Basic Setup (I mainly book appointments)

Welcome to Ovatu, we are thrilled to have you on board!

To help you get your brand new Ovatu account up and running with appointments, we've put together this simple guide.

BASIC SETUP:

1. Add your Employee/s

First up, you need to add in your Employees

Here's how you add a new Employee: How do I add a new Employee?

For more information about employees, browse the Employees topic

2. Add your Service/s

Once you have your Employee's, add in your Services, for example 'Haircut', 'Massage' or 'Treatment'

Here's how you add a new Service: How do I add a new Service?

Here's how to set which Employees can perform which Services: How do I set which Employees can perform which Services?

For more information about Services, browse the Services topic

3. Set the Roster

When do your Employees work?

Here's how to set the Roster: How do I setup the Roster?

For more information about Rostering, browse the Roster topic

4. Start creating Reservations!

You're ready to schedule appointments now!

Here's how to create a Reservation: How do I create a new Reservation?

For more information about Reservations, browse the Reservations topic

5. Process your Sales!

Once your Customer has completed their appointment, you're ready to process their Sale

Here's how to create a Sale: How do I create a new Sale?

For more information about Sales, browse the Sales topic

THE EXTRAS:

1. Do you sell any Products?

Here's how to add a new Product: How do I add a new Product?

For more information about Products, browse the Products topic

2. Do you include Taxes in your Services or Products?

Here's how to add a new Tax: How do I add a new Tax?

Here's how to add it to a Service: How do I add/remove a Tax to/from a Service?

3. Do your Customers need to complete any Forms?

Here's how to add a new Form: How do I create a new Form?

For more information about Forms, browse the Forms topic

4. Do you sell Gift Cards?

Here's how to add a new Gift Card: How do I sell a Gift Card?

For more information about Gift Cards, browse the Gift Cards topic

5. Do you sell Passes?

Here's how to add a new pass: How do I sell a Pass?

For more information about Passes, browse the Passes topic

6. Have you got any Resources, such as rooms?

Here's how to add a new Resource: How do I add a new Resource?

For more information about Resources, browse the Resources topic

7. Would you like to take Online Bookings?

The fun part is using your Ovatu mini-site or widget to allow your Customers to make Online Bookings!

Here's how to enable Online Booking: How do I enable the book.app Mini-Site and Booking Bot

For more information about Online Booking, browse the Online Booking topic

8. How about Employee logins and permissions?

Here's where to find an Employee's login details: Where do I find an Employee’s login details?

Here's how to set Employee permissions: How do I set Employee permissions?

And that's a wrap! There are many other things you can do with Ovatu, please feel free to browse and search our Help Guides for any questions you may have!

Welcome to Ovatu, we are thrilled to have you on board!

To help you get your brand new Ovatu account up and running with class bookings, we've put together this simple guide

THE BASICS:

1. Add your Employees

First up, you need to add in your Employees

Here's how you add a new Employee: see How do I add a new Employee?

For more information about Employees, browse the relevant tab of the Employees topic

2. Add your Group Service/s

Once you have your Employee's, add in your Group Services, for example 'Yoga', 'Cycle' or 'Body Pump'

Here's how you add a new Group Service: see  What is Group Service?

You will need to let Ovatu know which Employees can perform which Services: see How do I set which Employees can perform which Services?

For more information about Services, browse the relevant tab of the Services topic

3. Set the Roster

Even though you are going to schedule weekly, recurring, group bookings, you will still need to let Ovatu know when your employees are rostered to work.

Here's how to set the Roster: see How do I setup the Roster?

For more information about Rostering, browse the relevant tab of the Roster topic

4. Create your Timetable!

To create your Timetable, you need to create Class Reservations

Here's how to create a Reservation: see How do I create a (Timetable) Class Reservation?

For more information about Reservations, the Reservations topic

5. Book Customers into your Class Reservations

Once you have created your Timetable, you can begin to book Customers into your classes (Group Reservations)

Here's how to book Customers into a Group Reservation: see How do I book Customers into a Class Reservation?

6. Manage your Customers upon arrival

When your Customers arrive for their Class, you can:

• Check them in
• Create a Sale
• Mark them as a 'No Show'
• Cancel their booking

Here's how to manage customers in a Group Reservation: see How do I manage Customers in a Class Reservation?

THE EXTRAS:

1. Do you sell any Products?

Here's how to add a new Product: see How do I add a new Product?

For more information about Products, browse the relevant tab of the Products topic

2. Do you include Taxes in your Services or Products?

Here's how to add a new Tax: see How do I add a new Tax?

Here's how to add a tax to a Service: see How do I add/remove a Tax to/from a Service?

3. Do your Customers need to complete any Forms?

Here's how to add a new Form: see How do I create a new Form?

For more information about Forms, browse the relevant tab of the Forms topic

4. Do you sell Gift Cards?

Here's how to add a new Gift Card: see How do I sell a Gift Card?

For more information about Gift Cards, browse the relevant tab of the Gift Cards topic

5. Do you sell Passes?

Here's how to add a new Pass: see How do I sell a Pass?

For more information about Passes, browse the relevant tab of the Passes topic

6. Have you got any Resources, such as rooms?

Here's how to add a new Resource: see How do I add a new Resource?

For more information about Resources, the Resources topic

7. Would you like to take Online Bookings?

The fun part is using your Ovatu mini-site or widget to allow your Customers to make Online Bookings!

Here's how to enable Online Booking: see How do I enable Online Booking?

For more information about Online Booking, browse the Online Booking topic

8. How about Employee logins and permissions?

Here's where to find an Employee's login details: Where do I find an Employee’s login details?

Here's how to set Employee permissions: How do I set Employee permissions?

And that's a wrap! There are many other things you can do with Ovatu, please feel free to browse and search our Help Guides for any questions you may have!

Welcome to Ovatu, we are thrilled to have you on board!

To help you get your brand new Ovatu account up and running with class bookings, we've put together this simple guide

THE BASICS:

1. Add your Employees

First up, you need to add in your Employees

Here's how you add a new Employee: see How do I add a new Employee?

For more information about Employees, browse the Employees topic

2. Add your Group Service/s

Once you have your Employee's, add in your Group Services, for example 'Yoga', 'Cycle' or 'Body Pump'

Here's how you add a new Group Service: see  What is Group Service?

You will need to let Ovatu know which Employees can perform which Services: see How do I set which Employees can perform which Services?

For more information about Services, browse the Services topic

3. Set the Roster

Even though you are going to schedule weekly, recurring, group bookings, you will still need to let Ovatu know when your employees are rostered to work

Here's how to set the Roster: see How do I setup the Roster?

For more information about Rostering, browse the Roster topic

4. Create your Class Reservations and add them to your Schedule!

To add a timetabled Class Reservation to your schedule, you first need to create a Class Reservation

Here's how to create a Reservation: see How do I create a (Timetable) Class Reservation?

For more information about Reservations, browse the Reservations topic

5. Book Customers into your Class Reservations!

Once you have created your Timetable, you can begin to book Customers into your Class Reservations

Here's how to book Customers into a Group Reservation: see How do I book Customers into a Class Reservation?

6. Manage your Customers upon arrival

When your Customers arrive for their Class, you can:

• Check them in
• Create a Sale
• Mark them as a 'No Show'
• Cancel their booking

Here's how to manage customers in a Group Reservation: see How do I manage Customers in a Class Reservation?

THE EXTRAS:

1. Do you sell any Products?

Here's how to add a new Product: see How do I add a new Product?

For more information about Products, browse the Products topic

2. Do you include Taxes in your Services or Products?

Here's how to add a new Tax: see How do I add a new Tax?

Here's how to add a tax to a Service: see How do I add/remove a Tax to/from a Service?

3. Do your Customers need to complete any Forms?

Adding and managing Forms can be done via the Web and iOS apps

For more information about Forms, browse the relevant tab of the Forms topic

4. Do you sell Gift Cards?

Here's how to add a new Gift Card: see How do I sell a Gift Card?

For more information about Gift Cards, browse the relevant tab of the Gift Cards topic

5. Do you sell Passes?

Here's how to add a new Pass: see How do I sell a Pass?

For more information about Passes, browse the relevant tab of the Passes topic

6. Have you got any Resources, such as rooms?

Here's how to add a new Resource: see How do I add a new Resource?

For more information about Resources, the Resources topic

7. Would you like to take Online Bookings?

The fun part is using your Ovatu mini-site or widget to allow your Customers to make Online Bookings!

Here's how to enable Online Booking: see How do I enable the book.app Mini-Site and Booking Bot

For more information about Online Booking, browse the Online Booking topic

8. How about Employee logins and permissions?

Here's where to find an Employee's login details: Where do I find an Employee’s login details?

Here's how to set Employee permissions: How do I set Employee permissions?

And that's a wrap! There are many other things you can do with Ovatu, please feel free to browse and search our Help Guides for any questions you may have!