Getting Started
Onboarding Checklist
Step-by-step checklist to get your business fully configured.
The Setup Wizard
After creating your account, Calendence walks you through a guided setup wizard. Each step builds on the previous one — complete them in order for the smoothest experience.
Your progress is tracked automatically. You can leave and come back at any time.
Checklist
1. Business Profile
- Business name and slug (used in your booking URL)
- Address and timezone
- Notification preferences (email, SMS, or both)
2. Services
- Add at least one service with name, description, and pricing
- Set duration (fixed or variable)
- Configure buffer time before/after appointments
- Optionally set deposit requirements
3. Staff Members
- Invite team members by email
- Assign roles: Admin, Manager, or Staff
- Set individual working hours per day of week
- Assign skills to match staff with services
4. Locations & Resources
- Add your location(s) with address and timezone
- Add resources like bays, lifts, or equipment
- Assign staff to locations
5. Connect Payments
- Connect your Stripe account via Stripe Express
- This enables client payments, deposits, and cancellation fees
- Payouts go directly to your bank account
6. Embed the Widget
- Copy your publishable API key from the Hub Panel
- Add the widget embed code to your website
- Test a booking to verify everything works
After Setup
Once onboarding is complete, you'll land in the Company Panel where you can:
- View and manage bookings
- Send invoices
- Communicate with clients
- Adjust schedules and availability