Start with an assigned account
Sign in with the account assigned to your shop. If you cannot access the workspace, ask your shop administrator to check your account and shop assignment. Settings and team actions depend on your role.
Check the details customers will see
Open Settings and review the shop information before sending documents.
- Check the shop name, address, phone number and contact email.
- Add your shop logo and review the branding options.
- Check the timezone and invoice settings for your shop.
- Save your changes and review a document or your public booking page to confirm the details.
Give each person their own access
Use team management to add staff and assign the appropriate role. Use individual accounts so each person has the access their work requires. If an action is missing, have an administrator check the role instead of sharing an administrator password.
Prepare for the first booking
Review opening hours, booking settings and the mechanics who can receive appointments. Then add a client and vehicle before creating your first appointment. Having the customer record ready makes later estimates and invoices easier to connect.