Welcome! We're glad you've joined us, and we’ve created a Getting Started guide to help you set up quickly and get down to business.
To access Getting Started:
- Open the platform.
- At the bottom of the menu, click Getting Started.
Depending on your business needs, you'll answer a few questions about:
- Your business and contact details
- Your business needs
- Client and contact details
- Setting up your calendar
- Invoicing and payments
- Website widgets and your client portal
- Email and SMS campaigns
We’ll then use this information to customize your personalized platform.
To set up your business, we recommend starting here:
- Customizing your business info
- Setting your business hours
- Syncing your calendar
- Customizing your services menu
- Enabling online payments
On any step of the way, if you have questions please don’t hesitate to consult our help center for further information. This is where you can learn about scheduling and your calendar, client management and communication, and other features. See related articles for more info.
You can also reach out to our support team and we’ll be more than happy to help you turn your business goals into reality.
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