Complete Vendor Onboarding

Audience: Vendor

When to use this

Use this when you have just created a vendor account and need to finish setup before taking bookings.

Before you start

• You must be signed in to the vendor portal.
• You should have your business name, address, working hours, services, and at least one staff member ready.

What onboarding includes

The current onboarding flow covers:

1. business details
2. business location
3. business hours
4. services
5. staff
6. launch

Steps

1. Open /onboarding.
2. Enter your business details.
   • business name
   • business type
   • business mobile number
3. Continue to the location step.
   • search the address
   • confirm the map location
4. Continue to the hours step.
   • set open days
   • set start and end times
5. Continue to the services step.
   • add at least one service
   • set duration
   • set price if applicable
6. Continue to the staff step.
   • add at least one active staff member
   • assign at least one service to that staff member
7. Complete the launch step.

What happens next

• Your onboarding status is marked complete.
• You can open the dashboard, calendar, and appointments pages.
• Your business can start using vendor-side booking flows.

Important constraints

• Public booking should not be treated as ready unless you have at least one active staff member.
• Appointment creation also depends on staff availability and business hours.

Common issues

I cannot continue from the services step

You need at least one valid service with a name and duration.

I cannot continue from the staff step

You need at least one staff member, and that staff member must have at least one assigned service.

I finished onboarding but booking still does not work

Check:

• business hours
• service setup
• active staff
• assigned services

Related articles

• add-staff-and-assign-services.md
• create-an-appointment-manually.md
• share-your-public-booking-link.md