slotsy

Onboarding — Initial Setup

Updated September 19, 2026

After registration, the onboarding wizard guides you through 3 steps to get your business ready for bookings. Each step can be completed or skipped — you can always configure these later.

Step 1: Working Hours

Set your default business schedule. This determines when clients can book appointments.

  1. You'll see 7 rows — one for each day of the week
  2. Monday–Friday are enabled by default (09:00–18:00)
  3. Saturday & Sunday are disabled (shown as "Day off")
  4. Toggle any day on/off using the checkbox
  5. Adjust start and end times for each enabled day
  6. Click Save & Continue (or Skip to set this up later)

Tip: These are your company-wide default hours. Individual staff members can have their own schedules configured in Settings → Staff Schedules.

Step 2: Staff Members

Add your team members so they can receive bookings.

  1. Enter First name, Last name, and Email for each person
  2. Click Add staff member to add more (up to 5 during onboarding)
  3. Remove a member by clicking Delete
  4. Click Save & Continue (or Skip)

Team members will receive an email invitation to join your workspace.

Tip: You can add more staff members later from Staff → Add New Staff.

Step 3: Services

Define the services your business offers.

  1. Suggested services appear as clickable chips at the top — click to add them instantly
  2. Or add services manually: enter Name, Duration (minutes), and Price
  3. Click Add service to add more (up to 10 during onboarding)
  4. Click Save & Continue (or Skip)

Completion

After completing (or skipping) all 3 steps:

  1. You'll see a "You're all set!" confirmation screen
  2. Your booking page URL is displayed — share it with your clients
  3. Click Go to Dashboard to start managing your business

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