Getting Started

Go-Live Checklist for New Stores

Use this checklist before sharing booking, check-in, or review links with customers.

Start setup

Confirm the essentials

Before customers use the system, make sure the core setup matches how the business works in real life.

Estimated time: about 10 minutes after the setup articles are complete.

  1. Confirm the Business Profile and public phone.
  2. Confirm Business Hours and closed days.
  3. Confirm Services Catalog, prices, durations, and Staff Setup.
  4. Confirm Alert Settings and SMS Token readiness in Tokens & Billing.
Use a final setup review before sharing customer-facing links.

Test as a customer

Run through the public booking flow before sending the link to customers.

  1. Open the public booking page.
  2. Choose a service, staff member, and time.
  3. Confirm that the customer instructions are clear.
  4. Cancel or remove the test booking if it should not stay on the calendar.
  5. Add the tested link to Google or social pages with Maps Integration.

Prepare the team

Your team should know where to look during daily work.

  1. Show staff where to find the booking calendar.
  2. Confirm who handles customer changes and cancellations.
  3. Share the support path for questions during the first week.