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What’s next

After you set up the business, locations, employees, working hours, and services, you can move into real day-to-day work in the system. This page is the transition from initial setup to working with clients and bookings.

What should already be ready​

  • Your main business and invoice details are filled in.
  • You have at least one active location.
  • You have at least one active service with price and duration.
  • You have an employee who can accept bookings.
  • You have working hours that availability can be calculated from.

The first actions after setup​

  1. Create your first client in Clients.
  2. Create your first booking in Appointments.
  3. If you will accept requests online, review Online booking.
  4. Check Notifications to make sure the channels and templates are correct.
  5. If you will record payments and invoices, review Finance.

When onboarding is successfully completed​

In practice, onboarding is complete when:

  • you can create a client without missing setup;
  • you can create a booking at the correct time;
  • services appear where you expect them to;
  • when needed, online booking shows the correct available slots.