Most businesses finish setup in one sitting of about an hour. Follow the steps in order: each one uses something the step before it created. Services need your regional settings, the booking page needs services and hours, and a test booking needs all three.
The setup order
| Step | What you do | Time |
|---|---|---|
| 1 | Create your account and verify your email | 3 min |
| 2 | Check your business profile, timezone and currency | 5 min |
| 3 | Add your services, from your industry kit or from scratch | 15 min |
| 4 | Set when customers can book | 5 min |
| 5 | Set your service area | 5 min |
| 6 | Customise your booking form and copy your link | 10 min |
| 7 | Connect a payment gateway | 10 min |
| 8 | Send yourself a test booking and find it in Service Intake | 5 min |
| 9 | Invite your team | 5 min |
| 10 | Connect the extras you need: Google Calendar, QuickBooks | Optional |
Before you start
- Your list of services and what you charge for each one, including any size bands or minimum charges.
- The hours you take work, and how much notice you need before a job.
- The ZIP codes or area you cover.
- Access to your Stripe, Square or PayPal account if you want to take card payments online.
If you get stuck
Every step below has its own article. If something on your screen does not match what an article describes, email support@servetic.com with a screenshot and we will fix the article or the product.