Quick Start Guide

Get Started in 5 Minutes

Set up your account and start accepting bookings.

Step 1: Create Your Organization

After registering, you'll create your organization - the foundation of your EasyBook account:

1. Enter your business name, description and contact details.
2. Find your business on the map or enter the address.
3. Select one or more industries (Salon, Spa, Medical, Fitness, etc.).
4. Set your operating hours, then review everything and create the organization.

Step 2: Add Your First Venue

Venues represent your business locations. Even if you have a single location, you need to create at least one venue:

1. Navigate to Settings → Venues.
2. Click "Add venue".
3. Enter the venue name, description and phone number, and mark whether it is your headquarters.
4. Choose the venue's industries and set operating hours for each day of the week.
5. Set the address from the venue's Location section.

Step 3: Create Your Services

Services are what your clients book. Define the services you offer:

1. Go to Settings → Catalog.
2. Click "Add offering" and choose Service, Class, Course or Event.
3. Enter the name, description and duration.
4. Set the price.
5. Choose the venues where it is offered.
6. Optionally, group offerings into categories.

Step 4: Invite Your Team

Add team members who will deliver services or manage bookings:

1. Navigate to Settings → Team.
2. Click "Add member".
3. Enter their email address.
4. Select their role (Admin, Professional or Receptionist).
5. Choose the venue they will work at, optionally copying its hours and services.
6. Send the invitation — it is valid for 48 hours.

Step 5: Accept Your First Booking

You're ready to accept bookings! Here's how the process works:

1. When a client requests an appointment, you'll receive a notification.
2. Review the appointment in your Calendar.
3. Click "Confirm" to accept the booking, or "Decline".
4. The client will be notified automatically.

You're All Set!

Your account is set up. Next steps:

• Learn about the Calendar - Master the appointment calendar.
• Manage Clients - Build your client database.
• Team Permissions - Fine-tune access controls.
• Finances and Reports - Track payments, balances and revenue.

Need Help?

If you run into any issues or have questions:

• Browse our comprehensive documentation
• Check the FAQ
• Contact Support for personalized assistance