Guide
Guided onboarding
Guided onboarding is a step-by-step setup flow that shows you what still needs to be configured for full functionality. The system supports the process with tips, status indicators, and checklists to ensure that no critical settings are missed.
Guided steps and statuses
- Checklist: a task list that shows what’s completed and what’s still missing.
- Progress indicator: percentage-based or visual feedback showing how far you are in onboarding.
- Next step suggestion: the system highlights which configuration you should complete next.
Common onboarding elements
The guided flow typically focuses on fine-tuning service and resource settings, booking rules, and communication templates.
- Booking rules: cancellation/rescheduling options, waitlist TTL, and capacity limits.
- Communication: notification emails, templates, and customer information.
- Integrations: Google Calendar or iCal connections to keep calendar sync working.
When is it useful?
If you manage multiple services, multiple resources, or complex booking rules, guided onboarding helps you move forward in a structured way and ensures every setting ends up in the right place.