Business Setup
Configure venues, services, team members, and organization settings.
24 articles
- Organization SettingsConfigure your organization settings and preferences.
- Business InformationUpdate your business name, description, and branding.
- Multi-OrganizationManage multiple organizations from a single account.
- Creating OrganizationsCreate new organizations for your business.
- Team InvitationsInvite team members to join your organization.
- Adding VenuesAdd and configure business locations.
- Operating HoursSet up operating hours for your venues.
- Staff AssignmentAssign staff members to venues.
- Photos & MediaUpload your organization logo, venue photos, service and class covers and profile photo, and know the size limits.
- Map & LocationConfigure map and location settings.
- Publishing VenuesPublish venues to make them visible to clients.
- Creating ServicesCreate services that clients can book.
- Service CategoriesOrganize services into categories.
- Pricing & DurationConfigure service pricing and duration.
- Membership PlansBuild recurring membership plans, publish them for customers to join, and keep every member's agreement billed cycle after cycle.
- Service ModesThe four kinds of offering — Service, Class, Course and Event — and the three delivery methods.
- Service AssignmentAssign services to venues and staff.
- SpacesSet up the rooms, courts and booths your bookings use so two appointments never end up in the same room.
- Booking PoliciesSet booking terms that say how far ahead clients can book, when cancelling is free and what a no-show costs.
- Archiving OffersRetire services, classes, passes, plans and spaces without losing the bookings and purchases already attached to them.
- Role HierarchyThe four roles and what each can do.
- Adding Team MembersAdd and manage team members.
- Permissions OverviewWhat each role can do in EasyBook.
- Staff SchedulesManage staff working schedules.