Get a new business ready to take bookings by working through the setup checklist. It checks your real data and ticks each step off by itself as you finish it.
Before you start
- Who can do it: the owner or an admin. Nobody else sees the checklist.
- Moving from another system? Import your clients, services and products first. It ticks several steps at once. See Import your data.
Open the checklist
The checklist appears in three places, and they all show the same list:
- on Today, as the Finish setting up Owneli card;
- in the top bar, as Setup with a small progress ring, while the sidebar is collapsed;
- at the foot of the sidebar, as Finish setup, when the sidebar is open.
Select any step in the list to go straight to the page where you do it.
The seven required steps
Work through them in this order. Each one makes the next one work.
Set your brand colour and logo
Go to Settings → Business → Business details. Upload your Logo under Branding, then choose a design in Brand studio and select Use this brand. Clients see both on your venue page, booking page, emails and receipts. See Brand and appearance.
Add your first location
Go to Settings → Business → Locations and select Add location. Enter the address, time zone and opening hours. Online booking can't work until a location exists. See Working with multiple locations.
Add at least one service
Go to Operations → Services and select New service. Give it a name, a length and a price. Nothing can be booked or sold until a service exists. See Services and pricing.
Invite your team
Go to Team → Team and select Invite Team Member. Each person gets their own login, calendar and timesheet. If you work alone, this step is marked optional. See Invite a team member.
Assign your team to a location
Under Team → Team, open each person, including yourself, and choose where they work under Locations. The calendar can only book people who work somewhere.
Set staff working hours
Go to Team → Scheduling. On Availability, select each person and set their usual days and times. Without hours, nobody can be booked. See Set working hours and shift patterns.
Add your first client
Go to Clients and select Add Client, or import your client list. See Add, find and merge clients.
Optional steps
These are marked Optional and don't count towards your progress. Do the ones your business needs.
| Step | Where | Why |
|---|---|---|
| Import your existing data | Settings → Plan & data → Import | Bring clients, services, products and more from Fresha or another system. |
| Turn on public booking | Settings → Booking → Online booking | Let clients book themselves online. See Set up online booking. |
| Stock the retail shelf | Retail → Products | Only if you sell products. |
| Connect payments | Settings → Payments & selling → Card payments | Take cards, deposits and membership payments. See Connect card payments. |
| Set your tax rate | Settings → Payments & selling → Tax rates | Charge the right tax on every sale. See Set up tax rates. |
Check it worked
Each step shows a tick as soon as the app sees it done. You don't need to save anything on the checklist itself. When all the required steps are ticked, the card, Setup and Finish setup disappear for good.
If something goes wrong
A step won't tick
The checklist reads your data, so something is still missing:
- Assign your team to a location stays open while any active team member has no location. Check everyone, including yourself.
- Set staff working hours needs at least one person with hours.
- Turn on public booking only ticks when booking is switched on and you have a location, a service and someone's working hours.
The card has gone from Today
You may have selected Snooze for a week. Select Setup in the top bar, or Finish setup at the foot of the sidebar, to open the checklist, then select Show on Today to bring the card back.
Nobody can be booked yet
Every bookable person needs a location, working hours and at least one service. See Edit a team member's profile and services.