Onboarding Walkthrough

Welcome to EasyBook

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

The 3-Step Onboarding Process

Step 1: Organization Details

Set up the basic information about your business:

• Business Name: Your official business name as you want it displayed
• Industry Type: Select from categories like Beauty, Health, Fitness, Professional Services, etc.
• Business Address: Your primary business location (uses Google Places autocomplete)
• Contact Information: Phone number and email for business communications

Step 2: Preferences

Configure your operational preferences:

• Default Currency: The currency used for pricing and payments
• Timezone: Your business timezone for accurate scheduling
• Language: Preferred language for the platform interface
• Date/Time Format: Choose 12-hour or 24-hour time display

Step 3: Initial Setup

Quick setup of essential elements:

• Operating Hours: Set your default business hours
• First Service: Create your first service offering
• Booking Settings: Configure how clients can book with you

Google Places Integration

When entering your business address, EasyBook uses Google Places autocomplete for accurate location data:

• Start typing your address and select from the suggestions
• The system automatically fills in city, region, and postal code
• GPS coordinates are captured for map display
• This ensures clients can easily find your location

Skipping Steps

While we recommend completing all onboarding steps, you can skip certain steps and complete them later:

• Use the "Skip for now" option on optional steps
• Return to complete skipped items via Settings
• The Setup Progress widget on your dashboard tracks remaining items

Onboarding Status

Your organization's onboarding status is tracked throughout the process:

• Pending Setup: Initial registration complete, awaiting configuration
• In Progress: Currently going through onboarding steps
• Completed: All essential setup is finished

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
• Customize your booking preferences
• 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