Launch your first branch
Follow these steps as an organisation administrator. You can stop after any step and come back to this checklist. If your workspace is already configured, go straight to daily operations.
| Step | What to do | You are ready when… |
|---|---|---|
| 1 | Create your workspace | Your email is verified and your workspace is active on its 14-day trial. |
| 2 | Create your service catalogue | At least one active service has a code and a default duration. |
| 3 | Create your first branch | Services, working hours, and service windows are configured. |
| 4 | Invite and assign your team | An operator has a window, language, and service assignment. |
| 5 | Configure visit reasons | Operators can tag completed visits. |
| 6 | Go live | Readiness is checked, the display is paired, and the entrance kiosk is paired and locked down. |
Check the first visit
- During branch working hours, scan the entrance QR and join a service.
- Open the operator console with an operator assigned to that service.
- Call the ticket, confirm Customer Arrived, select a visit reason, and complete it.
- Check that the client's ticket page reflects the completed visit.