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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

Step 2: Create Your First Service

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

How do I create a service?

Step 3: Add Employees

Add your employees and define their availability.

How do I add a new employee?

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.

Customer profile

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.

Booking Settings

Step 7: Create Your First Appointment (Test)

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

How do I create appointments?

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?