Create your account
Create your organization
During onboarding, you’ll create an organization for your business. Give it a name — this is what your team and clients will see.
Set up your workspace
Once you’re in, here’s what to configure first:1. Add your team
Go to Settings > Members and invite your team by email. Assign each person a role:- Admin — full access to everything
- Manager — can manage customers, appointments, and view employees
- Employee — can manage their own appointments and create customers
2. Create employees
Go to Employees in the sidebar and add each staff member. Employees represent the people who provide services and get assigned to appointments. You can link employees to user accounts so they can log in and manage their own schedule. See Employees for details.3. Set up appointment types
Go to Appointment Types and create the services your business offers — for example, “Haircut”, “Consultation”, or “Full Service”. Each type has a name, color, and optional default duration. See Appointment types for details.4. Create your first appointment
Go to the Agenda (main calendar view) and click on a time slot to create your first appointment. Select a customer, employee, appointment type, and time. See Scheduling appointments for details.Optional next steps
Once the basics are in place, you can explore these features:Online booking
Set up a public booking page so clients can self-book.
Custom fields
Add custom data fields to capture information specific to your business.
Notifications
Configure automated SMS and in-app notifications for your team and clients.
Tracking
Set up metrics to track customer progress over time.