Onboarding Walkthrough

Welcome to EasyBook

The onboarding walkthrough guides you through organization setup step by step.

The Onboarding Steps

Step 1: Business Info & Location

Set up the basic information about your business:

• Business Name: The name clients will see.
• Description: A short description of your business (up to 500 characters).
• Contact Information: Phone number, email address and website.
• Location: Search for your business and pick it from the suggestions: the address fields, including the country, are filled in for you, and you can adjust the street details afterwards.

Step 2: Industries

Choose the industries that best represent your business:

• Select at least one: Onboarding cannot continue without an industry.
• Choose several: Pick every industry that applies.
• Shown to clients: Industries help clients find you when they browse by category.
• Editable later: Each venue has its own industries, which you can update from the venue settings.

Step 3: Operating Hours

Set when you are open:

• Days: Click days to open or close them; at least one day must be open.
• Time slots: Add more than one slot per day for split schedules.
• Quick Setup: Apply a preset, or copy one day's hours to all days.

Step 4: Review

Before creating the organization, check everything on one screen:

• Basic Information, Business Location, Industries and Operating Hours are shown together.
• Click any section to go back and edit it.
• Missing required fields are flagged before you can submit.
• Click Create Organization to finish.

Required Information

Every step must be completed — there is no skip option:

• Business name, phone number, email address and address.
• At least one industry.
• Operating hours with at least one open day.

After Creating Your Organization

Your dashboard shows a Set up your business card:

• Add your first Venue: The location where services will be offered, with its photos and hours.
• Build your Catalog: Categories and the services, classes, courses and events you offer.
• Publish your Venue: Go live once clients can book something there and your first and last name are added.

After Onboarding

Once you've completed onboarding, you'll be taken to your dashboard where you can:

• Review and refine your settings
• Add more services and venues
• Invite team members
• Choose your booking terms
• Start accepting appointments

Need Help?

If you get stuck during onboarding or have questions about any step, our support team is here to help. Contact Support