Onboarding Walkthrough
After creating your account, Timeblu guides you through a simple onboarding process to set up your profile and preferences. This ensures you’re ready to start booking sessions right away.
Onboarding Steps
The onboarding wizard consists of five steps:
Welcome & Business Info
On this step, you’ll provide basic information about your business:
- Business Name - The name clients will see (e.g., “Sarah’s Life Coaching”)
- Your Profession - Select from common options or enter your own:
- Life Coach
- Business Coach
- Therapist
- Psychologist
- Counselor
- Consultant
- Personal Trainer
- Nutritionist
- Other (custom)
You can change these settings anytime in Settings > Profile.
Timezone & Locale
Configure your regional settings:
- Timezone - Critical for accurate scheduling (auto-detected but verify)
- Date Format - Choose between:
- MM/DD/YYYY (US format)
- DD/MM/YYYY (European format)
- YYYY-MM-DD (ISO format)
- Time Format - 12-hour (AM/PM) or 24-hour
- Week Starts On - Sunday or Monday
Working Hours
Set your default availability for each day of the week:
- Enable/disable each day
- Set start and end times
- These become your default available hours for booking
Example Schedule:
| Day | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 1:00 PM |
| Saturday | Closed |
| Sunday | Closed |
You can set different working hours for each calendar later if you need more flexibility.
Create Your First Service
A service (also called a session type) represents the types of appointments you offer:
- Name - What clients will see (e.g., “Initial Consultation”)
- Duration - How long the session lasts (30, 45, 60 minutes, etc.)
- Price - Optional; leave blank if you bill separately
- Color - For visual organization on your calendar
Common service examples:
- Initial Consultation (60 min) - Free or discounted
- Regular Session (50 min) - Standard rate
- Extended Session (90 min) - Premium rate
- Quick Check-in (30 min) - Follow-up rate
Review & Complete
Review your settings and make any final adjustments:
- Verify all information is correct
- Click Complete Setup
- You’ll be taken to your dashboard
Skipping Onboarding
If you need to skip the onboarding process:
- Click Skip on any step
- You can complete these settings later in Settings
We recommend completing onboarding to ensure your account is fully configured for scheduling.
After Onboarding
Once you complete onboarding, you’re ready to:
- Add clients - Build your client database
- Create more services - Add additional appointment types
- Book sessions - Start scheduling appointments
- Enable online booking - Let clients book themselves (Pro+)
Updating Your Settings Later
All onboarding settings can be modified at any time:
| Setting | Location |
|---|---|
| Business Name | Settings > Profile |
| Profession | Settings > Profile |
| Timezone | Settings > General |
| Date/Time Format | Settings > General |
| Working Hours | Settings > Calendar or Calendars section |
| Services | Services section |
Need Help?
If you have questions during onboarding, contact our support team for assistance.