The first time you sign in without an invitation, Otpho walks you through setting up your business. It takes a few minutes, and you can change everything later.
Create your business
- On Set up your business, enter your Business name. Customers see this name.
- Enter Your name, first and last.
- Check the Time zone. It starts with your phone's. Tap it to choose another.
- Tap Create business. You become the business's owner.
Answer two questions
On How do you work?, choose:
- How many locations? One, or More than one. With more than one, you add the first office now and the rest later.
- Who takes appointments? Just me, Me and my team, or My team, not me.
Tap Continue. If you tap Skip for now, Otpho shows a checklist, Get ready to take bookings, and you can pick up each step from there.
Add your office
- On Where are you?, enter the street, city, state, and ZIP. Customers see the address on your booking page.
- If you have more than one location, give this office a name.
- Tap Continue, or Skip the address to add it later.
Set your opening hours
On When are you open?, the week starts as Monday to Friday, 9 to 5.
- Tap a row to change its days and times, or tap Add hours.
- Choose the days, then set Opens and Closes. Tap Add a break if you close for lunch.
- Tap Done, then Continue.
Customers can only book inside these hours.
Add your services
- On What can people book?, enter a Service name.
- Choose how long it takes, or tap Other to enter the minutes.
- Tap Add service. Add as many as you like, then tap Continue. If you chose Just me, tap Finish instead.
Add who takes appointments
On Who takes appointments?, tap Add a person and enter their first and last name. A title is optional; customers see it when they choose who to book with. Tap Finish.
Everyone starts on the office hours and every service. You can change that for each person in Team. To let someone sign in, invite them later from Team or from People and access in Settings.
When you see Ready for bookings, tap Go to Today.