You need access to your business as an owner or an authorized administrator. New-business availability is managed through early access.
Set up in this order
- Confirm your business name and contact details in Settings.
- Add or review your first location. Check its time zone and operating hours before entering appointments.
- Review Services. Confirm names, durations, and which services your team can perform.
- Invite your team with the roles and location access they need.
- Follow the setup tasks shown in your workspace. Resolve required items before inviting customers to use it.
Walk through a practice visit
With your team, use an agreed practice customer and follow the workflow available in your workspace: arrival, service, and completion. Check the selected location at each step. Confirm that the visit appears where you expect it in history.
If appointments or other tools are not available in your workspace, ask Support to confirm your rollout. Do not depend on a feature for opening day until your team has tried it.
Know who owns the next step
Choose who will review the front desk, handle customer questions, and resolve account access. Keep those responsibilities clear as you add locations. Review the setup checklist again after changing services or team assignments.