Why the checklist matters
You don’t need to configure everything to start. The checklist focuses on the handful of steps that make the rest of the app useful — your business details, your services, your team, and how you get paid.The setup steps
1
Add your business info
Your business name, address, hours, timezone, and tax rate. This makes your quotes, invoices, and reports accurate. (Settings → Business Info)
2
Build your service menu
Add the services you sell with their prices. This is what you’ll pick from when building quotes and orders. (Services)
3
Invite your team
Add staff and set their roles so everyone has the right access. (Settings → Staff & Shifts)
4
Connect payments
Connect Stripe so you can take cards, Tap to Pay, and payment links. (Settings → Payment Integration)
5
Set up online booking (optional)
Open Settings → Website Integration → Online Booking. Configure General and Services & Availability, then publish the Hosted Booking Page or connect Native Website Booking.
6
Set booking availability (optional)
Open Settings → Scheduling & Availability. Choose Simple capacity, Team, or Advanced resources, then set the Business Hours and booking rules shared by Online Booking and AI booking.
The checklist tracks your progress, so you can stop and come back without losing your place.
After the checklist
Once you’re set up, the natural daily flow is: capture a lead, send a quote, turn it into an order, collect payment, and watch it all roll into your insights. See How it all fits together for the big picture.First order walkthrough
The fastest path to a paid job.
Services & pricing
Build your service menu.
Staff & roles
Invite your team.
Scheduling & Availability
Configure one booking schedule for Online Booking and AI booking.
Payments
Connect Stripe.