Getting Started

Step-by-step quick-start guides for first-time users — admin setup walkthroughs for getting your booking site live, and customer tutorials covering account, bookings and passes.

42 articles

Admin Quick Setup

34 articles
Getting Started

Meet Obie the Admin AI Assistant

Obie is the AI assistant built into your OceanBooking admin. Learn who can use it, what it can help with, how approvals and audit records work, how to personalize it, and how to hide or show it.

#Obie#admin assistant#AI help
Lisa Wang
Lisa Wang · Aug 16, 2026
Getting Started

Customize Obie with Business and User Settings

Use Obie's Business settings and User settings to control how the admin assistant communicates. Business instructions are shared with every admin in the business, while User instructions apply only to you.

#Obie settings#AI instructions#personalization
Lisa Wang
Lisa Wang · Aug 29, 2026
Getting Started

How to Quickly Open the Booking System on Your Computer (OB WebApp)

You can add the booking system to your computer desktop as a Web Application (WebApp) using browsers like Chrome , enabling quicker access and run directly online.

#webapp#desktop#shortcut
Emily Zhang
Emily Zhang · Jul 19, 2024
Getting Started

Quick Setup Tutorial - A Tour of the Interface

Quickly learn where to find commonly used features in the OB reservation system, and make the most of its powerful tools.

#interface#tour#tutorial
David Kim
David Kim · Apr 11, 2025
Getting Started

Quick Setup Tutorial - Appointments (Appointment Module)

This article provides instructions on how to use the Appointment Module, explaining how to set up service hours and staff working hours.Other Related Articles:Learn How Customers Book Classes: Quick Setup Tutorial - Customer Make a ReservationLearn How to Book Multiple Classes at Once: Customers Booking Multiple Classes at Once

#appointments#setup#tutorial
David Kim
David Kim · Mar 22, 2024
Getting Started

Quick Setup Tutorial - Business Information

The Business Information section allows you to customize your booking website and showcase your business's unique identity. Here you can manage your business name, contact details, logo, cover photos, opening hours, and location information. All this information is displayed on your customer-facing booking page.To access Business Information, click Business Information in the left navigation menu under General. Click on your business name to open the edit view with multiple tabs for different settings.

#business information#setup#profile
Emily Zhang
Emily Zhang · Mar 22, 2024
Getting Started

What's the difference between the Schedule and Appointment modules?

Your booking system offers two different modules for managing reservations: the Schedule module for recurring classes and courses, and the Appointment module for flexible one-on-one or custom bookings. Most businesses use one or the other, though some use both. This guide explains how each module works and helps you understand which is right for your business.

#schedule#appointments#modules
Sarah Chen
Sarah Chen · Mar 22, 2024
Getting Started

Quick Setup Tutorial - Customers get a pass

Customers need to purchase a pass before making a reservation. Please read this article to learn how students can buy passes.When customers purchase a pass, there are 3 possible scenarios:Customer purchase passes via cash or bank transfer.Customer directly purchases passes at the studio without placing an order online.Customer purchase passes via credit card.*If reservations can be made without purchasing passes, you can skip this article.

#passes#purchase#customers
Emily Zhang
Emily Zhang · Mar 22, 2024
Getting Started

Quick Setup Tutorial - How to Assist Customers in Booking Classes

When customers are unable to make a reservation on their own due to various reasons and require assistance from admin, the admin can refer to this guide on how to assist customers in booking classes.

#bookings#admin#tutorial
Sarah Chen
Sarah Chen · Mar 22, 2024
Getting Started

Quick Setup Tutorial - Schedule (Schedule Module)

This article provides instructions for using the schedule module. Businesses can use the "Schedule Module" to schedule classes to calendar, then customers can choose those scheduled classes and make reservations.

#schedule#setup#tutorial
Sarah Chen
Sarah Chen · Mar 22, 2024
Getting Started

Quick Setup Tutorial - Settings

Reservation and cancellation policies, calendar display, various permissions, and other settings.

#setup#settings#tutorial
Lisa Wang
Lisa Wang · Mar 22, 2024
Getting Started

Quick Setup Guide – Core Features

The basic/essential features provided by the system include: instructions on how to create users, classes, passes, and instructors.

#setup#core features#tutorial
Sarah Chen
Sarah Chen · Mar 22, 2024
Getting Started

Connect OmceanBooking to ChatGPT

Connect OmceanBooking to ChatGPT to look up the business information your staff role allows and, if you grant access, make supported changes after you approve them. This guide shows you how to connect one business, choose its access level, start a chat, and manage the connection.

#ChatGPT#connection setup#AI assistant
Lisa Wang
Lisa Wang · Sep 24, 2026
Getting Started

Setting up an Acupuncture Clinic

Clinic appointments with a longer first visit, a required intake form, family members as dependents and a six-visit treatment course.

#acupuncture#clinic#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Badminton Centre

Court hire by the hour is the main booking, group coaching runs as classes, and court credits plus coupons keep regulars coming back.

#badminton#court hire#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up an Aquatic Therapy Pool

Therapist-led hydrotherapy sessions with changing-room buffers, pool zones as equipment, family carers booking as dependents and an eight-visit card.

#aquatic therapy#hydrotherapy#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Beauty & Nail Salon

Treatment-first booking for nails, lashes and skin: the guest picks the service, optionally a technician, and pays a deposit on long sets.

#beauty salon#nails#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up your business, by business type

Every business books differently: a salon holds a stylist, a swim school enrols children for a term, a restaurant holds a table. Pick your type below for a six-step playbook with concrete services, durations, prices, booking-flow steps, passes and features to start from — then change what does not fit.

#setup playbook#business types#getting started
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Dental Practice

Short dental slots, the patient's usual dentist, kiosk check-in at the front desk and reminders that cut no-shows — paid per visit.

#dental#clinic#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Dog Wash

Grooming appointments with a clean-up buffer, pets as dependents renamed "pet", self-wash tubs hired as equipment and shampoo add-ons.

#dog wash#grooming#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up an Education & Training Centre

Group lessons run as term courses, tutoring as appointments with a required tutor, parents book children, and a twelve-lesson term pass.

#education#tutoring#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Fitness Studio

Group classes with waiting lists are the core, personal training runs as appointments alongside, and racks and bikes cap class size.

#fitness studio#classes#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Freediving School

Long pool sessions as classes, private coaching as appointments, a waiver before the first dive and a 48-hour cancellation window.

#freediving#coaching#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Hair Salon

A salon where clients book their stylist: three priced services, a close buffer for clean-up, a blow-dry pack and LINE confirmations.

#hair salon#setup#playbook
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Martial Arts Academy

Kids and adults classes on a timetable, parents booking children as dependents, a recurring monthly membership and belt-progress rewards.

#martial arts#membership#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Massage Spa

Room-based treatments with turnaround buffers, an intake form for pressure and injuries, a ten-visit card and hot-stone add-ons.

#massage#spa#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Personal Trainer

A trainer-first diary: clients pick their coach, then the session type; packs and a monthly unlimited are the products, synced to Google Calendar.

#personal trainer#sessions#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Pilates Studio

Reformer classes capped by machines, private sessions as appointments, a ten-class card and deposits on privates.

#pilates#reformer#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Pole Studio

One pole per student caps every class, waivers are collected at registration, and small classes fill from waiting lists with an eight-class pack.

#pole studio#classes#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Restaurant

Tables booked by time with a turnover buffer, no server or menu step in the flow, deposits on tasting menus and tables as equipment.

#restaurant#tables#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Swim School

Children booked as dependents into term-long courses, adults in a squad class, lanes as equipment and a ten-lesson term pass.

#swim school#courses#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Tennis Club

Courts hired by the hour, private lessons as appointments, junior clinics as classes, members booking children, and court-hour credits.

#tennis club#courts#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Wellness Spa

Saunas and float pods booked as timed services, capped by equipment, with a monthly pass and kiosk check-in at reception.

#wellness spa#sauna#setup
Emily Zhang
Emily Zhang · Oct 4, 2026
Getting Started

Setting up a Yoga & Dance Studio

A timetable studio: two scheduled classes, a ten-class pack and a monthly unlimited, waiting lists, and per-class instructor pay.

#yoga#dance#setup
Emily Zhang
Emily Zhang · Oct 4, 2026

Customer Quick Tutorial

8 articles
Getting Started

Customer Quick Start Guide

For customers making their first reservation with the OB app.

#tutorial#customers#onboarding
Sarah Chen
Sarah Chen · Mar 21, 2024
Getting Started

How To Use the Booking Website as Customer

This tutorial is for customers using our system for the first time.

#tutorial#customers#bookings
Lisa Wang
Lisa Wang · Mar 21, 2024
Getting Started

What to Do If Customers Cannot Log In After Logging Out?

Why is re-login necessary and how to troubleshoot login issues?

#login#troubleshooting#customers
Emily Zhang
Emily Zhang · Mar 21, 2024
Getting Started

How to book a class

Step-by-step guide for customers: find a class on the calendar, pick a time and confirm a booking.

#bookings#tutorial#customers
Lisa Wang
Lisa Wang · Jun 6, 2026
Getting Started

How to use your pass to book classes

How customers redeem a pass when booking — points, class units and bundled vs single-use passes.

#passes#bookings#customers
Lisa Wang
Lisa Wang · Jun 6, 2026
Getting Started

How to cancel a booking

Cancel a class booking before the cancellation deadline and get your pass credit returned.

#cancellation#bookings#customers
Lisa Wang
Lisa Wang · Jun 6, 2026
Getting Started

How to view your upcoming bookings

See all your confirmed bookings, waiting-list spots and past classes from the customer dashboard.

#bookings#dashboard#customers
Lisa Wang
Lisa Wang · Jun 6, 2026
Getting Started

How to update your profile and contact information

Update your name, contact information, profile picture and display language from the customer account page.

#profile#account#customers
Lisa Wang
Lisa Wang · Jun 6, 2026

Try the Booking System for 7 days

All Features Included

7 DAYS FREE$
  • ∞Unlimited bookings
  • ✨All AI features included
  • 🌐Your own branded booking website

No credit card needed

Arrow