Business setup wizard
When you create your first business, we open a setup wizard - a modal that walks you through the minimum configuration needed to accept bookings. Progress is saved after every step, so you can click “Finish later” any time and resume the wizard from the dashboard banner.
Who sees the wizard
Section titled “Who sees the wizard”The wizard only shows for the owner of a business - and only while one of the basics is still missing (profile, first service, recurring availability). Managers and members never see it because they join businesses that are already configured.
Every change you make in the wizard is also available on the regular settings pages - the wizard does not hide anything, it just collects the required fields in one flow.
Steps (depend on operation profile)
Section titled “Steps (depend on operation profile)”The stepper shows only the steps for your profile (appointments, accommodation, resource rental, or mixed).
Appointments profile (default)
Section titled “Appointments profile (default)”| Step | What you do |
|---|---|
| Company | Name, operation profile, timezone, locale. |
| Team | Solo or with staff. |
| Availability | Staff weekly schedule (presets: workdays, weekend, all week) + minimum lead time. |
| Service | Name, type, duration, description. |
| Pricing | Payment method, amount, performers. |
| Done | Quick links (Stripe, integrations, more services). |
Resource rental profile (Growth+ plan)
Section titled “Resource rental profile (Growth+ plan)”| Step | What you do |
|---|---|
| Company | As above — choose Resource rental profile. |
| Team | Optional invites (rentals usually skip staff schedules). |
| Resource | Scenario: hourly / daily / catalog; first resource (name, location; catalog: item price and optional stock). |
| Opening hours | When pickup/start is allowed (not staff availability) + minimum lead time. |
| Service | Name of the rental offer linked to the resource. |
| Pricing | Hourly rate, daily rate, or payment method for catalog orders. |
| Done | Links: more resources, opening hours, more services. |
After the wizard you can add more catalog items, stock, and daily rentals — see Resource rental.
Accommodation profile
Section titled “Accommodation profile”| Step | What you do |
|---|---|
| Company → Team → Property (first unit) → Accommodation service → Pricing → Done |
No staff availability step — lodging availability comes from the property calendar.
The order is designed so the business can take bookings before you invite teammates.
Availability in the appointments profile
Section titled “Availability in the appointments profile”If you invite team members before you reach the availability step (for example by opening Teams in another tab and returning to the wizard), a person selector appears at the top of that step - so you can decide whose hours you are editing. Each person has their own schedule.
The minimum lead time for guest bookings field prevents guests from booking “right now”. You can change the value later in Business settings.
Online payments on the pricing step
Section titled “Online payments on the pricing step”On the Service pricing step - before you connect Stripe Connect in integrations - you will see a short callout: the Online payment option activates automatically once Stripe Connect is complete. Until then the service stays on free or pay on site and is still bookable.
Finish later and resume
Section titled “Finish later and resume”Every step is saved when you click Next, so your values come back after closing the modal or logging out. Back on the dashboard you will see a “Continue setup” banner with a button that reopens the wizard where you left off.
The wizard does not block the rest of the app - if you need to check something on another page, pick “Finish later”.
After you finish
Section titled “After you finish”On the final step, “Enter the app” closes the wizard and:
- shows a grid of shortcuts (more services, Stripe, calendar integrations, branding, coupons),
- stops opening the wizard automatically on subsequent dashboard visits,
- links you to the relevant settings pages - that is where you add the rest (logo, privacy copy, more services).