Your Step-by-Step Guide for a Successful Start
Ready to get started? We'll walk you through setting up your Shore booking system step by step. We recommend working through the steps in the order given. Let's go! 🚀
Step 1: Company Settings
First, adjust the basic settings for your company, e.g. company profile, booking hours, or absences.
Step 2: Create Your First Service
Create the services you offer and define duration, price, and other settings.
Step 3: Add Employees
Add your employees and define their availability.
Step 4: Set Up Resources (optional)
If appointments require additional resources such as rooms or equipment, you can create and manage them here.
How can I create and use resources?
Step 5: Manage Customers
Create customer profiles and manage your customer data.
Already have a customer database? Here's how to import your customer data easily:
How can I import my customer data?
Step 6: Booking Settings
We'll show you how to set up online booking to your preferences – from cancellation terms to appointment cycles and booking lead times.
Step 7: Create Your First Appointment (Test)
To get familiar with your calendar, we recommend creating a test appointment.
How can I test my online booking?
Step 8: Design Your Booking Page
Customize your online booking page to match your business and design it to your liking.
How can I design my booking page?
Step 9: Go Online
Activate online appointment booking and integrate it on your website or other platforms.
Set up appointment booking on your website
Activate appointment booking via Google
Set up appointment booking via Instagram
Step 10: Activate Online Payment (recommended)
Allow your customers to pay for appointments directly online by activating Shore Pay Online.
Shore Pay Online: How do I enable online payment for appointment bookings?