Quick Start Guide
In order to start taking appointments, the app needs to be setup with users and services.
Required Setup Items
- Service Categories
- Services - Create atleast 1 category and 1 service.
- Users: stylists, front desk staff - Owner is a user - additional users are optional.
- Set Availability of users to take appointments
- Tax Setup
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Optionally, Product Categories and Products
Service Providers can have specialization such as Hair Care, Nail Care. When customers are booking an appointment, the app will match customer's service request to the Service Provider's specialziation. But default, this matching is off. Such matching can be enabled in Settings menu called "Enforce Specialization Match". You can view the videos of Quick Setup here (takes less than 5 minutes total)
Note: Items 1, 2 and 3 are required steps before app can take an appointment/booking.
The following pages describe these how to setup these items.