We’re excited to have you on board! This guide will walk you through our simple onboarding process so you can get the most out of your experience right from the start.
You’ll go through two easy sections:
Free Stuff – Discover all the complimentary tools and resources available to you for FREE!
Common Settings – With just 7 simple steps to follow, you’ll be up and running in no time—no guesswork, no confusion.
In this article, we’ll walk you through exactly what to do at each stage so you can hit the ground running with confidence.
What are the Free Stuff?
To get started, go to your dashboard and open up Get your Free Stuff. Items you haven’t started yet will appear in white, those in progress will be shown in yellow, and items that are completed or opted out will be hidden from the list. Completed or opted out item can be found at all time here.
Start by selecting the first available option in the list, called Multi-Channel Inbox.
A dialog will appear, and you'll notice the same consistent format throughout the entire onboarding process. For each slide, you’ll have three options:
Not Interested – This removes the item from your list and opts you out of it completely.
Skip – This skips the item for now, but keeps it visible on your list so you can revisit it later.
Next – This takes you directly to the next step in the onboarding flow.
Once you got through all the Free stuff, go to your dashboard again and open up Setup common settings
What are the 7 steps?
Service Types - Pick the services you offer
Operating Hours - Setup your operating hours
Tax Codes - Setup you tax codes
Customer Portal - Setup your customer portal
Employees - Add your employees
Social Media - Setup your social media
Tips - Setup your tips settings
Start by selecting the first available option in the list, called Service Types.
Once again, a dialog will appear, and you'll notice the same consistent format throughout the entire onboarding process. For each slide, you’ll have three options:
Not Interested – This removes the item from your list and opts you out of it completely.
Skip – This skips the item for now, but keeps it visible on your list so you can revisit it later.
Next – This takes you directly to the next step in the onboarding flow.
Keep following the steps until you reach the end of the onboarding process. Each section is designed to help you get familiar with the key features and settings, so take your time and explore as needed.
Congratulations – you've completed the onboarding! You're now officially ready to start receiving bookings and making the most of everything our platform has to offer. Whether you're just getting started or already have clients lined up, you're set up for success.
You’ll be able to see new bookings 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 MioCommerce platform.
If you ever need help or want to revisit any steps, you can always return to your onboarding by navigating to All-in-1 E-Commerce -> Settings -> Setup. We’re excited to have you with us – here’s to your success!
👉🏻 Want to try out this feature in our simulated environment: Try Live Tour and become an expert today! 😊
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