Guide for Admin Users
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 business in Mangomint.
This article covers:
Demo mode
When you first sign up for a Mangomint account, your account is in Demo mode. Demo 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.
When you're ready, you can turn off Demo mode from the Get Started page in your account. Turning Demo mode off does not automatically begin a paid subscription.
When Demo mode is turned off:
Data with a Demo label is deleted.
Appointments are deleted. It is important to turn off Demo mode before transferring any appointments from a previous booking software into Mangomint.
Form templates are disabled and form submissions are deleted.
If you add the following new information to Mangomint in Demo mode, the information will remain in the system after Demo mode is turned off:
Business Setup information
Cancellation Policy
Clients
Products
Services
Staff Members
Note: Demo mode must be turned off before you can sign up for a Mangomint Pay account.
Get Started page
Use the Get Started page in Mangomint to help you set up your account. The Get Started page includes helpful links, a list of tasks to try in Mangomint, and a Setup Guide to help you get up and running.
Mangomint 101 webinar
Learn the basics of setting up your account and get your questions answered in our Mangomint 101 webinar. This webinar is a great resource for learning how to set up your account on your own.
Helpful articles for setting up your account
Here’s a list of articles that can help you set up your account:
Business Setup: Set up your business details, locations, branding, etc.
App Manager & Integrations: Enable/disable apps and manage integrations.
Staff Setup: Set up your staff members and invite them to the platform.
Services Setup: Set up your services, service customizations (add-ons), etc.
Setting Your Cancellation Policy: Set your cancellation policy.
Automated Messages: Configure automated emails, texts, etc.
Online Booking Setup: Enable online booking, adjust online booking preferences, etc.
Payments: Learn about payment types, Mangomint Pay, the Front Desk Display, etc.
Onboarding session
Your onboarding session is a 30-minute call (with screen share) where one of our Onboarding Managers will discuss the following with you:
Data import and transition from your previous booking software
Processing sales using Mangomint
Any questions you have about Mangomint or the onboarding process
Importing your data
If you are transferring to Mangomint from a previous booking software, our team is happy to import your data. For most booking systems, we can import the following:
Clients (including contact details): It takes about 24 hours for our engineers 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 booking software, we may or may not be able to import client notes, formulas, and histories such as previous appointments or previous sales. Your Onboarding Manager will discuss this with you during your onboarding session.
Note: For most booking systems, we cannot transfer future appointments into Mangomint. You will need to transfer them as part of your onboarding process.
Deciding on a launch date
Your launch date is the date you will start to use Mangomint as your day-to-day software and turn off your previous booking software (if you have one). Picking a launch date will help you determine which future appointments from your previous booking software you will need to transfer into Mangomint. You only need to transfer future appointments from your launch date onward into Mangomint.
Here are some things to keep in mind when deciding on a launch date:
Most businesses pick a launch date somewhere between 1-2 weeks after they begin their onboarding process.
A good launch day is usually a day after your business was closed. If your business is open every day of the week, consider choosing one of your slower days as your launch day.
Transferring future appointments
If you are transferring to Mangomint from a previous booking software, you will need to manually transfer future appointments (only from your launch date onward) into Mangomint.
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 in both your previous software and Mangomint up to date. Any change to a future appointment (such as rescheduling or cancellation) should be made in both systems.
Disabling automated messages
To transfer future appointments, begin by turning off your automated messages in Mangomint so that your clients don’t receive notifications as you work through the transfer process. To do this, go to Settings > Automated Messages > Appointment Booked. Select the gear icon next to the default automated email message.
Disable the Send for appointments booked by a staff member toggle. You will re-enable this toggle closer to your launch date.
You can now begin transferring your appointments from your previous software. Learn more about creating appointments.
Starting your subscription
If you are the Billing user for your account, you can manage your Mangomint subscription by selecting Subscription from your profile menu. Once you’ve started your subscription, you can use your subscription page to change your plan, modify your plan add-ons, and update your billing credit card. Visit our website to compare Mangomint plans.
Once you’ve set up your account, learn the Mangomint basics, including how to create and check out appointments.
