The wizard after registration covers the basics. This is the rest of it, in the order that saves the most rework.
If you only want the shortest path to a working booking page, use Quick Start instead.
1. Regional settings, first
Settings → Shop → Regional. Timezone, currency, default language, date and time formats, week start.
Do this before anything else. Timezone and currency are the two settings that are awkward to change later — the timezone shifts the times of existing bookings, and changing currency relabels prices without converting them.
See Regional Settings.
2. Your details
Settings → Shop → Shop Details. Shop name, description, phone, address, and your booking web address.
The URL Slug decides your public address — https://your-shop-name.welldesk.ai. Pick one you
can live with: changing it breaks every link you have shared. See
Shop Information.
3. Your services
Services → Add Service. A name, and at least one pricing tier — a duration and a price.
Nothing can be booked until at least one service exists. Save the service first, then reopen it to add pictures.
See Adding a Service.
4. Your opening hours
Settings → Shop → Business Hours. Switch on the days you open, set Opens and Closes, and use Apply to all to copy a typical day across the week.
If you close over midday, click Add interval and add the afternoon separately. A single 09:30–19:30 tells customers they can book at 14:30.
See Business Hours.
5. Who can be booked
Settings → Shop → Staff.
- Working alone: Show Owner in Bookable Staff must be on, or your page has nobody to book.
- With colleagues: invite them from Team → Members; they are bookable once they accept.
Only set individual schedules if someone works less than the shop is open — see Schedules and Working Hours.
6. Your booking rules
Settings → Shop → Booking. Buffer between appointments, how far ahead and how close to the time people can book, whether email or phone is required, and your cancellation policy.
The defaults are reasonable. The one worth a thought is Minimum Advance — set it too high and you quietly refuse every same-afternoon booking. See Booking Settings.
7. How the page looks
Online Presence → Theme Gallery to pick a design, then Theme Design for your logo, cover image, tagline, about text, colours and fonts.
This is the part customers actually judge. Your own photographs and a description in your own voice are worth more than any theme choice. See Customising Your Shop Page.
8. Check it, then share it
Open your booking page on your phone and book yourself an appointment. It is the only reliable way to find what is missing.
Then put the link where people already look for you — see Your Public Booking Link.
Worth doing soon after
- Reminders — on by default, and the cheapest reduction in no-shows you will get. See Notification Settings.
- Existing customers — import them if you have a list. See Importing Customers.
- Languages — if you serve customers in more than one.