Account Set up

0:00 After signing into Puurk and completing the setup of your merchant account, proceed to menu, profile, business profile, and then update your profile with the appropriate information.

0:12 Make sure you fill out the sales tax rate appropriate for your jurisdiction. This sales tax rate will be applied only to products, not to your services.

0:20 If you have additional locations, you can proceed here, add new location as long as that location has the same EIN number as your existing location.

0:32 If it is a separate EIN, you'll need a separate Puurk account.

0:00 After setting up your business profile, proceed to menu, settings, add edit users, and begin to add new users. All access is somebody with all administrative abilities, insights into financial reports, dashboard metrics, the ability to delete, and add new users, and details surrounding each transaction

0:24 . Those with limited access can do things like create plans and add clients, but are not able to see financial details in reporting.

0:29 and cannot add other users or change business settings. Any user who does not render services can be left blank. Next, invite that user with either sending them a text message, a copy invite link, or get the QR code.

0:47 Before contacting Park, make sure they've used the exact email address you've entered with no typos, and the exact phone number.

0:54 If they're not being linked to your account and being asked to enter information like an EIN number, they are using a different login than what you have entered here.

1:04 Make sure you add each member of your staff to perk.

0:01 If you prefer to accept tips, this is the screen that your clients will see as they check out on their phone.

0:06 These amounts you see here are based on the retail value of the transaction. Clients can also come in and enter a customer amount.

0:13 To get started, come in our menu, settings, tips, and toggle on. There are a few different ways to track tips.

0:22 You can visit ledger, select the transaction in question, and view tips on an individual transaction basis. You can also visit menu, reports, payment details, and you can view transactions one at a time here.

0:38 Or you can select a custom date range, download the CSV, and view them in bulk. At this time, Perk does not offer any ability to split tips or identify which service provider should receive the tip.

0:00 To apply any type of a discount, credit, loyalty reward point, membership, or any other form of a credit or coupon, visit menu, settings, credits, and begin to set up a list of applicable credits that you might use in your location.

0:20 First, start by add new credit. Name this credit whatever you prefer. If you have specifics about this credit, you can describe them here.

0:29 This section is only viewable by staff. The maximum and the max percentage amount are protection thresholds that prevent staff from entering erroneous numbers.

0:39 In this case, we'll set the maximum discount amount to $100. We'll set the maximum percentage amount to 10%. If you have a default amount, you can enter that here or leave blank and allow your staff to manually enter it.

0:52 If you don't have a default dollar amount or a default percentage, feel free to leave these blank and your staff can fill these in when they get to it

0:00 To start creating offers, you'll need to upload all of your services one by one. If at some point you discontinue offering the service, just toggle this off and it will be removed from the provider's menu.

0:11 Marginal cost refers to the money needed just for treating the next client like supplies, products, disposable consumables. Commission for that provider will come at a later step.

0:21 At this point, don't worry about things like rent, bills, or salaries as they don't count here because they stay the same whether or not you have another client.

0:29 The goal is to make sure the money you get from a client covers this cost. By asking for this as a down payment, you won't lose extra money if a client chooses to pay in small pieces over time.

0:42 If price for this service can vary by client, you'll want to toggle on this feature so that your providers can edit that price when creating the offer.

0:49 Here is where you'll enter the commission rate. If each staff is on a different commission tier, we recommend using the highest tier available when factoring in commissions.

0:57 You can have a fixed commission, if for example, you pay an automatic $50 for this service, or you can do a percentage, and the percentage can either be off the retail price, which is the unit price, or the profit, which is the retail value, minus the marginal cost that you just entered.

1:16 You can also offer a fixed amount plus a percentage. Here you'll see the marginal cost plus commission added together. You can edit this at any time, but this is what will be displayed automatically to the client.

1:32 Any notes you'd like to leave for your team can be left here. This is only viewable by staff. If you want to upload an image that helps you remember this product or service, you can do so here.

1:44 On this page, select only the providers who render this service. Confirm everything entered is correct and press submit.

0:00 To allow clients to purchase products with their offer, come to menu, services and packages, visit products. Add new, enter the product name, and by default, this will be toggled on.

0:10 If you stop turning this product at some point, just toggle this off, and it will be removed from your provider's menu.

0:17 This is the actual cost you paid for the product. Here, into the retail price. If you want your provider to be able to sell this at different prices, feel free to toggle this on.

0:27 Otherwise, it will remain fixed. If each of your providers are on a different commission tier, we recommend using the highest tier to ensure you're adequately covered.

0:37 Here you'll have the purchase cost plus the commission's enter. Feel free to add in any of the applicable fields. Remember to select this to ensure sales tax is charged.

0:47 Feel free to add any notes for providers. This is private and seen only by office staff. You can also optionally include an image for easier recognition.

0:56 Press Next, ensure all of your information is correct, press Submit and repeat until you had your entire product selection in-per.

0:00 To begin creating packages, go to menu, services and packages. And we'll start on packages, but ensure you have all of your services and all of your products added.

0:12 If you do not, packages will not work. Packages are a function of adding in the services you've already created to create the package.

0:21 Let's show you how. By default, this will be toggled on. If at some point you discontinue this package, just click this and it will be removed from your provider's menu.

0:34 This is where we begin to add in the services that make up the package. This is a facial contour package of three.

0:43 If it were different services, I might select facial contour, Hydrofacial, or whatever consists of that package. But I'm going to simply do three of these for this example.

0:57 Perp will automatically tally the marginal costs from all three of the facial contour packages that you preloaded when adding services.

1:05 That's where this amount comes from. The retail price you see here is automatically told for you. It is the tally of the retail value of all of the services added into this package.

1:18 Those are the retail values you assigned to each of those services during the services setup. If you intend to charge a different price for this package, you can adjust the price here.

1:26 Or you can do so by adding a discount and leaving this full price where it is to show the value the client is getting.

1:33 If your provider needs to amend or change the price when creating the offer, you can toggle this on. Otherwise, it will remain fixed.

1:42 Like marginal costs, commissions are tallied from the individual services added to this package. If the services in this package take six months or 12 months to render or more you might consider reducing the amount of commission charged up front and instead use the monthly payments you receive towards

1:59 provider commission. This is your last chance to gauge whether or not you fill the down payment is an appropriate amount based on the package size.

2:08 Any last minute edits should be made at this time. If you're okay with this amount select next. Feel free to add any details around this package for your staff to see.

2:17 You can also optionally add an image or pass. Be sure to select any of the providers who are capable of rendering this service.

2:24 Check to make sure all details are accurate and press submit.