Quick Setup Guide
Follow these simple steps to set up your appointment booking system and get started quickly! You can also view a quick overview of the system in this video.
1. Basic Business Details
Your booking calendar is like a mini website and should display basic information about your business.
- Address & Business Logo: Go to Settings > Basic.
- About & Business Hours: Go to Settings > Basic.
2. Currency, Taxes, and Receipts
Ensure the accuracy of your invoices and reporting by setting your currency and service taxes before creating appointments.
- Currency & Taxes: Go to Finance > Settings.
3. Services, Staff, and Schedules
Create a list of the services your business offers and set up the availability of your service providers.
- Rename the Demo Service and create a Service Provider to start.
4. Client Notifications
Take advantage of automated notifications to keep your clients informed.
- Reminder Frequency: Go to Settings > Notifications.
- Email Template Customization: Go to Settings > Notifications > Email Templates.
5. Booking Fields
Customize the client contact information fields required during the booking process.
- Booking Fields: Go to Settings > Booking Fields.
6. Booking Calendar
Promote online booking for your business.
- Booking Calendar Address: Go to Marketing > Web Integrations.
- Add a “Book Now” button to your website and send an announcement to your existing clients.