Complete your setup
New accounts show a Complete setup guide at the bottom of the main menu. It tracks the four steps that get you ready to take bookings.
Setup steps
- 1
Click Complete setup at the bottom of the main menu.
- 2
Work through each step. Click a step to go straight to the right page:
- Add a service - see Create services.
- Add a team member - see Add team members.
- Set up online booking - see Share your booking site.
- Set up client billing - connect Stripe or Square to take card payments.
Completed steps are ticked. Click Dismiss guide to hide it once you're done.