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Welcome to the Onboarding Form

This form collects the details needed to set up your website and booking system. It takes 5 to 15 minutes to complete.
The use of a tablet or computer is recommended for a better experience. Let’s get started!

What We’ll Collect:

  • Business Info – Name, contact details
  • Website & Branding – Logo, colors, social media
  • Services & Pricing – Offered services, durations, pricing
  • Availability – Business hours, booking rules
  • Payments & Policies – Payment methods, cancellations
  • Reminders and Communications - Emails and SMS
  • Finalize and submit...

How This Helps You:

We’ll use this info to build your system, ensuring smooth bookings, payments, and client reminders.

Section 1: Business identification

Section 2: Website and Branding

Do you have a business website? *
Do you have a logo? *

Section 3: Services & Pricing

Number of services *
Buffer time *
Do you require buffer time before and/or after this service.
Buffer time *
Do you require buffer time before and/or after this service.
Buffer time *
Do you require buffer time before and/or after this service.
Buffer time *
Do you require buffer time before and/or after this service.
Buffer time *
Do you require buffer time before and/or after this service.

Section 4: Booking and availability

Do you offer on-site, virtual or both types of appointments?
Briefly describe how you currently handle bookings. Do you use an online system (e.g., Google Calendar, pen & paper, phone calls, etc.)?
Should new bookings remain 'Pending' until you manually approve them? *

Weekly business hours

Please enter your default available working hours for each day. Leave blank if closed.

Day
Do you allow rescheduling or cancellation?
Notice period, penalty fees, rescheduling limits, time restrictions
If you don’t have a policy, a default one will be provided and tailored to your needs.

Section 5: Payments

Would you like to accept online payments or deposits from your clients?
Current Payment Method *
Current Payment solution *
Require Prepayment?
Other

Section 6: Reminders & Communication

Do you want to send reminders to your customers? *
What types of reminders?
Email reminders
Select all that applies
SMS reminders

Section 7: Final Review and Submission