Getting Started - Part 1: Setting up your Business

What's in this article:

This article describes how to set up your MassageBook account.

Below is a quick overview of the essential steps you need to complete to start accepting clients and managing your business using MassageBook. We've also included a detailed explanation of each step for easy reference:

1. Complete Business Setup
2. Fill out Personal Section
3. Add Availability Hours
4. Enable Credit Card Processing
5. Activate Online Booking Rules to “Go Live” 

Bonus steps: Upload Client List, Invite Staff, Integrate External Website.

Bonus steps: Downloading our Mobile App and getting access to your Support Team.

1. Complete Business Setup 

This one minute video walks you through the steps you need to take to complete your Business Setup by navigating to the Setup area and filling out Business Details, About, and Services and Products sections.
 

For more information on how to complete Business Setup, visit our Help Center:

Completing Business Setup

2. Fill out Personal Section 

After completing the business setup, you want to take a moment to fill out your personal information. Navigate to the “Personal” area of your account, select "Listing" and add a few words about yourself. 

• Under My Details, you can specify your personal information and address. 
• In the About section you can write a personal Tagline, add a Bio and upload a Professional Photo.
• Next, you can fill the Licenses & Education page, with information about your state issued license, educational background and NPI number.
• Places of Work is completed by default, unless you want to add multiple companies you work for.

For more information on how to complete Personal Section, visit our Help Center:

Completing Personal Listing

3. Add Availability Hours 

Now that you've completed your business setup, including your service menu and added your personal information, it's time to add your Availability Hours. In this video we will focus on Recurring Availability. 
 

For more information on how to set up Availability Hours, visit our Help Center:

Understanding the Types of Availability

Adding Recurring Availability

Adding One-Off Availability

Out-Call Settings Overview

4. Enable Credit Card Processing

Connecting a Credit Card Processing platform allows you to easily accept payments, and perform several operations that will be important for your day to day business, including:

• Taking online Payments through your MassageBook website.
• Accepting in-person Payments through your MassageBook account and our Mobile App.
• Activating Pre-Payment and Card-on-File requirements to protect your business from No-Shows.
• Selling Gift Certificates and running Promotions.
• Enrolling your clients in monthly Membership Plans.

Navigate to Settings and Credit Card Payments section, where you can select from the two available options: 

• MassageBook Pay (powered by Stripe) 
• Square

For more information on how to connecting Credit Card Payments, visit our Help Center:

Benefits of using MassageBook for Payments

Help Center: Credit Card Processing

5. Activate Online Booking Rules to “Go Live” 

Once you've added your Availability Hours you are ready to "Go Live". Navigate to Settings and Online Booking Rules area, where you can select from various booking options.
 

For more information on how to activate various Online Booking Rules, visit our Help Center:

Understanding Booking Rules

Activating and Adjusting Online Booking Rules

How Minimize Gaps Works (Video)

How Make Me Look Busy Works (Video)

Optional Steps:
 

Upload Client List: If you'd like learn how to upload an existing Client List, click here.

Invite Staff Members: If you'd like learn how to invite Staff Members to join your business, click here.

Integrate External Website: If you'd like learn how to integrate an existing website, click here.

Download "MassageBook Manager" Mobile App: 

Take your Business on the go with the mobile app! Download MassageBook Manager for free from the App Store or Google Play.

To learn more about MassageBook Mobile, click here. 

Download the app:

        

Get access to your Support Team: