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Set up your account with the setup wizard

Four steps: profile shown to guests, availability, first appointment type, sharing your link. The + Create button is always visible.

What it is for

Go from an empty account to a booking page ready to share, without hunting for where to create what: you fill in the person shown, your hours, your first appointment, then you copy your link.

Before you start

Owner role. The wizard opens after sign-up (Start the setup button) and stays available at any time through the Finish setting up your account banner or through the address demarrer.php.

Step by step

  1. Step 1, Your profile: enter the Display name, a Title or role, a Short introduction, a Photo or logo, your time zone and your Public address. The preview on the right shows live what your guests will see. Click Save and continue.
  2. Step 2, Your availability: tick the open days and set the hours (Monday to Friday, 9 am to 5 pm suggested). + Add a range creates a second range (lunch break). Add your time off. Remember to connect a calendar (Google or Outlook) to avoid conflicts.
  3. Step 3, Your first appointment: pick a template (Discovery call 15 min, Consultation 30 min, Meeting 60 min) or Other, adjust duration, description, location or video link, buffer and minimum notice, then Create this appointment.
  4. Step 4, Share: copy your booking link, open the Preview, copy the embed code for your website, then Finish setup.
  5. At any time: Skip this step (it stays to do in the banner), Previous, or Hide the banner.
  6. Afterwards, the + Create button (top left of every page) creates another type, a webinar, a session, a poll or a single-use link.

Expected result

Your booking page shows the person presented (photo or initials, name, title, introduction) then your appointments; your clients can book during your available hours. The banner disappears once all 4 steps are done.

Tips

  • Each step is saved separately: you can leave and come back.
  • A skipped step does not count as done: the banner reminds you of it.
  • Edit later: My profile, Availability, Appointment types, Share.
  • Step 3 counts as done as soon as a type exists, even if it was created elsewhere.

Common problems

“Tuesday: Invalid or overlapping ranges.”
Within a day, the end must come after the start and the two ranges must not touch.
“This address is already taken: choose another one.”
Add a word or a number to your public address.
“Your plan does not allow creating one more type.”
The Free plan allows a single type: edit it in Types, or change plan in Subscription.
I don’t see the banner.
It is hidden after a click on Hide, or all steps are done. Reopen the wizard through the address demarrer.php or Settings › Profile.

Related pages

Setup wizardAvailabilityAppointment types