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Shop Onboarding Overview

Welcome to Worxflow! This guide walks you through the complete onboarding process to get your auto repair shop operational on our platform.

What You'll Accomplish​

The onboarding process consists of 5 main steps that typically take 15-20 minutes to complete:

  1. Shop Profile Setup - Business information and hours
  2. Service Categories - Define your service offerings
  3. Loyalty Program - Configure rewards and tiers
  4. Achievement Badges - Set up customer recognition
  5. Launch - Go live with your shop

Before You Begin​

Make sure you have the following information ready:

  • Business name and DBA (if applicable)
  • Business address and contact information
  • Business hours
  • Tax rate for your location
  • List of services you offer
  • Preferred loyalty program structure

Onboarding Flow​

Step 1: Shop Profile Creation​

When you first log in after registration, you'll be directed to create your shop profile. You'll provide:

  • Shop name and nickname - How customers will see your business
  • Complete address - For customer directions and local search
  • Contact information - Phone, email, and website
  • Business hours - Your operating schedule for each day
  • Time zone - Ensures accurate appointment scheduling

Key Features:

  • Automatic URL generation for your shop's online presence
  • Tax rate auto-detection based on your location
  • Default business hours you can customize
  • Timezone selection for proper scheduling

Step 2: Service Categories​

Define the types of services your shop offers. You'll set up:

  • Service names - Clear descriptions customers understand
  • Service duration - How long each service typically takes
  • Point multipliers - Bonus loyalty points for specific services
  • Active status - Which services to offer immediately

Default Services Available:

  • Oil Change
  • Brake Service
  • Tire Rotation
  • Engine Diagnostics
  • Transmission Service
  • AC Service
  • Battery Replacement
  • General Maintenance

Step 3: Loyalty Program Configuration​

Set up your customer loyalty program to drive repeat business:

Program Settings:

  • Point earning rate - How many points per dollar spent
  • Welcome bonus - Points for new customer sign-ups
  • Referral rewards - Points for customer referrals

Tier Structure:

  • Bronze - Entry level with member pricing
  • Silver - 500+ points with 5% discount
  • Gold - 1000+ points with 10% discount and priority service
  • Platinum - 2000+ points with 15% discount and VIP perks

Step 4: Achievement Badges​

Configure badges to recognize customer milestones and encourage engagement:

Popular Badge Types:

  • First Timer - Welcome new customers
  • Loyal Customer - Reward repeat visits
  • Referral Champion - Recognize customer advocates
  • Maintenance Pro - Celebrate preventive care
  • Early Bird - Reward early appointments

Step 5: Launch Your Shop​

After completing all steps:

  • Your shop goes live immediately
  • Customer registration URL is generated
  • Landing page becomes accessible
  • Dashboard access is enabled

What Happens Behind the Scenes​

When you complete onboarding, Worxflow automatically:

  1. Generates Your Shop URLs

    • Public landing page for customers to find you
    • Customer registration link for easy sign-ups

  2. Configures Default Settings

    • Standard labor rates based on industry averages
    • Tax configuration based on your location
    • Payment processing setup (if subscription active)
    • Email notification templates ready to use

  3. Populates Nearby Suppliers

    • Auto-discovers local auto parts suppliers
    • Creates supplier database for quick ordering
    • Sets up default supplier relationships

  4. Enables Core Features

    • Appointment scheduling
    • Customer management
    • Vehicle tracking
    • Service history
    • Loyalty point tracking
    • Invoice generation

Onboarding Progress Tracking​

The system tracks your progress through these milestones:

StatusDescription
Profile CompletedShop profile created
Services AddedService catalog configured
Rewards ConfiguredLoyalty program set up
LaunchedShop is live and operational
SkippedUser opted to skip onboarding

Quick Setup Features​

Auto-Applied Defaults​

When you create your shop, these defaults are automatically applied:

Labor Rates:

  • Standard Rate: $100/hour
  • Diagnostic Rate: $120/hour
  • Express Service: $80/hour

Tax Settings:

  • Auto-detected based on ZIP code
  • State and local rates combined
  • Configurable tax name (e.g., "Sales Tax", "VAT")

Business Hours:

  • Monday-Friday: 8:00 AM - 5:00 PM
  • Saturday: 8:00 AM - 12:00 PM
  • Sunday: Closed
  • All customizable after setup

Post-Onboarding Actions​

After completing onboarding, you can:

  1. Access Your Dashboard

    • View real-time metrics
    • Manage appointments
    • Track customer activity

  2. Customize Further

    • Add team members
    • Create detailed service packages
    • Set up integrations
    • Configure advanced settings

  3. Start Operating

    • Accept online bookings
    • Process customer check-ins
    • Generate invoices
    • Track loyalty points

Troubleshooting​

Common Issues​

Shop creation fails:

  • Ensure all required fields are filled
  • Check internet connection
  • Verify email is unique

Services not saving:

  • At least one service must be active
  • Service names must be unique
  • Duration must be positive number

Can't proceed to next step:

  • Complete current step first
  • Check for error messages
  • Contact support if needed

Skip Onboarding Option​

If needed, you can skip onboarding and set up manually:

  • Click "Skip Setup" link at bottom
  • Access dashboard directly
  • Configure settings individually