Set up your business workspace

Business signup is currently available from Australia, New Zealand, the United States, Canada, the United Kingdom, Singapore, India, and Nepal. Sign up from one of these countries, confirm your email, create the business, and check that the workspace timezone and contact details are correct. If signup is blocked while you are travelling or using a VPN, retry from a supported-country connection or contact Schedmo support.

Select the Setup progress chip in the top bar to open the guided checklist. It stays visible to owners and managers until every setup milestone is complete.

Review your booking page: confirm the business details, client contact information, branding, and client-facing introduction.

Review the starter booking records. A new workspace includes an editable Consultation service, a bookable owner, a service assignment, and Monday-to-Friday 9am–5pm hours so you can start without building an advanced roster.

Confirm who clients can book and connect every online service to at least one bookable team member with working hours. Rotations, recurring unavailable time, and special dates are optional refinements.

Set up the client portal under Settings: choose whether clients can access appointments and whether your policy allows online cancellation or rescheduling.

Create a real or test appointment from Calendar. Completing the booking flow verifies that services, clients, team availability, and the calendar work together; cancel the test appointment afterwards if it is not needed.

Choose how clients pay. Save Pay in person to finish this milestone without Stripe, or choose online payments and complete Stripe verification, charges, payouts, and the customer online-payments setting.

If you selected a data migration during onboarding, review completed import results and reconcile them before inviting clients to book.

Review online booking, open the public page as a client, and copy the booking links you want to share. Turning online booking off keeps the page available but asks clients to contact the business instead of choosing a time.

When all milestones are complete, the top-bar chip disappears automatically. Reopen the completed checklist whenever needed from Support, then Setup guide.