Finish setting up from Home
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Home lists what stands between you and your first booking. Work down it, and put off anything that can wait.
- Who can do this
- Owners and admins
- Where to find it
- Home
Until your first booking arrives, Home shows a setup list in place of the day. Each row names a step, says why it matters and has one button.
What the list asks for
| Step | Button | Why it matters |
|---|---|---|
| Add your location and hours | Add your location or Set your hours | Nothing can be booked until your hours are set. |
| Put your team on the schedule | Add your team | There has to be someone to book. |
| Add your services | Add your services | There has to be something to book. |
| Send your design brief (Managed plan) | Open your design brief | Tells RedStick Managed about your brand so the team can start your design. |
| Publish your site | Publish your site | Your site goes live at its web address. |
| Add booking to your website | Add booking to your website | Shown instead of "Publish your site" if you use your own website. |
| Take payments online | Set up customer payments | Lets you take deposits and card payments. Only the owner can do this. |
| Connect your calendar | Connect your calendar | Keeps your own calendar and your bookings in step. |
The list is under Before your first booking while location, team or services are missing. Everything else waits under When you're ready. A row you put off says "You chose to set this up later" and shows Set up later as its status.
Why publishing is off
Publishing needs a confirmed email address. If the button is off, open the link we sent to your email. If it has expired, sign out and sign in again and we send a new one.
After your first booking
Home becomes your day. Anything still open appears as a short line under the day, such as "2 things left to set up", and each item links to its step.
Who sees the list
Owners and admins see it. Managers and staff always see the day. A step that needs a permission you do not hold, such as payments for an admin, is left off your list.
Coming from another system? See Moving from another booking system.
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