Set up your company with guided questions

Open Guided setup. Work through Business, Services, Team, Appointment times and Review. Saved incomplete answers are a draft, not applied configuration. Back and reload keep saved answers. Prices, consent and staff permissions are never inferred from prose.

In Review, load the actual setup preview. Resolve its issues, check the listed changes and choose Apply setup only when you intend to save them. Editing an answer invalidates that preview. If settings changed, review a fresh preview before applying. Existing customizations and appointment rows are preserved.

Applying saves the confirmed company details, services, lead sources, roster, weekly times and starter documents/workflow drafts. Roster entries do not grant login or send invitations. Customer imports, provider credentials, staff invitations and message activation are separate steps. No customer messages are sent by guided setup.

The checklist has Your business, Invite your team, Bring in your customers, Business email, Texting, Customer documents and Test a customer journey. Business and Documents are required. Optional steps may be skipped; a skipped step is different from a verified connection.

Guided setup remains in Settings. Set up later opens your workspace. Required completion, all-step completion and dismissing reminders are different states. Dismiss reminders hides them for that person across devices; Undo shows them again when eligible. It never applies settings or completes a step. Completed business setup is locked; make further changes in Settings.