Getting Started

Everything you need to know about setting up your PodiumIO account

Kritika avatar
Written by Kritika
Updated over a week ago

In this guide we'll walk you through the first steps you need to take to start selling your services and managing your business online using PodiumIO.

Here are 5 steps to follow after registering with us and logging in to your PodiumIO account.

  1. Enter your company information.

  2. Complete your personal details.

  3. Install your other apps through the App Market.

  4. Other Settings

  5. Next Steps

1. Enter Your Company Information

🔰 Click on Guided Product Tour to add your company information on the go!

a) In the left-hand navigation bar, select “Settings.” Go to “Company.”
b) Fill out the your company's information.
c) Click “Save” at the bottom of the page.

2. Complete Your Personal Details

🔰 Click on Guided Product Tour to add your personal information Instantly!

a) In the left-hand navigation bar, select “Settings". Go to “Personal Settings.”
b) Fill out your personal information.
c) Click “Save” at the bottom of the page.

3. Integrate your other Apps through the App Market

You can set up your Apps anytime!

To set them up:
a) In the left-hand navigation bar, go to “App Market.”
b) Install the ones you would like to use.

For more information about this, see the articles:

4. Other Settings

You can do much more under Settings, such as:
a) Set up your notification preferences
b) Manage your company's operating hours, working & non-working hours
c) Manage your service area via zip code filtering.

5. Next Steps

Live Pricing & Booking pages to sell home services online and increase sales

You're now set to create your first booking page. You can choose an existing template, create one from scratch, or import one. For more details on creating a booking page, go to "How can I create a new booking page?"

Once completed, you’ll be able to see all your booking pages on your landing page. For details on what your landing page is, go to the landing page overview. To embed this booking page on your website, go to "How do I install a booking page on my website?"

Once your booking pages are complete, you’re ready to start selling online.

As you start receiving bookings, you’ll be able to see them either on “Bookings” or “Calendar” in the left-hand navigation bar. See Bookings/Scheduling Overview for a detailed explanation of how bookings/calendar fit into the PodiumIO e-commerce platform.

Related Resources 👉

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