1. Add staff members (optional)
On your business home screen, click on "Business Staff", and add the emails of all your staff who will meet customers and validate their bookings.
If it is just you, then do not add any staff. You cannot add yourself as a staff because you're already the owner.
Why is this important? Adding staff members is necessary to achieve some key functions:
To allow staff members to login with their emails and access some of the options of your business menu
To allow staff members to validate customer bookings
To automatically assign different bookings to different staff members.
2. Add booking slots
On your business home screen, click on "Booking Slot", and add time slots during which customers can book with you.
Why is this important? At least one booking slot is mandatory before you create booking units.
3. Add booking units
On your business home screen, click on "Booking Unit", and add units which your customers can book.
Why is this important? This is what your customer will book. So make sure that you enter accurate details with the correct understanding of these terms:
Custom name: The name that you give to the booking unit - like the doctor's name, the hair stylist's name etc. This is what will stay in your customer's memory.
Limit per booking: This defines how many of the units can a customer book in one single booking? If your booking unit is a person, the limit is 1. If your booking unit is a product or service, then the limit is as you decide.
Available till date: This is automatically in sync with the booking dates of your business. But if you want to end the bookings of a particular unit on an earlier date, then change the Available till date.
Excluded dates: These are the dates during which the booking unit is unavailable (Note that business holidays are automatically applied to every booking unit as excluded dates).