Help center › Getting started
“First steps” on the Home screen
A seven-step list that walks a new salon from an empty program to the first paid appointment.
Until the program is set up, the owner sees a FIRST STEPS block with a progress bar at the top of Home. Ticks appear on their own as soon as a step is done — nothing to mark by hand. The Open button jumps straight to the right screen.
- Fill in the salon details — Settings → Business: name, address, country and time zone.
- Add your services — the price list with prices and durations.
- Add at least one master — with their services and schedule.
- Dress up the booking page — Settings → Booking page: colours, logo, photos.
- Bring in your clients (Excel or QuickBooks) — counts once the base has at least 5 cards. How to import — the article “Importing clients”.
- Make the first appointment — in the calendar.
- Record the first payment — in the appointment, the “Payment” block.
When all seven are done the block disappears by itself. Don't need it — the Hide button removes it for good.
Only the owner (admin role) sees the block. Staff never do.
Inside the program the same article is under Help.