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Set Up Your Account

This guide walks you through account setup so you can start booking more jobs.

Updated over 3 weeks ago

1. Add Your Business Details

Your business details are the foundation of your Booking Page. They tell customers who you are and what you do.

  1. Go to Settings > Your Brand > Brand Details.

  2. Enter your Business Name.

  3. Customize Your Booking Page URL.

  4. Select your Industry.

  5. Add a description of your business in the About field.

  6. Click Save to finish.

Next, set your key booking details:

  1. Go to Settings > Booking Page.

  2. Under Booking Policies, edit preferences for Lead Time, Booking Slot Size, Scheduling Window, and Cancellation Policy.

  3. Set preferences for what's visible on your Booking Page, your Booking Flow, and Contact Fields.

  4. Customize your language, time format, and what day your week starts—plus what visitors see on your services and classes.

  5. Label what your Booking Page calls services, classes, team members, and address details.

  6. Set your Booking Policy by ticking the box Add policy to home to display it at the top of your Booking Page.

  7. Label and link your terms and conditions.

  8. Click Save to finalize your changes.


2. Set Up Services

Adding services and classes is the backbone of your Booking Page. It shows customers what you offer and lets them book whenever it works for them.


3. Create Team Profiles

Add your team members so they can start filling their calendars with work. Keep service human by adding profile photos and descriptions!

🔧 We're here to help 24/7. Got questions? Book a 1-1 session with our team.

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