Onboarding & Setup Assistant
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Zaktualizowano 1 marca 2026
After registering your company on Slotsy, the Setup Assistant guides you through configuring your business step by step.
Setup Questionnaire
When you first log in, you'll see a short questionnaire about your business:
| Question | Options |
|---|---|
| Team size | Solo / 2-5 / 6-15 / 16+ |
| Multiple locations? | Yes / No |
| Accept online payments? | Yes / No |
| Priorities | Online booking, team scheduling, payments, etc. |
Based on your answers, Slotsy personalizes your setup checklist — hiding steps you don't need.
Setup Checklist
The checklist tracks your progress through these steps:
| Step | Required | Description |
|---|---|---|
| Company Info | Yes | Name, contacts, address, logo |
| Working Hours | Yes | Business operating schedule |
| Locations | If multiple | Add your locations |
| Staff Members | If team | Add employees and their schedules |
| Services | Yes | Add services, prices, duration |
| Payment Setup | No | Connect Stripe for online payments |
| Booking Page | No | Customize your booking page design |
| Test Booking | No | Create a test booking to verify everything works |
| Go Live | Yes | Share your booking link with clients |
You can skip optional steps and come back later.
Data Migration (CSV Import)
If you have existing client data, you can import it from a CSV file:
- Go to Settings > Data Import
- Select entity type: Customers, Services, or Staff
- Upload your CSV file (max 5MB, 5000 rows)
- Review the column mapping — Slotsy auto-detects common column names
- Preview the first 10 rows and fix any validation errors
- Click Import to create the records
Tip: Supported delimiters: comma, semicolon, tab. Encoding: UTF-8 and Windows-1251.
Professional Setup Service
Need help? Our team can set up everything for you:
| Package | Price | What's Included |
|---|---|---|
| Basic | EUR 99 | Company setup, schedule, up to 10 services, 5 staff |
| Full | EUR 199 | Basic + import up to 500 clients, payment setup, page design |
| Enterprise | EUR 299 | Full + multi-location, custom branding, 30-min training |
To order, go to Settings > Professional Setup and choose your package.