ServeSlate

Bookings · Getting started

Go-live checklist

You've published. Before the first real customer books, run through this list.

Put the QR code where people will see it

On Publish, the card at the top (Online food menu, Online service list, or Online class list) has your customer link, with View live page, Copy link, and Print for a paper copy of the whole list with the QR at the bottom. Below it you'll find everything you need to get the page in front of people:

  • The QR code card has Open full screen for a tablet or screen, Download PNG for your own flyers, and Print for a sign on the counter or window.
  • Social media images gives you ready-to-post pictures of your page.
  • TV screens has Set up a TV, which opens Devices so you can sign in a TV. TV screens

Check your team can log in

Make sure everyone you invited has opened their email and set a password. Their card on Staff says Invited until they do. If an invite got lost, tap Send invite again.

Do a test booking

  1. 1Grab your own phone and scan the QR like a customer would.
  2. 2Book a service for later today.
  3. 3Check it shows up on Bookings, and on that person's own login.
  4. 4Mark it Done, then check it out with Cash or other.
  5. 5Then cancel it, or close it unpaid, so it doesn't sit in your reports.

Decide how people pay

If customers will pay online, finish Payouts first. Until then, online payments won't start, but cash and anything you record as Cash or other work from day one.

Turn the sound on

The booking calendar can chime when something new comes in. Tap Sound on on the board.

Heads up

Browsers only allow sound after you've tapped the page once, so do it at the start of each shift.