Onboarding Checklist

• The Setup Wizard
• Checklist
  • 1. Business Profile
  • 2. Services
  • 3. Team Members
  • 4. Locations
  • 5. Connect Payments
  • 6. Add Booking to Your Website
• After Setup

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#

• Your business name (this shows up in your booking link)
• Address and timezone
• How you want to notify clients — email, SMS, or both

2. Services#

• Add at least one service with a name, price, and duration
• That's all you need to start — descriptions, buffer time, deposits, and more can be added later

3. Team Members#

• Invite team members by email (they inherit your business hours as defaults)
• Assign roles: Admin, Manager, or Staff
• Set individual working hours per day of week
• Assign skills to match team members with services they're qualified for

4. Locations#

• Add your location with an address and timezone
• Set your operating hours (when you're open for bookings)
• If you have multiple locations, each gets its own hours and team

5. Connect Payments#

• Connect your bank account through Stripe
• This lets you collect deposits, charge cancellation fees, and send invoices
• Client payments go directly to your account — Calendence never holds your money

6. Add Booking to Your Website#

• Go to Account → Widget and copy the embed code
• Paste it on your website wherever you want the booking form to appear
• Test a booking to make sure everything works

After Setup#

Once you're set up, your dashboard becomes your home base:

• See today's bookings and mark them complete
• Manage your services, team, and hours
• View client history and send invoices
• Check reports to see how the business is doing