Prepare your information
Onboarding creates the initial structure of your business portal. Prepare the registered business details, branch addresses, service list and the staff members who provide them.
The five onboarding steps
- Business: enter the name, registration number, registered address and contact details.
- Branches: add every physical location separately with its own name and address.
- Services: enter a name and default duration, and assign each service to at least one branch.
- Staff: add operational profiles and assign them to the branches where they work.
- Review: check all entered information before submitting.
If you stop partway through
Your draft and current step are saved while you work. After the portal is active, branches, services and staff can be maintained in their own sections.