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Flybuy Pickup Onboarding

What to expect when onboarding with Flybuy Pickup!

Written by Maggie McCarthy

Updated at April 13th, 2022

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Table of Contents

 Timeline  Onboarding Checklist Questions?

If you are reading this, you likely just signed up for or are thinking about starting the Flybuy Pickup experience.  We are excited to bring your store(s) onboard.  Here is what you can expect as next steps!

Timeline

Kick off Call - Meet the Flybuy team: Up until this point, you have been working closely with your Flybuy Account Executive and as we begin your onboarding process, there are additional members of the Flybuy team who will support your success with Flybuy Pickup.  This call will include:

  • An introduction to your Flybuy Solutions Engineer: oversees the technical aspects of the partnership
  • An introduction to you Flybuy Customer Success Manager who will work closely with your team on the all next steps during onboarding and then your success beyond!
  • Journey to Go-live
  • An official kickoff to launching your brand and determining next steps to reach your goals!

Merchant Portal Tour:  This will be an overview of the Flybuy Pickup service center.  You will learn the ins and outs of this system while also working with your Customer Success Manager to configure customizable settings for your band. The Flybuy team will schedule this after the Kick off call.

Configuring Integrations and tests: Your team will coordinate with your Flybuy Customer Success Manager and Solutions Engineer to configure the necessary integrations for Flybuy and confirm all is functioning prior to Go-live.

Staff Training: Teach your staff the benefits and best practices of Flybuy Pickup and the Flybuy Staff Dashboard!  We will schedule this around the Go-live date.  The Flybuy team can be as involved as you would like in the training process to make sure everyone is set up for success upon launch.

Go-live: The date(s) your store(s) will officially launch the Flybuy Pickup experience to guests!

Regular Check-ins with the Flybuy Team: Throughout onboarding and as we launch your stores, we will set up a regular meeting cadence to stay on track and answer any questions you may have!

Onboarding Checklist

Throughout the onboarding process (and after as well!), you will work closely with your dedicated Customer Success Manager to check off all onboarding tasks.  Below is a list of items that need to be complete or determined prior to you Go-live with the Flybuy Pickup Experience:

  • Brand logo (recommended size is 400x400 pixels)
  • Two brand colors
  • Sites: including site name, site number, phone number, address.  Linked here is a template to provide this information to your Customer Success Manager.
  • Configurable settings: your dedicated Customer Success Manager will work with your team to configure these.
  • Merchant Portal Tour
  • Acquiring devices for the Flybuy Staff Dashboard.  You can find the Flybuy Monitor Guide here.
  • Activating devices with the Flybuy Staff Dashboard
  • Integrations (including: online ordering, SDK, POS, etc.) - the Flybuy team will coordinate with your brand to ensure all in enabled prior to launch
  • Staff training - Flybuy is happy to be as involved as you would like in training!  Again, you will work on this with your Customer Success Manager.
  • Identify Go-live dates
  • Subscribe to the Flybuy Status Page!
  • Flybuy reporting: as soon as stores are live with the Flybuy Pickup Experience, our team will be able to provide reporting on a regular cadence to your stores.  Your Customer Success Manager will work with you to make sure the proper individuals receive reporting on your team!

Questions?

We are here with you every step of the way!  Any questions, please direct them to your dedicated Flybuy team and refer to the additional resources offered as well.  Don’t know who to reach out to just yet? Email pickup-support@flybuy.com and customersuccess@flybuy.com for assistance.

We look forward to working with you!

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