Setup checklist
Work through this checklist to go from a fresh account to accepting real bookings. Steps 1–4 are essential; the rest polish the experience. Each step links to the detailed guide for that page.
Sign-up already created your first activity, its booking type, and time slots from the answers you gave in the wizard — so most steps are "review and adjust" rather than "start from scratch".
1. Confirm your business profile
Where: Account > Account
- Check your business name, address, time zone, and contact details on the Account Overview
- Upload your company logo — it appears on your booking page and emails
- Review General Settings and Booking Preferences
- Set the sender and contact addresses in Email Settings so booking emails come from the right place
2. Connect your payment provider
Where: Account > Account > Payment Settings
Connect Stripe, Clover, or Square so customers can pay online — see Payment Settings.
Without a payment provider, customers can still book, but you can't collect online payments or deposits.
3. Review your activity and booking types
Where: Account > Activities
- Open your activity and check its details — name, slug (this is your booking page URL), and description
- Review the booking types offered on the activity: duration, visibility, and pricing including deposits, fees, and taxes
- Add content and images so your booking page looks the part
- Adjust design settings to match your brand
4. Check your time slots
Where: Account > Activities > your activity > Time Slots
The wizard generated time slots from your opening hours — verify they're right, and use Add Time Slots or Add Bulk Time Slots to fill gaps. Use Block Rules for holidays and closures.
5. Set up your waiver
Where: Bookings > Waivers
- Write your liability text in Waiver Text
- Turn on signing requirements in Waiver Settings
- Signed waivers will appear in the Signed Waivers list, attached to each booking
Skip if your business doesn't need waivers.
6. Configure confirmations and reminders
Where: Automate > Automations
Customize the email automations (booking confirmation, reminders) and SMS text automations customers receive. Start from the Automations overview to see everything that can be sent automatically.
7. Optional extras
- Add-ons — sell extras like equipment rental or food packages with each booking
- Discounts — create promo codes for campaigns
- Membership plans — if you run a membership program
- Integrations — connect Mailchimp or Zapier
- Users — invite your staff to the dashboard
8. Make a test booking
Before going live, run one booking end to end:
- Open your public booking page (the activity URL from step 3) and book as a customer — pick a slot, pay a small amount or a deposit
- Confirm you received the confirmation email/SMS, and sign the waiver
- Find the booking in Bookings and open its details
- Also try a walk-in: click Add Booking in the sidebar and complete the create booking flow
9. Go live
- Put your booking page link on your website, Google Business profile, and social media
- Watch bookings arrive on the Dashboard Home and the Calendar
- Track performance in Reports
Your free trial converts to a paid subscription automatically at the end of the trial period. Check the date and manage your plan under Plan & Billing.
Related
- Core concepts — if any term above is unfamiliar
- Create a booking — the full walk-in booking walkthrough