Account & business setup

Business profile

In Settings → Business, set:

• Business name and description (used by the AI when talking to customers)
• Logo and contact details
• Default timezone and currency

Branches

Each branch has its own address, timezone, and business hours. Essentials includes 1 branch; Growth up to 3; Scale up to 6.

• Create branches under Settings → Branches
• Set weekly hours and holiday closures per branch
• Assign staff to the branches where they work

Team members

Invite colleagues from Settings → Team. Roles control access to bookings, customers, settings, and finance modules.

Services

Every bookable offering needs:

• Name, duration, and price
• Assigned staff (who can perform it)
• Optional resources (rooms, equipment)
• Category for filtering in the dashboard and AI context

Payments (optional)

Connect your payment provider in Settings → Payments to record payments and generate invoices from bookings and orders.