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Setup Assistant

Ten artykuł jest dostępny po angielsku i ukraińsku. Czytasz wersję angielską.

Zaktualizowano 2 marca 2026

The Setup Assistant helps you configure your Slotsy account step by step. It includes a questionnaire to personalize your experience, a guided checklist to track progress, CSV data import, and professional setup options.

Questionnaire (3 Steps)

After registration, the questionnaire tailors your onboarding experience.

Step 1: Tell Us About Your Business

  • Business category — select from visual cards: Beauty & Wellness, Medical & Health, Sports & Fitness, Education, Professional Services, Events, or Other
  • Company name — enter your business name
  • Team size — choose: Just me, 2-5, 6-15, or 16+

Step 2: Your Current Setup

  • How do you take bookings now? — Phone/messengers, Spreadsheet, Another booking system, or Starting from scratch
  • Which system? — if you selected "Another system", choose your current provider (SimplyBook.me, Fresha, Booksy, Acuity, Other)
  • Do you have a customer list? — Yes (we will help import) or No
  • Online payments? — Already accept, Want to start, or Not needed

Step 3: What Matters Most?

Select your priorities from cards: Online booking 24/7, Team schedule management, Online payments, Memberships, Video meetings, Beautiful booking page, or Analytics & reports. Click Complete to finish.

After the questionnaire, you will see a personalized setup plan with a recommended subscription plan and estimated setup time (~15 minutes).

Setup Checklist (9 Steps)

The checklist appears as a sidebar widget and tracks your setup progress with a percentage bar.

StepDescriptionAction
1. Company InformationName, contacts, logoEdit in Settings
2. Working HoursBusiness scheduleSet hours
3. Staff MembersAdd your teamAdd staff
4. ServicesServices and pricesAdd services
5. Payment SetupConnect StripeSet up or Skip
6. Booking PageCustomize appearanceCustomize or Skip
7. Test BookingVerify everything worksCreate test or Skip
8. Import DataBring existing dataImport CSV or Skip
9. Go Live!Share your booking linkGet your link
  • Click any step to navigate to the corresponding settings page
  • Completed steps show a green checkmark
  • Optional steps (Payments, Booking Page, Test Booking) can be skipped
  • The progress bar updates in real time as you complete steps

Tip: The sidebar widget stays visible until you complete or dismiss the checklist. You can always return to it from the Dashboard.

Data Migration (CSV Import)

Import your existing customers, services, or staff from a CSV file in 4 steps.

  1. Choose what to import — select Customers, Services, or Staff, then drag and drop your CSV file
  2. Map columns — match your CSV columns to Slotsy fields (auto-detected when possible). Use the dropdown to assign each column or select "Skip this column"
  3. Preview & validate — review a sample of rows. Valid rows show a green checkmark, rows with errors show a red mark. Toggle "Skip rows with errors" to exclude invalid data
  4. Import result — see a summary: how many records were imported and how many were skipped. Download an error report if needed

Tip: Access CSV import any time from the setup checklist or Settings > Import Data.

Need Help?

Click Need help? in the checklist footer to open a modal with three options:

TabDescription
Pro SetupOrder professional setup (Basic €99, Full €199, Enterprise €299). Fill in your business details and a specialist will configure everything for you
Write to UsOpen a support ticket directly from the admin panel
SlotsyAIChat with our AI assistant for instant answers about setup and configuration

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