---
title: Your Step-by-Step Guide for a Successful Start
description: We'll walk you through setting up your Shore booking system step by step.
---

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1. [Help Center](https://help.shore.com/en?hsLang=en)
2. [Booking System](https://help.shore.com/en/booking-system?hsLang=en)
3. [Your Start with Shore](https://help.shore.com/en/booking-system?hsLang=en#your-start-with-shore)

# 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.

[Company Settings](https://help.shore.com/en/unternehmenseinstellungen?hsLang=en)

### **Step 2: Create Your First Service**

Create the services you offer and define duration, price, and other settings.

[How do I create a service?](https://help.shore.com/en/wie-erstelle-ich-eine-leistung?hsLang=en)

### **Step 3: Add Employees**

Add your employees and define their availability.

[How do I add a new employee?](https://help.shore.com/en/wie-lege-ich-einen-neuen-mitarbeiter-an?hsLang=en)

### **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?](https://help.shore.com/en/wie-kann-ich-ressourcen-anlegen-und-nutzen?hsLang=en)

### **Step 5: Manage Customers**

Create customer profiles and manage your customer data.

[Customer profile](https://help.shore.com/en/kundenprofil?hsLang=en)

Already have a customer database? Here's how to import your customer data easily:

[How can I import my customer data?](https://help.shore.com/en/how-can-i-import-my-customer-data?hsLang=en)

### **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.

[Booking Settings](https://help.shore.com/en/buchungseinstellungen?hsLang=en)

### **Step 7: Create Your First Appointment** (Test)

To get familiar with your calendar, we recommend creating a test appointment.

[How do I create appointments?](https://help.shore.com/en/wie-lege-ich-termine-in-meinem-kalender-an?hsLang=en)

[How can I test my online booking?](https://help.shore.com/en/how-can-i-test-my-online-booking?hsLang=en)

### **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?](https://help.shore.com/en/how-can-i-design-my-booking-page?hsLang=en)

### **Step 9: Go Online**

Activate online appointment booking and integrate it on your website or other platforms.

[Set up appointment booking on your website](https://help.shore.com/en/how-do-i-set-up-online-booking-on-my-website?hsLang=en)

[Activate appointment booking via Google](https://help.shore.com/en/i-would-like-to-be-bookable-via-reserve-with-google.-what-can-i-do?hsLang=en)

[Set up appointment booking via Instagram](https://help.shore.com/en/wie-richte-ich-die-terminbuchung-%C3%BCber-facebook-und-instagram-ein?hsLang=en)

### **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?](https://help.shore.com/en/shore-pay-online-onlinezahlung-bei-terminbuchung-aktivieren?hsLang=en)

- [Booking System](https://help.shore.com/en/booking-system?hsLang=en#main-content)

    - [Online Payment](https://help.shore.com/en/booking-system?hsLang=en#online-payment)
    - [Your Start with Shore](https://help.shore.com/en/booking-system?hsLang=en#your-start-with-shore)
    - [Your Account & Access](https://help.shore.com/en/booking-system?hsLang=en#your-account-access)
    - [Calendar & Appointments](https://help.shore.com/en/booking-system?hsLang=en#calendar-appointments)
    - [Booking Page](https://help.shore.com/en/booking-system?hsLang=en#booking-page)
    - [Booking Settings](https://help.shore.com/en/booking-system?hsLang=en#booking-settings)
    - [Booking via External Platforms](https://help.shore.com/en/booking-system?hsLang=en#booking-via-external-platforms)
    - [System Settings](https://help.shore.com/en/booking-system?hsLang=en#system-settings)
    - [Services & Classes](https://help.shore.com/en/booking-system?hsLang=en#services-classes)
    - [Members & Resources](https://help.shore.com/en/booking-system?hsLang=en#members-resources)
    - [Customer Management](https://help.shore.com/en/booking-system?hsLang=en#customer-management)
    - [Customer Communication](https://help.shore.com/en/booking-system?hsLang=en#customer-communication)
    - [Reports & Analytics](https://help.shore.com/en/booking-system?hsLang=en#reports-analytics)
    - [Marketing Features](https://help.shore.com/en/booking-system?hsLang=en#marketing-features)
    - [FAQ & Troubleshooting](https://help.shore.com/en/booking-system?hsLang=en#faq-troubleshooting)
- [Shore Pay Onlinepayment](https://help.shore.com/en/shore-pay-onlinepayment?hsLang=en#main-content)

    - [Setup & Activation](https://help.shore.com/en/shore-pay-onlinepayment?hsLang=en#setup-activation)
    - [Payment Options & Features](https://help.shore.com/en/shore-pay-onlinepayment?hsLang=en#payment-options-features)
- [POS Cash register system](https://help.shore.com/en/pos-cash-register-system?hsLang=en#main-content)

    - [First steps](https://help.shore.com/en/pos-cash-register-system?hsLang=en#first-steps)
    - [Account & Access](https://help.shore.com/en/pos-cash-register-system?hsLang=en#account-access)
    - [Products & Inventory](https://help.shore.com/en/pos-cash-register-system?hsLang=en#products-inventory)
    - [Customers & Users](https://help.shore.com/en/pos-cash-register-system?hsLang=en#customers-users)
    - [Sales & Checkout](https://help.shore.com/en/pos-cash-register-system?hsLang=en#sales-checkout)
    - [Reports & Accounting](https://help.shore.com/en/pos-cash-register-system?hsLang=en#reports-accounting)
    - [Payments & Shore Pay](https://help.shore.com/en/pos-cash-register-system?hsLang=en#payments-shore-pay)
    - [Shore Hardware](https://help.shore.com/en/pos-cash-register-system?hsLang=en#shore-hardware)
    - [Customer Display](https://help.shore.com/en/pos-cash-register-system?hsLang=en#customer-display)
    - [Interfaces & API](https://help.shore.com/en/pos-cash-register-system?hsLang=en#interfaces-api)
    - [TSE & KassensichV](https://help.shore.com/en/pos-cash-register-system?hsLang=en#tse-kassensichv)
    - [RKSV & fiskaltrust (Austria)](https://help.shore.com/en/pos-cash-register-system?hsLang=en#rksv-fiskaltrust-austria)
    - [FAQ & Troubleshooting](https://help.shore.com/en/pos-cash-register-system?hsLang=en#faq-troubleshooting)
- [Shore Pay](https://help.shore.com/en/shore-pay?hsLang=en#main-content)

    - [Getting started](https://help.shore.com/en/shore-pay?hsLang=en#getting-started)
    - [FAQ & Troubleshooting](https://help.shore.com/en/shore-pay?hsLang=en#faq-troubleshooting)
- [Shore Pay Go](https://help.shore.com/en/shore-pay-go?hsLang=en)
- [Add-ons](https://help.shore.com/en/add-ons?hsLang=en#main-content)

    - [Online-Listings](https://help.shore.com/en/add-ons?hsLang=en#online-listings)
    - [Individual Web App](https://help.shore.com/en/add-ons?hsLang=en#individual-web-app)
- [Contract & Legal](https://help.shore.com/en/contract-legal?hsLang=en#main-content)

    - [Contract & Invoices](https://help.shore.com/en/contract-legal?hsLang=en#contract-invoices)
- [Contact](https://help.shore.com/en/contact?hsLang=en#main-content)

    - [Contact customer support](https://help.shore.com/en/contact?hsLang=en#contact-customer-support)
- [Refer-a-friend](https://help.shore.com/en/refer-a-friend?hsLang=en#main-content)

    - [Calendar: Refer-a-friend](https://help.shore.com/en/refer-a-friend?hsLang=en#calendar-refer-a-friend)
    - [POS: Refer-a-friend](https://help.shore.com/en/refer-a-friend?hsLang=en#pos-refer-a-friend)

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