Complete Business Onboarding

Onboarding guides you through the basic information Yepsta needs before your workspace can open. You can return to a saved step if you need to check something before continuing.

Before you begin

Keep the owner email and business WhatsApp phone nearby. Prepare the business name and type, primary branch address, logo and public details, normal opening hours, GST details if registered, and the payment method for the chosen plan.

Where to find onboarding

Yepsta sends an account that has not completed setup back to onboarding after sign-in. The visible progress steps begin with business setup after account registration, email verification and the welcome screen.

Complete onboarding

Set up and launch the business

1. Account and Verify: register the owner account and verify its email.
2. Welcome: begin the guided business setup.
3. Business: enter the business name, choose the closest business type and add an optional tagline.
4. Mobile: enter the business mobile and complete the required WhatsApp OTP verification.
5. Location: add the primary branch name, contact, complete address, city, state and six-digit pincode.
6. Branding: add the approved brand colour, tagline, description, profile image and public links you want to use.
7. Operations: confirm whether you sell products and whether you take appointments. Services are always included. Set the weekly hours and choose whether customers can see them.
8. GST & Billing: state whether the business is GST registered, add legal and billing details, and provide GSTIN when applicable.
9. Plan: select and activate a subscription that supports the required number of locations.
10. Review and launch: correct every item marked incomplete, then launch the business workspace.

Final launch checks

Yepsta checks the verified email, business details, mobile verification, primary location, Operations choices, billing state, GST details when registered, and active plan. Review and launch shows anything that still needs attention.

If mobile verification is incomplete, the review page lets you change the number and retry. After verification, it reloads and recalculates launch readiness.

Plan availability

An active subscription is required before final review and go-live. Location capacity depends on the selected plan; use the limit displayed in Yepsta when choosing a plan.

Tip

Correct a flagged item in its original step, save it, and return to review. This is safer than starting another account.

Important information

Your product and appointment answers are separate. A business can use appointments without products, products without appointments, both, or neither. The owner can change these choices later in Settings → Business Operations.

Troubleshooting

• If Continue is disabled on Mobile, complete WhatsApp verification first.
• If Operations will not continue, answer both the product and appointment questions.
• If Review and launch reports an incomplete location, check address, city, state and pincode.
• If GST registration is enabled, confirm the legal name, GSTIN, billing address and pincode.
• If launch remains blocked after payment, refresh once and check that the plan shows as active before contacting Support.

Related guides

• Set Up Your Business and Go Live
• Choose How Your Business Works
• Configure Your Business Identity and Public Details
• Create and Manage Business Locations

Last reviewed: 15 August 2026