影片
this short video is the starting point for new admins setting up the ob booking system for the first time. it provides a guided walkthrough of the main admin interface so you can quickly orient yourself before diving into configuration. you will see where day-to-day operational tools live and how the navigation is organised. watch it end-to-end before moving on to the more detailed setup articles in this section.
the tour covers the core areas you will use every day as an admin. these include the dashboard for an at-a-glance view of business activity, the schedule calendar for managing bookings and availability, and the classes section for setting up your service offerings. it also highlights the customers area for managing client profiles, the passes section for packages and memberships, and the settings sidebar where account-wide configuration lives. once you are familiar with these locations, the remaining quick setup articles will feel much easier to follow.
Meet Obie, your business-wide AI assistant
Obie is the main AI assistant for working across Omcean Booking. Open Obie when your question spans several pages, when you need setup or feature guidance, or when you want to understand activity across the business.
Obie is best for:
- Setting up your business step by step
- Finding a feature or understanding how a setting works
- Comparing customers, classes, instructors, locations, or date ranges
- Creating reports, tables, charts, and key figures
- Completing supported admin tasks that involve more than one area
For example, ask which classes grew the most during the last three months, which customers stopped attending, or how to finish setting up online bookings.
Set up your studio with Obie's guided setup
When you first set up your studio, Obie can walk you through the essentials step by step and fill in as much as possible for you. A Setup progress panel tracks each step, so you always know what is done and what is left.
Review and import researched details. Give Obie your website, Facebook page, or Google listing and it looks up your business, then shows a checklist so you choose exactly which details to bring in. You can select any combination of:
- Business information
- Opening hours
- Online links
- Logo
- Passes
- Classes
- Services
Each item shows what was found — and a preview image for a logo or photo — so you can confirm before it is added. Tick only the details you want, then choose Use selected details to import them, or Skip import to continue without importing anything. Any classes, services, and passes you select are saved straight away, so Obie will not ask you to choose them again later in the setup.
See a summary of what was saved. After you confirm which website details to import, the next setup form opens with a short summary of exactly what was saved — your business details plus the classes, services, and passes that were imported — so you can see at a glance what came across before you carry on.
Finish a form before you can send it. When Obie asks you to complete a form, the send button stays disabled until every required field is filled in. If a step lets you add more than one row — for example several instructors — each row must be completed before the form can be sent. Every instructor you add during setup needs both a name and a valid email address: the email is required because Obie uses it to send that instructor their welcome email, so Obie always asks you for it and never guesses one or reuses an example address. This stops half-finished details from being saved.
See a clear recap of what you sent. After you complete a form, Obie shows a tidy recap of selection cards instead of one long line of text. Each card shows its category, title, and details, along with a preview image where available. A short line below the cards notes the action you took, such as Use selected details or Yes, go ahead.
Skip any step you are not ready for. Optional steps show a helpful label and a skip option. For example, you can choose Skip on the profile step and come back to it later — nothing is lost, and the step stays available in the setup panel.
Copy a conversation. Use the copy option to save your chat with Obie as neatly formatted text. Completed forms are kept as clear question-and-answer lists and any tables stay intact, so you can paste the conversation into your notes or share it with your team.
Use AI Table Assistance for the records on screen
AI Table Assistance starts with the supported table or page you are currently viewing. Use it when the relevant customers, classes, appointments, passes, or other records are already on screen, so you can ask a direct question without explaining where the data came from.
AI Table Assistance is best for:
- Explaining or summarizing the current table
- Filtering to a precise group of records
- Comparing values in the visible columns
- Drilling into selected customers, classes, appointments, or passes
- Taking a supported action from the current workflow
Use Obie when the question needs a wider business view. Use AI Table Assistance when the right records are already open.
Permissions, confirmations, and customer chat
Obie and AI Table Assistance both follow your current account permissions and request confirmation before supported actions that require approval.
The customer AI chatbot is separate from these admin assistants. It answers customers on LINE using customer-appropriate information and can be trained with your business Q&A, knowledge, directions, and policies. Changing Obie's name, avatar, or personality does not change the customer chatbot settings.
