A new account opens with a Get started checklist at the top of Home. Each step links to the right page and ticks itself off as you go: nothing to mark done by hand. Hide takes it off Home; Settings → Company → `Show on Home` brings it back. Once the core steps are done it leaves on its own.
- Add your services (or Review your prices if your price book came pre-loaded): Settings → Services, so quotes, jobs and invoices fill themselves in.
- Fill in your business details: phone, address, logo and brand color under Settings → Company. They go on your booking page and every document. The timezone there decides what "today" means on your schedule.
- Set your business hours: they live in Settings → Booking & forms. Booking and scheduling use them to know when you're open. Times you're busy every week inside those hours (lunch, a standing appointment) go under Repeating blocks right below.
- Add your first client: type one in, or bring your list over with a CSV. See Import your clients.
- Send your first quote. See Create and send a quote.
- Schedule your first job: it lands on your calendar and your phone.
- Share your booking page: copy the link for your website, Google profile or texts. See Take bookings online.
- Optional: Add your team (see Add team members) and Install the app on your phone (see Get the app).