Business Configuration
Set up your services, locations, and operational settings.Services Setup
Creating Service Categories
Organize services into categories:1
Navigate to Services
Go to Services in sidebar
2
Add Category
Click Add Category
3
Enter Details
Name and description
4
Save
Category is created
Adding Services
Create your service offerings:1
Select Category
Choose the parent category
2
Click Add Service
Create new service
3
Basic Info
Name, description, SKU
4
Duration & Price
Set length and pricing
5
Availability
Configure booking rules
6
Save
Service is active
Service Configuration
Complete service setup
Location Configuration
Operating Hours
Set when you’re open:| Day | Open | Close |
|---|---|---|
| Monday | 9:00 AM | 6:00 PM |
| Tuesday | 9:00 AM | 6:00 PM |
| … | … | … |
Special Hours
Configure for:- Holidays
- Extended hours
- Closures
Booking Rules
Set booking parameters:| Setting | Recommendation |
|---|---|
| Lead Time | 2-24 hours |
| Max Advance | 30-90 days |
| Buffer Time | 5-15 minutes |
| Slot Increment | 15-30 minutes |
Location Management
Complete location setup
Staff Configuration
Staff Profiles
For each staff member:- Name and photo
- Contact information
- Role assignment
- Service capabilities
Scheduling
Configure work schedules:- Regular weekly hours
- Location assignments
- Time off
Permissions
Set access levels:- What they can see
- What they can do
- What they can manage
User Management
Staff management
Customer Settings
Customer Fields
Configure what to collect:- Required fields
- Optional fields
- Custom fields
Lifecycle Settings
Define lifecycle rules:| Setting | Description |
|---|---|
| Active Period | Days to stay “active” |
| At-Risk Trigger | Days to become “at-risk” |
| Churn Threshold | Days to become “churned” |
Communication Preferences
Default settings:- Email opt-in default
- SMS opt-in default
- Marketing preferences
Booking Settings
Online Booking
Enable self-service:- Allow online booking
- Require approval
- Show prices
- Allow staff selection
Policies
Define business rules:- Cancellation policy
- No-show policy
- Deposit requirements
- Prepayment rules
Notifications
Configure automatic emails:- Confirmation timing
- Reminder timing
- Follow-up timing
Products (Optional)
Product Catalog
If selling products:- Create categories
- Add products
- Set pricing
- Configure inventory
Products
Product management
Integrations
Essential Integrations
Connect important services:- Payment processing (Stripe)
- Calendar sync
- Email marketing
Integrations
Connect integrations
Testing Your Setup
Create Test Booking
Verify everything works:- Create a test customer
- Book a test appointment
- Complete the booking flow
- Check notifications
Test Payment (if configured)
Process a test payment:- Create order with payment
- Process test card
- Verify receipt
- Check reports