Welcome you to Sawyer! 🚀
📝 Overview
You're almost ready to start accepting bookings! This guide walks you through everything you need to do before your Sawyer account goes live. You'll sign your agreement, set up your financial information, build your schedule with activities and locations, and prepare your widget for your website. The good news: you won't experience any downtime when you launch.
☑️ Pre-Launch Setup Checklist
Complete these steps in order to prepare your account for going live.
1️⃣ Sign Your Agreement
Check your email for an agreement invitation from Sawyer
Click the button in the email to access your portal
Review the agreement details
Sign the agreement
You'll receive a confirmation email copy
2️⃣ Setup Your Bank Account & Subscription
Once your agreement is signed, you'll need to set up your financial information so you can receive payouts and maintain your subscription.
Navigate to Business Account (click the dropdown at the top right of Sawyer)
Click the Banking tab
Complete the bank account connection process through Stripe (see here for detailed Stripe setup instructions)
Verify your business information
Confirm you see three green checkboxes ✅ (Email verified, Phone verified, Bank verified)
Set up your subscription payment by navigating to Business Account > Subscription
Add your credit card information and click Subscribe
⚠️ Important: You will not be able to receive payouts until your bank account information has been verified.
🗓️ Building Your Schedule
Now it's time to create your activities, locations, and schedules. Follow these steps to set up what you'll offer customers.
1️⃣ Create Your First Activity
Go to Listings
Click to create an activity
See here for detailed instructions on creating activities
2️⃣ Create Your First Location
Stay in Listings
Click to create a location
See here for detailed instructions on creating locations
3️⃣ Create a Time Frame
A time frame is a range of dates within which you'll schedule specific activities. Choose the type based on what you're offering:
For activities that repeat weekly (classes, recurring programs):
Go to Schedules
Create a Semester time frame
See here for detailed Semester setup instructions
For one-time or non-recurring offerings (camps, events, workshops):
Go to Schedules
Create a Camp/Event time frame
See here for detailed Camp/Event setup instructions
4️⃣ Add Activities to Your Time Frame
👥 Importing Contacts (Optional)
⚠️ If you have existing customers you'd like to import into Sawyer, you can do so at no extra cost. This feature is included in the Scale pricing plan.
If you are a provider who went live prior to March 1, 2022, you will continue to have access to your current features as one of our legacy providers.
Click here to learn more about how to import contacts
Click here to learn more about how to import contacts
Contact your sales representative or the Support Team at [email protected]
Request the contact import template
Complete the template with your contact information
Return the completed template to the support team
⏱️ Timeline: The import process takes at least 2 weeks (or 10 business days) to complete.
⚠️ Important Note: We cannot transfer credit card information during the import process.
🌐 Embedding Your Widget & Going Live
Once your schedule is set up, you're ready to embed your Sawyer widget on your website and start accepting registrations. The best part: there's no downtime involved!
Click here to learn more about embedding your widget & going live
Click here to learn more about embedding your widget & going live
How It Works
Our standard process is to embed our scheduling widget(s) directly on your site with zero downtime. Here's what happens:
We request admin access to your website
We embed the widget directly onto your site
Once published, you're ready to start taking registrations immediately
Where to Embed Your Widget
Most businesses embed the widget on:
A dedicated registration page
Specific program or activity pages
You have a variety of customizable options to help set up your website exactly how you envision it.
Next Steps
Contact Sawyer to arrange widget embedding or request the embed code
If you want us to embed the widget, make [email protected] a contributing admin to your website
If you prefer to embed it yourself, request the embed code from the support team and we'll provide it
Pro Tip: Widget Tags
If you have multiple activity pages (e.g., painting classes, ceramics classes, drawing classes), you can use Widget Tags through Sawyer to show only certain classes on those specific pages.
Once your widget tags are configured, email [email protected] and we'll help get them to the correct pages on your site
❓ Frequently Asked Questions
Find answers to common questions about going live.
Do I have to complete all these steps before going live?
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Yes, you'll need to sign your agreement, set up banking, and build at least one activity, location, and schedule to go live. Importing contacts is optional and can be done at any time.
What happens if I don't see the green checkboxes after bank setup?
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It sometimes takes a minute for the system to update. Try refreshing your browser a couple of times. If the checkboxes still don't appear after 30 minutes, contact support.
Can I embed the widget on multiple pages?
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Yes. Most businesses embed the widget on a registration page and individual activity pages. You can customize the widget for each page using Widget Tags to show only relevant activities.
What if I don't want Sawyer to embed my widget?
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That's no problem! You can embed it yourself. Just request the embed code from the support team, and they'll provide it. You can then add it to your website however you prefer.
Will customers see my schedule immediately after I publish it?
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Yes. Once your schedule is published and the widget is embedded on your website, customers can see it right away and start registering.
Can I import contacts from my old system?
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Yes, but this feature is only included in the Scale pricing plan. Contact your sales representative or the support team to request the import template and learn more about your plan.
How long does the contact import take?
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The import process typically takes at least 2 weeks (10 business days) to complete. You'll be notified when the import is finished.
What information can I import for contacts?
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You can import most customer contact information using the provided template. However, note that credit card information cannot be transferred during the import process.
Will my website go down during the widget embedding process?
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No. Our standard process embeds the widget directly on your site with zero downtime. Your website will remain live and accessible throughout the process.
What if I want to embed the widget on specific pages only?
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Absolutely. You can choose which pages display the widget. Many businesses embed it on a registration page and specific activity pages. Use Widget Tags to control which activities appear on which pages.
Can I make changes to my schedule after going live?
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Yes. You can update your activities, locations, and schedules at any time. Changes are reflected immediately on your live widget.
What if I need help with any of these steps?
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Contact the support team at [email protected]. They're happy to help with any questions or to assist with embedding your widget.