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Schedule Setup and Health Check

Schedule Setup builds your first calendars from a short wizard. Schedule & Capacity Health Check then lists anything on those calendars that could block bookings.


Open Schedule Setup

Use any of these paths.

  1. On the launch checklist, open Set up your booking calendar and select Start Schedule Foundations

  2. On Schedules & Sessions, open the command palette and choose Schedule Setup

The page title is Schedule Setup.


Complete the wizard

Move with Continue. Use Previous to go back. Cancel leaves without saving.

The stepper labels change with your answers. These steps always appear:

Who works here?

  1. Read Who works at your business?

  2. Enter Team Members (include yourself)

How pets book

  1. Read When a pet owner books, what are they reserving?

  2. Choose Booking type

Your typical day

  1. Read What does a typical day look like?

  2. If you board overnight, enter How many separate boarding areas do you have?

  3. Answer How do you schedule bookings?

Spaces (only if bookings reserve a space)

  1. Read How many spaces do you have?

  2. Enter the count

Calendars

  1. Read How do customers get booked in?

  2. Choose Booking style

  3. If asked, enter How many shared calendars do you need?

Team Details

  1. For each person, enter First name, Email address, and Phone number

Boarding, Space Details, Calendar Names

These steps appear only when your answers need them.

  1. Enter each Space Name or Calendar name

Review

  1. Read Review Your Setup

  2. Select Save & Add Your First Service

That creates the calendars and team records. Set working hours on Schedules & Sessions after you save.


Run Schedule & Capacity Health Check

Use this after you have working hours on at least one team member or resource.

  1. Go to Schedules & Sessions

  2. Open the overflow menu

  3. Select Health Check

  4. Read Schedule & Capacity Health Check

  5. Work through Overview, How it works, and What to review

  6. Select Next to move on

Findings are labelled Critical, Warning, or Advisory, and grouped as Customer bookings, Setup error, or Tidy-up.

If you have no working hours yet, the page shows No schedules to check yet. Select Set up schedules to return to Schedules & Sessions.


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