Setting up your business, by business type

Emily Zhang

By Emily Zhang

2 min read

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

What kind of business are you?

Several related categories share one playbook — barbers follow the hair salon, chiropractors and physiotherapists the acupuncture clinic, golf clubs the tennis club, and music, language, cooking and driving schools the education centre.

What every playbook covers

  1. Choose your booking type — Classes, Appointments and/or Equipment hire, and where to set it.
  2. Create your services or classes — named examples with durations and prices, plus the Time frame, Buffer time and Working Hours defaults for appointment services.
  3. Set the booking flow — which of the Classes, Instructors and Date steps are enabled, required or disabled, and in what order; class-only types get their timetable here too.
  4. Passes and payment — visit packs and memberships, the cancellation window, and deposits where they help.
  5. Customers and features — whether to enable dependents, which custom features to switch on and why, with links to the matching equipment and add-on examples.
  6. Do it with the assistant — three requests you can type to have it done for you.

Ask the assistant

When you ask the admin AI assistant to set up your business, it starts from the playbook that matches the business type you chose during onboarding, so you can simply say what you run and let it propose the services, flow, passes and features from that page. It reads your current settings first and shows each change for approval before anything is saved.

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