Setup guide
Every step from signing up to taking real money, in order. Each step has written instructions and, where it is recorded, a short video of the real product.
Work top to bottom. The order is deliberate: your store defaults pre-fill the inventory wizard, so doing settings before fleet saves you entering the same deposit and tax on every item you own.
About six to nine hours of work
Spread over about a week, most of which is waiting on Stripe rather than working. Start step 19, Stripe, on your first day and let it verify in the background while you build everything else.
Day 1: your account
| Step | What you do | Time |
|---|---|---|
| 1. Create your account | Sign up, verify your email, set a password | 2 min |
| 2. Your dashboard | Find the launch meter and the order to work in | 5 min |
| 3. Business profile and brand | Your name, website and logo | 10 min |
| 4. Invite your team | Staff, managers and admins | 10 min |
Day 2: your business
| Step | What you do | Time |
|---|---|---|
| 5. Add your location | One entry per place customers collect from | 10 min |
| 6. Hours and time zone | When you trade, and where in the world you are | 10 min |
| 7. Taxes and fees | Tax lines, and who pays each fee | 20 min |
| 8. Store defaults | Deposits, cutoffs and cancellation rules | 20 min |
Day 3: your fleet
| Step | What you do | Time |
|---|---|---|
| 9. Items and assets | The one idea to get right before you build | 10 min |
| 10. Add your first item | The inventory wizard, start to finish | 20 min |
| 11. Capacity and maintenance | Units, tracking, and taking one out of service | 15 min |
| 12. Pricing seasons | The calendar your prices live on | 20 min |
| 13. Pricing rates and deals | Hourly, daily, packages, discounts | 30 min |
| 14. Availability | Three layers, and which one is closing you | 20 min |
| 15. Waivers | Build one, and choose when it is signed | 20 min |
Day 4: automate
| Step | What you do | Time |
|---|---|---|
| 16. Confirmations and reminders | The two messages worth turning on first | 15 min |
| 17. Put booking on your website | Your link, or the embedded widget | 20 min |
| 18. Take a test booking | Prove the whole chain works | 15 min |
Day 5: go live
| Step | What you do | Time |
|---|---|---|
| 19. Connect Stripe | Connected, verified and paid out are three things | 20 min |
| 20. Go live | What is kept and what is cleared | 10 min |
| 21. Your first real day | Check out, on the water, check in, done | 30 min |
Videos
Step 1 has its video. The rest are being recorded and will appear on their own step pages as they are cut. Every step is written out in full in the meantime, so nothing here waits on a recording.
Related
✅Go-live checklist
⚙️Initial setup reference
👥Training your team
🗄️Switching from another platform