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Getting StartedOnboarding Walkthrough

Onboarding Walkthrough

When you sign up for Timeblu, the onboarding wizard guides you through setting up your business and calendar. All information is collected before your account is created - nothing is saved until the final step.

Email & Password Flow (5 Steps)

Let’s Get Started

Provide your email address, your business name and what kind of business it is:

  • Email - The address you’ll use to sign in
  • Business Name - The name clients will see (e.g., “Sarah’s Life Coaching”)
  • Type of business - Pick the closest one (hair salon, barbershop, beauty & nails, physiotherapy, health & clinics, psychology & therapy, wellness & massage, personal training, coaching & consulting) or Other. Timeblu uses it to suggest services in step 3

Timeblu checks if your email is already registered and suggests corrections for common typos.

Create Your Calendar

Create your first calendar and configure your working hours:

  • Calendar Name - Give it a descriptive name (defaults to “Main Calendar”)
  • Color - Pick a color for visual organization
  • Working Hours - Set your availability for each day of the week:
    • Toggle each day on or off
    • Set one or more time ranges per day (e.g., 9:00–12:00 and 14:00–18:00)
    • Use Copy to weekdays to quickly apply Monday’s hours to Tuesday–Friday

Example Schedule:

DayHours
Monday9:00 AM – 12:00 PM, 2:00 PM – 6:00 PM
Tuesday9:00 AM – 12:00 PM, 2:00 PM – 6:00 PM
Wednesday9:00 AM – 12:00 PM, 2:00 PM – 6:00 PM
Thursday9:00 AM – 12:00 PM, 2:00 PM – 6:00 PM
Friday9:00 AM – 1:00 PM
SaturdayClosed
SundayClosed

You can change your working hours later by editing the calendar in Settings > Calendar.

Add Your First Service

A service represents a type of appointment you offer. Timeblu suggests three typical services for your type of business: tap one to fill in the name, duration and price, then adjust anything you like - or ignore them and type your own.

  • Name - What clients will see (e.g., “Initial Consultation”)
  • Duration - Choose from presets (30, 45, 60, 90, or 120 minutes) or enter a custom duration (5–480 minutes)
  • Price - Set a price or leave at 0 for free sessions

Pick a unique username for your public booking page:

  • Your booking URL will be booking.timeblu.com/your-username
  • Timeblu checks availability in real time as you type
  • If your preferred name is taken, up to 3 alternative suggestions are shown

Username requirements:

  • 3–30 characters
  • Lowercase letters, numbers, hyphens, and underscores
  • Must start and end with a letter or number

Secure Your Account

Create a password (minimum 8 characters) and accept the Terms of Service, Data Processing Agreement (DPA), and Privacy Policy.

After this step, your account is created and a verification email is sent. Click the link in the email to activate your account and access the dashboard.

Google Sign-Up Flow (4 Steps)

If you sign up with Google, the flow is shorter:

Complete Your Profile

Your email is pre-filled from your Google account (read-only). Just enter your Business Name and pick your type of business.

Create Your Calendar

Same as the email flow - set up your calendar name, color, and working hours.

Add Your First Service

Same as the email flow - define your first appointment type.

Same as the email flow - pick your username. You’ll also accept the Terms of Service, DPA, and Privacy Policy on this step.

After completing this step, you’re taken directly to your dashboard - no email verification needed.

Your First Steps in the Dashboard

The first time you open the dashboard you’ll find two things waiting for you.

The “Getting started” checklist

A small Getting started button sits at the bottom left of every page. It opens a list of five quick steps, and shows how many you have completed:

StepWhat it does
Bring your dataOpens the import wizard to bring your clients, services and appointments from another tool. Starting from scratch? Choose I’m starting from scratch and the step is done
Create your first appointmentOpens the new appointment form in your calendar
See your booking pageOpens your public booking page in a new tab, exactly as your clients see it
Share your booking linkCopies your booking link so you can paste it on Instagram, WhatsApp or your Google profile. Embed in your website opens the code generator that puts the booking steps inside your own website
Add your logoTakes you to Booking Setup > Booking page, where you upload it (available on every plan)

Only the next step is unfolded; click any other title to open it. Steps tick themselves off when the work is done, wherever you do it: a booking made by a client counts as your first appointment, imported appointments count too, and a logo uploaded from Booking Setup counts too.

You can minimize the list at any time and come back to it later. When you no longer need it, choose Don’t show this again - or simply finish the five steps and close it.

The example appointment

While your calendar is still empty it shows one dashed Example appointment today, so you can see what a booking looks like. It isn’t a real appointment: it is never sent to anyone and doesn’t appear in your reports. Click it to create your first real appointment in that slot. It disappears as soon as your calendar has one.

The checklist and the example only appear on new accounts, and only for the account owner. Team members and the front desk device never see them.

After Onboarding

Once you complete onboarding, you’re ready to:

  1. Add clients - Build your client database
  2. Create more services - Add additional appointment types
  3. Book sessions - Start scheduling appointments
  4. Enable online booking - Let clients book themselves

Updating Your Settings Later

All onboarding settings can be modified at any time:

SettingLocation
Business NameSettings > Profile
Booking LinkMore > Booking Setup
Working HoursSettings > Calendar > My Calendars (calendar’s pencil icon)
ServicesMore > Services
PasswordSettings > Security

Need Help?

If you have questions during onboarding, contact our support team for assistance.

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