Getting Started
Core Concepts
Key concepts to understand before using Calendence.
Your Account
When you sign up, you create an account that holds your subscription and all your businesses. If you run one business, that's all you'll see. If you add a second, a management panel appears to let you switch between them.
- One subscription covers all your businesses
- Each business has its own clients, bookings, and team — nothing overlaps
Your Team
Every team member has a role:
| Role | What they can do |
|---|---|
| Owner | Everything — billing, settings, team management. Can't be removed. |
| Admin | Same as Owner but can't remove the Owner |
| Manager | Manage bookings, clients, reports, and block time |
| Staff | See their own schedule and update their bookings |
You can give the same person different roles in different businesses.
Skills
Skills connect your team to the services they're qualified for. If "Balayage" requires the "Color Specialist" skill, only team members with that skill will show as available when a client books it.
Skills are completely optional. If you don't set any on a service, every team member can perform it. Most small teams won't need them.
Create and manage skills directly on the service or team member edit page — no separate setup needed.
Equipment
Some services need specific equipment — a detail bay, a paint correction machine, a company van. When you set up a service, you can tell Calendence what equipment it needs. The system checks that both a team member and the equipment are free before showing a time slot to clients.
Create equipment types directly on the service form. For example: "This service needs 1 Bay" — Calendence handles the rest.
Booking Flow
Every booking moves through these stages:
- Pending — Just created, waiting to be confirmed
- Confirmed — Locked in on the schedule
- In Progress — The job is happening
- Completed — Done
- Cancelled — Called off by the business or client
All bookings are kept for your records — nothing disappears.