Onboarding checklist

Follow this checklist to optimally set up your Clienta account.

The checklist

1. Account ✓

  • [x] Account created
  • [x] Email confirmed
  • [x] Logged in

2. Services

  • [ ] At least 1 service added
  • [ ] Duration set
  • [ ] Price added (optional)

3. Availability

  • [ ] Opening hours set
  • [ ] Breaks added (optional)
  • [ ] Days off marked

4. Profile

  • [ ] Business name confirmed
  • [ ] Address added
  • [ ] Contact info filled in

5. Branding

  • [ ] Logo uploaded
  • [ ] Cover photo added (optional)
  • [ ] Colors selected (optional)

6. Test

  • [ ] Booking page viewed
  • [ ] Test booking made
  • [ ] Confirmation email checked

7. Share

  • [ ] Link copied
  • [ ] Link added to Instagram
  • [ ] Widget on website (optional)

Progress

You'll see your progress in the dashboard. Complete all steps for the best results!

Need help?

  • Help Center - You're here!
  • Email - support@clienta.nl
  • WhatsApp - +31 6 85829635