Onboarding Wizard

The onboarding wizard walks you through setting up your venue after creating your account — from operating hours and services to branding and going live.

Overview

The onboarding wizard lets you:

• Set your operating hours and configure your weekly schedule
• Build your service menu with AI-generated suggestions or imported services
• Invite team members and assign roles
• Customise your booking page with themes, colours, voice, and branding
• Choose how you accept card payments
• Preview and publish your booking page

The wizard appears automatically after you create your venue. You can close the browser and come back at any time — OpenChair saves your progress and resumes where you left off.

Wizard Steps

The onboarding wizard has up to 7 steps, depending on your venue setup. Some steps are conditional:

Step	Name	Always shown?	Condition
1	Import	Optional	Appears first for new venues; skipped when resuming
2	Hours	Yes	Always
3	Resources	No	Only for wellness and skincare categories
4	Services	Yes	Always
5	Team	No	Only if you chose "team" mode during venue creation
6	Your Brand	Yes	Always
7	Payments	Yes	Always
8	Go Live	Yes	Always (final step)

A progress bar at the top shows "Step X of Y" (excluding the optional import step). You can move forward with "Next" and backward with "Back" at any time.

Step-by-Step Guide

Step 1: Import (Optional)

If you are migrating from another booking platform, you can import your services, hours, and business details by pasting your booking page URL. This step is covered in detail in Importing From Another Platform.

If you prefer to set things up manually, click "Skip, I'll set up manually" to move to the next step.

Step 2: Set Your Operating Hours

The heading reads "When are you open?"

OpenChair starts with a default schedule of Monday to Friday, 9 am to 5 pm (Saturday and Sunday closed). If you imported hours from another platform, you will see a note: "Hours imported from [Platform] — adjust as needed."

1. Review the default schedule shown in the summary card
2. Click "Edit hours" to make changes
3. Toggle individual days on or off
4. Set opening and closing times for each day using the time pickers (available in 30-minute intervals)
5. Use the "Same hours every day" toggle to apply one schedule across all open days
6. Click "Next" when your hours are correct

Step 3: Build Your Service Menu

OpenChair offers two ways to populate your service menu, depending on whether you imported services in Step 1.

If You Imported Services

You will see the heading "Review your imported menu" with a note showing which platform they came from. Your imported services appear as selectable cards. Tick the services you want to keep — you can edit names, durations, and prices by clicking the pencil icon on each service.

If You Did Not Import

OpenChair uses AI to generate a tailored service menu for your industry and location. You will see:

1. "Analysing market rates..." with a progress animation showing:
   • Scanning local competition
   • Calculating market rates
   • Building your menu
2. Once complete, the heading changes to "Start building your menu"
3. AI-generated services appear as selectable cards with suggested names, durations, and prices

If AI generation times out or fails, OpenChair loads a set of common services for your industry category instead, with a note explaining this.

Selecting Services

• Tick or untick individual services to include or exclude them
• Use "Select all" or "Deselect all" at the top of the list
• Each service card shows the service name, duration (in minutes), and price
• Click "Next" when you are happy with your selection

The description below the services reads: "Tick the services you'd like to start with. You can add, edit, or remove any service at any time — nothing goes live until you publish."

Step 4: Invite Your Team (Team Mode Only)

This step only appears if you indicated during venue creation that you manage a team (rather than working solo). The heading reads "Build your team".

1. Enter a team member's email address in the field (placeholder: "colleague@example.com")
2. Choose their role from the dropdown: Staff or Manager
3. Click the plus button to send the invitation
4. The invitation status appears below — a green confirmation for sent invitations or a red error if sending failed

You can invite multiple team members. Each person receives an email with instructions to join your venue.

If you prefer to add team members later, click "Skip for now — add team members later in Settings".

Step 5: Customise Your Brand

This step has three sections:

Choose Your Look

The heading reads "Choose your look" with the description "Sets your colours, fonts, and tone. Pick one that fits [your venue name] — you can tweak everything later."

1. Select a theme preset from the recommended options
2. Click "Browse all styles" to see additional theme presets
3. The selected theme sets your booking page's colours, fonts, and overall visual style

Brand Assets

The heading reads "Brand assets" with the description "These appear on your booking page, confirmation emails, and social previews."

1. Upload your Logo and choose a shape: circle, square, or wide
2. Upload a Cover photo (optional) — this appears as the hero banner on your booking page

A note at the bottom reads: "You can fine-tune your brand assets later in the Storefront Studio."

Choose Your Voice

The heading reads "Choose your voice" with the description "Sets the tone for your booking page, confirmations, and reminders."

1. Select a voice persona from the recommended options
2. Click "Browse all voices" to see all available personas
3. The selected voice determines the tone of your automated messages, booking confirmations, and reminders

Click "Next" when you are happy with your brand settings.

Step 6: Choose Your Payment Method

The heading reads "Accept Payments" with the description "Choose how you'd like to take card payments. You can always change this later."

Select one of the available options:

Option	Description	Availability
Tap to Pay	Use your phone as a card reader — no extra hardware needed	Australia and UK (iPhone and Android); New Zealand (Android only)
Hardware Reader	Connect a countertop card reader for a dedicated payment station	All countries
I'll set this up later	Configure payments from the Payouts page at any time	Always available

After selecting an option, a contextual note appears explaining the next steps:

• Tap to Pay: "After setup, connect your payment account from the Payouts page. Then download the OpenChair app and you'll be ready to accept contactless payments — no extra hardware needed."
• Hardware Reader: "After setup, you'll connect your payment account and order your reader from the Payouts page — usually takes about 5 minutes."
• Skip: "No worries — you can set up card payments any time from the Payouts page."

Click "Next" to continue.

Step 7: Go Live

The heading reads "You're all set!" with a preview of your booking page.

You will see a phone mockup showing a live preview of your storefront with your real services, staff, branding, and theme applied. Below the preview, a note reads: "When you're ready, publish your booking page from the Storefront Studio."

1. Review the preview to check your booking page looks correct
2. Click "Let's go!" to complete the wizard

OpenChair then:

• Publishes your booking page (sets it live at your chosen URL)
• Provisions a dedicated phone number for your venue (used by the AI Concierge)
• Marks your setup as complete
• Redirects you to your dashboard

Resuming the Wizard

If you close your browser or navigate away during the wizard, your progress is saved automatically. When you return:

• OpenChair detects which steps you have completed and resumes from the appropriate step
• A toast notification appears: "Welcome back. Continuing from [Step Name]."
• The import step is skipped when resuming — it only appears on your first visit

Your progress is saved on the server, so you can resume from any device.

Skipping the Wizard

You can exit the onboarding wizard at any point without completing all steps. Your venue will still be created, but:

• Your booking page will not be published until you go live
• Any steps you completed (hours, services, branding) are saved
• You can finish setting up from the relevant pages in the main app (Calendar, Services, Storefront Studio, Payouts)

Troubleshooting

Issue	Solution
AI service generation is taking a long time	The AI analysis can take up to 30 seconds. If it times out, OpenChair loads common services for your industry instead. You can edit these in the next step.
"Service has a price of $0. Please set a price before saving."	Every service needs an explicit price. Edit the service and set a price before continuing.
Cannot click "Let's go!" on the final step	You need at least one active service and at least one contact method (phone, email, or address) configured. Go back and add these.
Wizard shows the wrong step when resuming	OpenChair resumes based on the furthest step you completed. If you see an unexpected step, complete it and click "Next" to advance.
Invitation email was not received by a team member	Ask them to check their spam or junk folder. You can also re-send the invitation from Team in the sidebar after completing the wizard.
Theme or branding does not look right in the preview	The preview on the Go Live step shows your actual booking page. If something looks off, click "Back" to return to the branding step and adjust your theme, logo, or cover photo.

Related Articles

• Creating Your Venue
• Importing From Another Platform
• Managing Services
• Your Storefront

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Last updated: March 2026