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Completing onboarding

The Setup checklist covers organization, hours, staff, a meeting type, branding, and a test booking.

Updated 2026-11-05

Owners see Setup in the app sidebar until the checklist is complete. Admins may help with some steps. Managers and members do not run organization setup.

  1. Confirm organization name, slug, and time zone.
  2. Set weekly working hours.
  3. Add at least one meeting type.
  4. Add staff if you are on Teams or Business.
  5. Adjust appearance if you want branding before you share a link.
  6. Create a test booking on the public page.

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