Setup & account

Sign in and find your way around

Open the correct business, learn the main workspaces and complete the setup checks before serving customers.

Reviewed:

Open booking calendar

Button names are shown in English and Vietnamese where useful. Your workspace language may differ from this guide.

Before you start

Have the owner's login email or private owner phone and password ready. The public business phone is not the login phone.

Sign in to the correct business

  1. Open Sign in. Enter the owner email or private owner phone, then the password. Use the eye button only when it is safe to show the password.
  2. Select Sign in to workspace. If a list of businesses appears, choose the location you are working on.
  3. Check the business name in the account menu at the bottom of the sidebar. Before changing a setting, confirm that this is the right location.
  4. On a phone, use the sidebar button to reveal navigation. Close the menu after choosing a workspace so the content has room to display.

Find the right workspace

  1. Open Bookings for the calendar. Expand the Booking section for All Bookings, services, staff, turns and Booking Settings.
  2. Open Checkout Board, when available, to record services performed. Payment still takes place through your usual payment system.
  3. Use Customers for profiles and rewards, Feedback for responses, and Message History to check delivery outcomes.
  4. Open Business Settings for business details, operating hours, check-in, rewards, QR and notifications. Booking-specific policies live in Booking Settings.
  5. Use the SMS balance in the header to open SMS Tokens. The account menu contains Subscription, Billing & Invoices, app installation and sign-out.

Confirm that you are ready

Work through the setup checklist, then open the public booking/check-in pages from your account. Read the business name and test the expected steps before sharing links.

If access does not look right

  • Wrong business: use the account menu's business switcher when you own several locations. Do not edit another location to compensate.
  • Forgotten password: follow password recovery.
  • Missing workspace: check subscription access and enabled features, then contact support. A missing action is not a reason to create another owner account.
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