Track

Go-live week

Seven days from loaded to live without a client getting a stray email. The messages stay paused until the last step, which is the one people skip.

7 lessons
Start with lesson 1 of this track

In order

  1. 1Pause all client messages while you load appointmentsLoading a book with the client switches on sends a confirmation for every appointment you type. Two switches in Settings, Notifications hold them until you are ready.1 min read · Owner
  2. 2Getting started and going liveWork down the Setup list, test it without a real client seeing anything, then switch over without messaging everybody by accident.2 min read · Owner
  3. 3Turn Magic Availability Check off to force a booking inThe switch at the top of the booking form. Off, it saves the start and end you type without asking whether the slot is free.1 min read · Owner or front desk
  4. 4Your booking link, Showcase page and QR codesYou have two links, not one, and they are for different people. Everything else is a way of putting one of them somewhere.2 min read · Owner
  5. 5Notifications: what the client gets, what you get, and whenMessages do not have a switch each. They follow a handful of switches, and the row tells you which one. The timing is yours to set; the wording of the reminder is not.3 min read · Owner
  6. 6The client's side, from sign-up to cancellingYou cannot see the screen a stuck client is on, which is most of the problem. Simulate puts their booking form and their profile in front of you, against your own live settings.4 min read · Owner or front desk
  7. 7Resend the activation SMS to a client who is stuckThe entry is only on the menu while they have not accepted your terms. After that, Quick Login is the one that gets them in.1 min read · Owner or front desk