Frequently Asked Questions

What is Included?

Why should I use the ABMP Edition of PocketSuite?

The ABMP Edition powered by PocketSuite is a powerful, all-in-one business app that supports you in managing your schedule, clients, and payments while providing you timely resources and business tips directly from ABMP on how to run and grow your business.

What are the different ABMP Edition Plans?

ABMP Basic Plan: This free plan is available exclusively to ABMP members and comes with core business features including scheduling, online booking, payment processing, digital forms and contracts, client management, and more!
ABMP Premium Plan: This plan costs $24.99/month and includes all of the Basic plan features plus premium offerings such as packages, subscriptions, classes, repeat appointments, and products, the ability to mark off-platform payments as paid and process buy now pay later transactions, unlimited business texting, and marketing features including text marketing and Google reviews integration.
ABMP Team Plan: This plan starts at $34.99/month for two additional team members and has all of the Premium plan features plus team management features, including scheduling team members, payroll, assigning tasks, and team messaging. Additional team members cost just $9.99/month, or you can get unlimited team members for $99.99/month.
See PocketSuite Plan comparison chart

How does the ABMP Edition compare to PocketSuite’s standard plans?

The ABMP Edition comes pre-loaded with ABMP recommended forms, contracts, services, and more to help you run your business with their expert advice. PocketSuite also does not offer a free plan to the general public, but the ABMP Basic plan includes several premium features for free such as scheduling, payment processing, and digital paperwork. Additionally, the ABMP Edition delivers timely ABMP curated content, business tips, and resources exclusively for ABMP members to help you run and grow your business, stay updated on industry trends, and benchmark your progress.

Does the ABMP Premium Plan include any discounts for ABMP members?

ABMP members receive 15% off ($45 discount for solo professionals) when they purchase an annual plan! This deal is exclusive to ABMP professionals, who can get a whole year of PocketSuite premium for only $255. To take advantage of this offer, just reach out to PocketSuite from the messages section of your account or email support@pocketsuite.io and say "I'd like to claim 15% off an annual plan as an ABMP member".

What are your processing fees?

Our processing fees are among the lowest in the industry at 2.9% + 30¢ per transaction.
It’s a flat rate. There are no hidden fees. Also, with our surcharge feature, you can pass that fee along to your clients directly.

What if I am currently processing payments through Venmo, Zelle, Square, PayPal, or another payment provider?

Venmo: With Venmo, when clients pay you using a credit card through Venmo, Venmo does charge a processing fee of 3%.
Zelle: Most clients opt to make payments with a credit card. It is not currently possible for clients to make credit card payments through Zelle.
Zelle & Venmo: Neither Zelle nor Venmo can provide you with clean reports on just your client-related payments for taxes and your other accounting needs. However, suppose you have clients that prefer to process payments through Zelle or Venmo. In that case, you can accept client payments through those providers and then “Mark Paid” the appointment or invoice in PocketSuite so you can track all of your income in one place with beautiful reporting.
Square: Square has a higher processing fee than PocketSuite for online (keyed-in transaction) payments of 3.5% + 15¢ per transaction compared to lower PocketSuite rates: 2.9% + 30¢ per transaction. Online payments are typically collected when your client books you online and pays a deposit, purchases a package, pays for a subscription/membership, or pays an invoice. These payments are the majority of the payments that professionals process on PocketSuite.
PayPal: PayPal’s payment processing rate schedule here shows that fees vary based on the type of card, card-present vs. not-present, location, and many other factors. However, for online payments (keyed-in transactions), PayPal’s rates are 3.49% + 9¢ per transaction compared to PocketSuite’s lower rate of 2.9% + 30¢ per transaction.

How long does it take to get a deposit in my account?

One business day is our standard processing time to deposit client payments into your bank account.
PocketSuite offers instant deposits! Instant deposits require an instant-eligible debit card and cost an additional 1% fee. One business day is the standard processing time to deposit client payments into your bank account.

Are there any hidden fees?

There are absolutely no hidden fees or charges. PocketSuite values the community and wants to be completely transparent with you in helping you run and grow your business.

How Do I Get Started?

Where can I get more information?

To learn more, sign up for a Welcome Call to talk to one of the PocketSuite team members! Also, check out the How It Works page and the PocketSuite Suite Center.

I'm in! How do I signup?

Great! Click here to register for the ABMP Edition and then head to the AppStore or GooglePlay to download the PocketSuite app. Once you register, you can also sign in online at desktop.pocketsuite.io.

I signed up but I'm not on the ABMP Edition. How can I switch over?

Just send a message to PocketSuite support in-app or email us at support@pocketsuite.io with your ABMP member ID and say you’d like to be moved over to the ABMP edition of PocketSuite. This might’ve happened if you already had a PocketSuite account before signing up for the ABMP edition, but it’s no problem for us to move you to the ABMP edition of PocketSuite!

Do you provide demos? Can I get a walk-through of each of the features in the ABMP Edition?

Yes! Here are a couple demos of the ABMP Edition Powered by PocketSuite.
- ABMP Signature Edition—Desktop Onboarding
You can also check out our Foundations and Growth Lab YouTube Playlists for more tutorials on specific features.

Can I talk to someone about my specific workflow and business needs? I am not sure yet whether it will work for me.

One of our team members would be happy to work with you! PocketSuite Academy has video tutorials, live Welcome Calls, and upgraded support options.

I am switching from another booking app. Can I get help in transitioning my clients and business information?

Certainly! Our imports team is happy to help you migrate your client list, service offerings, booked appointments, active packages, subscriptions, intake, and other forms, waivers, and contract templates! You can send anything you’d like the PocketSuite team to import into your ABMP Edition account to support@pocketsuite.io. Please be sure to include your PocketSuite login number (i.e., mobile number) in the email so that the team can confirm your account information before completing the import.
We have also created self-serve guides for transitioning your client and business information to the ABMP Edition powered by PocketSuite from Booksy, Schedulista, Schedulicity, MassageBook, Square Appointments, Acuity, MindBody, and Vagaro.

I already set up my account but I want to go back and add recommended forms, contracts, and default items. How do I do that?

One of the most powerful features of the ABMP Edition are the recommended forms, contracts, and default items created by the experts at ABMP. If you’ve already set up your account and decide you want to add more of these defaults to your account, head to Settings and click the setting you want to add the default for. From here, click the plus button in the upper right of your screen and choose “Select From Defaults” from the popup menu. This will show you all the recommendations you have not already added to your account. For example, to add a recommended form, head to Settings > Forms > Plus > “Select From Defaults” > Select Form(s) from list.

Will I be able to ...

Use the ABMP Edition on Desktop as well?

The ABMP Premium Edition is available on all platforms, including mobile devices, tablets, and desktop! Once you register, you can also sign in online at desktop.pocketsuite.io.

Connect my Google Calendar, iCalendar, or other calendars to PocketSuite?

Yes! Check out this article from the Suite Center to learn more about how to sync your personal calendar to PocketSuite and vice versa. You can say goodbye to double booking challenges forever.

Allow my clients to book me online? Where can I find my online booking link?

Yes! You can add your booking link or widget to your website or social media to start getting booked online. You can find your booking link by logging into the mobile app and tapping on Settings > Online Booking > Share to copy or share your booking link. Here is what your clients will see when they book you online. If adding widgets to a website built on the ABMP web
builder, follow these special instructions.
If you would like to add your online booking site to your social media pages (i.e., Instagram, Facebook), here is how.
If you need help adding your online booking site to your website, send an email to support@pocketsuite.io with your website address and login information and PocketSuite can help add the booking link(s) wherever you like on your website. If you’d like to do it yourself, you can access the “How to?” instructions on how to do it by logging into the mobile app and tapping on Settings > Online Booking > Share to send instructions. The instructions will be sent to your email on file, and you can take it from there.

Customize my booking site?

Yes, absolutely! In the mobile app, under the Marketing Suite section in Settings, you can tap Settings > Online Booking to add your business logo and a hero image on your booking site or your company’s primary color. You can make these updates by logging into the mobile app and tapping Settings > Online Booking.

Send appointment reminders?

Yes! All ABMP plans include the ability to send text or email automatic appointment and payment reminders, as well as appointment confirmation messages, to ensure your clients never miss an appointment. Plus, you can charge booking deposits and set enforceable cancellation policies to make sure clients value your time as much as you do.

Collect sales tax?

Our sales tax feature is another way we help you save time, energy, and money. By turning on the sales tax feature, you can automatically collect sales tax based on your zip code or even your client’s zip code by turning on the sales tax feature! Learn more here.

Keep internal client records including SOAP notes?

PocketSuite supports fully customizable client fields, digital forms and contracts, and sub-accounts for family members to make sure you’re always collecting all necessary information and protecting yourself from liability. You can attach fields, forms, and contracts to specific services to make sure you have the right paperwork on file before every appointment.
And, as part of ABMP’s partnership with PocketSuite, we worked closely to develop a comprehensive list of forms, contracts, and internal client fields, including SOAP note templates, which you can complete and save to your clients’ profiles for easy reference!

Integrate with Quickbooks?

PocketSuite does not currently have a direct integration with QuickBooks. Still, it is incredibly easy to export your data to a QuickBooks compatible file so that you can import your PocketSuite income and other data into Quickbooks with one click. To learn more, click here!

Export my data?

Yes! PocketSuite makes it incredibly easy to export your data. Just head to Settings > Data Export and choose from various export options for any period! Learn more here.

Sell products?

Yes! You can set up an online products store and sell products for shipping or in-store pickup. Customers can purchase products from your online shop link or your online booking link. And, you can track product inventory, set shipping rates, and include processing times for in-store pickup.
PocketSuite also supports selling add-on products to customers booking appointments with you. Our add-on products feature allows you to set which products are recommended for which services, so when a customer books an appointment with you online, they’ll see relevant product recommendations based on your criteria.

ABMP PocketSuite Signature Edition—FAQ

Frequently Asked Questions

What is Included?

How Do I Get Started?

Will I be able to ...

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