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.

18 articles

Admin Quick Setup

10 articles
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

Customer Quick Tutorial

8 articles

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