After you create your Bookwize account, you will land on the onboarding wizard. This guided setup walks you through everything you need to start accepting bookings. Most business owners finish the entire process in under five minutes.
Here is exactly what each step looks like and what to enter.
Step 1: Your Business Details
Start by telling Bookwize about your business. You will enter your business name (this appears on your public booking page), upload your logo, and add your phone number. Then select your timezone and currency so that appointment times and prices display correctly for your area.
Your business name also determines your booking page address, so choose something recognizable to your clients.
Step 2: Add Your Services
Next, add the services your clients can book. For each service, enter a name, duration (how long it takes), and price. You can always add more services later, so start with your two or three most popular offerings to keep things simple.
For more details on organizing and managing services, check out our full guide on adding services your clients can book.
Step 3: Add Your Staff
Add your team members by entering each person's name, email, and role (Staff, Manager, or Owner). Then assign which services each staff member offers. If you are a solo professional, you are already set up as the first staff member — just assign your services and move on.
Learn more about roles and permissions in our guide to managing your team and staff accounts.
Step 4: Set Your Business Hours
Toggle on the days you are open and set your start and end times for each day. For example, if you are open Monday through Saturday from 9:00 AM to 6:00 PM, toggle those days on and set the hours. Clients will only see available time slots within these hours.
You can set different hours for different days — useful if you open late on certain days or have a half-day schedule.
Step 5: You Are Live!
That is it. Your booking page is now active and ready for clients. The final screen shows your unique booking page link — you can share this link on social media, add it to your Google Business profile, or send it directly to clients. Anyone with the link can browse your services, choose a staff member, pick a time, and book an appointment.
The entire onboarding process takes most business owners under five minutes. You can always go back and update any of these settings later from your dashboard.
Tips for a Great Setup
- Use a clear business name — your clients see this on the booking page and in confirmation emails, so make it recognizable
- Upload a good logo — a professional logo builds trust and makes your booking page look polished. Use a square image for best results
- Set realistic hours — only set hours when you are genuinely available. You can always adjust them later if your schedule changes
- Start simple — you do not need to add every service and staff member on day one. Add your essentials and expand as you get comfortable
What Comes Next
Once your setup is complete, you will be taken to your dashboard where you can manage bookings, view your calendar, and track customers. From there, you can also embed your booking widget on your website or share your booking link anywhere your clients can find you.
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