted.                                                                                                                                                                  |
  | Products             | Products will remain. If a demo product was edited, it will be deleted.                                                                                                                         |
  | Purchase Orders      | Purchase orders will be deleted.                                                                                                                                                                |
  | Resources            | Resources will remain.                                                                                                                                                                          |
  | Sales                | Sales will be deleted.                                                                                                                                                                          |
  | Services             | Services and service customizations will remain. If a demo service category was edited, it will be deleted, unless a service was added underneath it.                                           |
  | Staff Members        | Staff members will remain.                                                                                                                                                                      |
  | Time Clock           | Time cards and time clock activity will be deleted.                                                                                                                                             |

## Link copiedOnboarding sessionLink copied

Your onboarding session is a 30-minute call where one of our Onboarding Managers will guide you through the process of setting up your account.

Your Onboarding Manager will discuss the following with you:

- Data import and transition from your previous scheduling software

- Processing sales using Mangomint

- Any questions you have about Mangomint or the onboarding process

## Link copiedData importLink copied

If you are transferring to Mangomint from a previous scheduling software, our team is happy to import your data.

For most systems, we can import the following:

- **Clients (including contact details):** It will take about 24 hours to import your clients once we receive all your client information.

- **Products, inventory, and gift cards:** We will import your products, inventory, and gift cards a few days before your launch date to ensure you have more accurate stock levels and gift card balances.

Depending on your previous scheduling software, we may or may not be able to import client notes, formulas, previous sales, and previous appointments. Your Onboarding Manager will discuss this with you during your onboarding session.

## Link copiedVideo & article resourcesLink copied

Here are a few videos that can help you set up your account:

- [Service Provider Setup:](/videos/feature-spotlight-service-provider-setup/) This video can help you learn how to set up your service providers, including inviting staff members, updating compensation settings, and customizing work schedules.

- [Video Library:](/videos/) Visit our Video Library to watch on-demand videos and learn about different Mangomint features in detail.

Here are a few articles that can help you set up your account:

- [Business Setup:](/learn/help-articles/business-setup/) Set up your business details, locations, branding, etc.

- [Cancellations & Rescheduling:](/learn/cancellations-and-rescheduling/) Set up your cancellation policy, enable self-cancellations, etc.

- [Apps & Integrations:](/learn/help-articles/integrations/) Enable and disable apps, manage integrations, etc.

- [Staff Setup:](/learn/help-articles/staff-members/) Set up and invite your staff members, adjust staff work schedules, etc.

- [Services Setup:](/learn/help-articles/services/) Set up your services, service customizations (add-ons), etc.

- [Online Booking Setup:](/learn/help-articles/online-booking/) Enable online booking, adjust online booking preferences, etc.

- [Automated Messages:](/learn/help-articles/automated-messages/) Customize automated emails and text messages.

- [Payments:](/learn/help-articles/payments/) Learn about client payment methods, set up your Front Desk Display, etc.

## Link copiedLaunch dateLink copied

Your launch date is the date you will start to use Mangomint as your day-to-day scheduling software and turn off your previous scheduling software. Picking a launch date will help you determine which future appointments from your previous scheduling software you will need to transfer into Mangomint. You only need to transfer future appointments from your launch date onward.

## Link copiedTransfer future appointmentsLink copied

If you are transferring to Mangomint from a previous scheduling software, you will need to manually transfer future appointments (from your launch date onward) into Mangomint.

Before transferring future appointments, [disable your automated messages](/learn/automated-messages-appointment-booked/#send-for-all-bookings) in Mangomint so that your clients don’t receive notifications as you work through the transfer process.

- If you are importing your client list into Mangomint, please wait until we have finished importing clients before transferring appointments.

- During the transfer process, keep the appointments up to date in both your previous software and Mangomint. Any change to a future appointment (such as rescheduling or cancellation) should be made in both systems.

Learn more about [creating appointments](/learn/create-a-new-appointment/).

## Link copiedStart your subscriptionLink copied

Visit our website to [compare Mangomint plans](https://www.mangomint.com/pricing/) and find the plan that works for you. When you're ready, [start your Mangomint subscription](/learn/help-articles/mangomint-subscription/).

## Link copiedLearn the basics in MangomintLink copied

Learn more about [the basics of the Mangomint platform](/learn/help-articles/getting-started-with-mangomint/mangomint-basics/), including navigating between different apps, adding notes, and more.

## Can't find what you're looking for?

with us to talk to a real person and get your questions answered, or browse our [on-demand videos](/videos/).

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