Finish Business Setup

When To Use This#

Use this page when you are ready to review your first-time setup progress and finish the setup checklist. The final setup review helps you confirm which setup areas are complete, skipped, or still not started.

Before You Start#

• Complete or intentionally skip the earlier setup areas first.
• Review your business profile, services, rooms or fields, hours, branding, and team invites before finishing. (The setup visual-style picker is currently paused.)
• Any details about migration, billing, trials, and support depend on your business's own policy, so confirm those before telling staff or customers what happens after setup.

Setup Summary#

The final setup review shows the setup areas and their current status. Check whether each area is complete, skipped, or not started before finishing setup.

If a skipped item matters for launch, open the focused setup page and complete that item before finishing. A skipped setup item is not approved for your business unless you have intentionally accepted it.

Migration Source#

The setup review may ask whether you are migrating from another system, spreadsheets, or starting fresh. Choose the option that matches your situation.

Migration help, timing, cleanup, and data coverage depend on your business's arrangements, so they aren't guaranteed here. Save any migration questions for the migration support process.

After Setup Is Finished#

After setup is finished, you move into the main business app. Review the Dashboard, Settings, staff access, services, hours, customer onboarding, and billing areas before treating your business as ready for customers.

When Setup Cannot Be Finished#

• Finishing requires at least one active room or field (property area); if finishing is blocked, complete the Rooms and Fields setup area first.
• If the summary is unavailable, refresh and confirm setup status before finishing.
• If finishing fails, retry once after the visible error clears.
• If a skipped setup item is blocking launch, complete that item in its focused setup page first.
• If the next step involves billing, migration, or customer communication, follow your business's own guidance before sending instructions.