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Quick Start Guide

Use this sequence to build a dependable foundation before your team starts operational work.

Before you begin

Section titled “Before you begin”

Gather the owner email, business WhatsApp mobile, approved identity, primary-location address, GST details when applicable, services, prices, durations, staff responsibilities and weekly working hours.

Section titled “Recommended setup sequence”
Prepare the business workspace
  1. Create the owner account and verify its email.
  2. Complete onboarding, including required WhatsApp mobile verification, primary location, timings, GST/billing and an active subscription.
  3. Review Business Identity under Settings and correct customer-facing or legal details.
  4. Check Locations and complete branch contact, GST and invoice identity under Settings → Locations & GST.
  5. Set business availability for each branch.
  6. Create service categories and subcategories so customers and staff can find offerings consistently.
  7. Create standard services or service groups with variants, including duration, buffer, price, GST and capacity.
  8. Create staff profiles, select the correct location and assign exact bookable services.
  9. Add staff availability with working days, shift times and breaks.
  10. Give dashboard access only when needed, then review Manager and Staff permissions in Settings → Team Access.

What happens next

Section titled “What happens next”

The business has the core records needed for location-aware booking and team operations. Test with a non-sensitive sample workflow before relying on the setup for customers.

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