Set Up Your Business and Go Live

Use this setup guide when you are responsible for launching a new business. It combines the required onboarding checks with the first operational records needed for a usable workspace.

Before you begin

You must be the business owner or be working with the owner. Prepare the owner email, business WhatsApp mobile, identity, primary branch, GST and billing details, weekly timings, services, prices and staff responsibilities.

Part 1: complete required onboarding

Reach the Review and launch screen

1. Register the business-owner account and verify its email.
2. Confirm the business name, category and offering mode.
3. Enter the business mobile and complete the required WhatsApp OTP verification.
4. Add the primary location and complete its address, city, state and pincode.
5. Add approved branding and public details.
6. Configure whether appointments are enabled, whether timings are public, and the default location’s weekly hours.
7. Complete GST and billing details. Registered businesses must provide their legal name, GSTIN and billing address.
8. Select and activate a subscription that supports the required location count.
9. Open Review and launch, resolve every listed issue, and launch the workspace.

Plan availability

The business needs an active subscription to go live. Yepsta displays the applicable location limit during plan selection and again in Locations.

Part 2: prepare day-to-day operations

Build the operating foundation

1. Open Settings → Business Identity and verify the saved public and legal details.
2. Open Business → Locations, then complete detailed branch contact and GST information under Settings → Locations & GST.
3. Open Business → Manage Availability and confirm weekly hours for every branch.
4. Create main categories and optional subcategories under Catalog & Inventory → Service Categories.
5. Create standard services or groups with bookable variants under Catalog & Inventory → Services.
6. Open Team → Manage Staff, create each operational profile and choose its location.
7. Assign the exact bookable services each person can perform.
8. Add staff working days, shift times and breaks through Availability.
9. Enable dashboard login only for people who need it.
10. As owner, review Manager and Staff permissions under Settings → Team Access.

What happens next

Locations, services and staff are linked for operational use. Managers and staff see only the modules granted to their role and the locations assigned to their user account.

Important information

Test the setup with synthetic information before adding live customer work. A service must match the location, remain active and be assigned to an available staff member before it can be scheduled reliably.

Troubleshooting

• Use Review and launch as the source of truth for a blocked launch.
• If Continue is disabled during Mobile, finish WhatsApp OTP verification.
• If Add Location is disabled, check the active-location counter and subscription limit.
• If a service is missing for staff, check its location, active status and bookable type.
• If a team member sees no module, check both Team Access and assigned locations.

Related guides

• Complete Business Onboarding
• Create Services, Groups, and Variants
• Give Managers and Staff Dashboard Access

Last reviewed: 12 July 2026