Get ready to take bookings
The few steps between signing up and your first online booking.
Follow the setup checklist
Your Overview page shows a checklist. Until the required steps are done, customers can open your booking page but cannot book. The Finish setup box in the menu shows how far you have got.
- Step 1: Add what you offer. Add at least one service with its length and price. See Add and edit services.
- Step 2: Set your working hours. Choose the days and times you take bookings. On your own, do this in Availability. With a team, set hours for each person in Staff.
- Step 3: Choose who performs each service (teams only). Each service needs at least one staff member with working hours.
- Step 4: Choose how customers pay (optional). Set up card, PayPal, cash or bank transfer in Payments.
Tip: Each step has a button that takes you straight to the right page. The next step to do is highlighted.
Check it works
- Step 1: Click View booking page at the top of the dashboard.
- Step 2: Book a test appointment as if you were a customer, using your own email.
- Step 3: Check the booking appears in your Calendar and that the confirmation email arrives.
- Step 4: Cancel the test booking from Appointments.
Then
- Check your Timezone and booking rules in Settings.
- Switch on the extra features you need, such as multiple staff or deposits. See Business settings and features.
- Invite your team so they have their own logins. See Invite your team and set roles.