After registering your business, complete these essential setup steps to start accepting bookings and managing your business effectively.
Watch our quick tutorial to understand how to complete the account setup 👇
Setup Checklist
1. Verify Your Business
Complete all registration steps
Await admin review and approval
Receive confirmation email
Gain access to full platform features
2. Configure Essential Settings
Customer Types
Review default customer types
Add custom customer types
Set certification requirements
Configure booking limits
Location Management
Add business locations
Set up meeting points
Configure harbor/pool locations
Verify map coordinates
Add-ons Setup
Review default add-ons
Add custom add-ons
Set pricing
Define availability
3. Financial Setup
Complete tax information
Configure payment settings
Connect payment processing
Set payout preferences
4. Team Configuration
Invite team members
Assign user groups
Set permissions
Configure access levels
5. Activity Creation
Set up your first activity
Configure availability
Add pricing
Include photos and descriptions
Frequently Asked Questions
Frequently Asked Questions
Setup Process
Q: How long does complete setup take?
A: Basic setup takes 1-2 hours, but we recommend taking time to:
Configure settings thoroughly
Add comprehensive business information
Set up initial activities
Invite team members
Q: What if I need to pause setup?
A: Your progress saves automatically. Return anytime to continue where you left off.
Q: Which settings should I configure first?
A: Focus on essential settings:
Customer types
Locations
Payment setup
Basic activities
Business Configuration
Q: Do I need to use all features?
A: No, configure only the features your business needs:
Required: Basic profile, customer types, locations
Optional: Add-ons, team management, advanced settings
Q: Can I modify settings later?
A: Yes, most settings can be updated anytime, though some changes may require approval.
Q: Should I add all team members immediately?
A: Start with key team members who need immediate platform access.
Getting Started with Bookings
Q: When can I start accepting bookings? A: After completing:
Business verification
Payment setup
Basic activity creation
Location configuration
Q: What should my first activity be? A: Start with a simple, popular offering:
Regular tour
Basic course
Standard trip
Q: How do I test my setup?
A: Create a test booking to verify:
Activity display
Pricing calculation
Payment processing
Confirmation emails