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Getting Started

Set up your account so you can start taking & managing bookings with confidence

Eric Plamondon avatar
Written by Eric Plamondon
Updated this week

Welcome! We’re excited to have you on board. Congratulations on taking the first step toward running your bookings, schedule, and day with a lot more clarity—and a lot less back-and-forth.

This guide will walk you through our simple onboarding process so you can get the most out of your experience right from the start.

Getting set up is split into two easy parts:

  • Free tools you can explore right away

  • A short setup flow with just 7 simple steps — you’ll be up and running in no time, with no guesswork

Everything is guided, flexible, and fully editable later.

You can move at your own pace, skip anything that’s not relevant right now, and come back whenever you want.

Free tools you can explore right away (optional, but recommended)

As soon as your account is created, you’ll have access to a set of complimentary tools you can enable right away. These are designed to help customers contact you, book services, and communicate with your team more easily.

What’s included

You may see options such as:

You’re free to explore any of these in any order.

How this section works

To get started:

  1. Go to your Dashboard

  2. Open Get your Free Stuff

  3. Select the first available item in the list

Each step follows the same simple pattern:

  • Not Interested – Opt out of this item completely

  • Skip – Skip it for now and come back later

  • Next – Continue with setup

Completed or opted-out items can be found here at any time.

Start by selecting the first available option in the list, called Multi-Channel Inbox.

Core setup (short, guided, and editable later)

After exploring the free tools, you can move into a short setup flow that covers the essentials needed for bookings and scheduling to work properly.

This part helps your system understand what you offer, when you’re available, and how bookings should behave.

The setup steps include:

  1. Service Types

    Ensures bookings, pricing, and scheduling reflect what you actually offer — without manual handling each time.

  2. Operating Hours

    So customers can only book when you’re actually available, no accidental after-hours.

  3. Tax Codes (if applicable)
    Calculates invoices and payments correctly, without manual adjustments later.

  4. Customer Portal

    Gives your customers self-service access to bookings and invoices, reducing follow-ups.

  5. Employees

    So bookings can be assigned correctly and availability reflects who’s actually working.

  6. Social Media

    Helps customers recognize your business and keeps communication organized.

  7. Tips

    Handles tipping consistently, without awkward conversations or manual tracking.

Each step is guided, quick to complete, and fully editable later

You’re in control the whole way

You don’t need to finish everything in one sitting.

You can:

  • Move at your own pace

  • Skip steps that aren’t relevant yet

  • Return to onboarding anytime from Settings → Setup

Once setup is complete, you’re ready to start receiving bookings and managing your schedule with confidence.

What should I set up next?

Most growing businesses next focus on:

  1. Creating and adding a Live Pricing & Real-Time Booking Page (to accept bookings online)

  2. Setting real-time availability (so customers only book when you’re available)

  3. Automating reminders and notifications (to reduce no-shows)

  4. Reviewing payments and invoices (to ensure billing is set up correctly)

If you want help setting this up correctly, you can book time with a MioCommerce expert to get everything ready faster.

Quick answers to common next questions

  1. How do I start getting online bookings?

To accept online bookings, you’ll need to set up a Live Pricing and Real-Time Booking page. Your booking page is what customers actually interact with. It’s where they:

  • Choose services

  • See pricing

  • Select a date and time

  • Add extras

  • Pay and confirm

This turns your website into a 24/7 booking channel. Once it’s set up, customers can book your services online without back-and-forth.

If this is your first time setting things up, you don’t have to figure it out alone.

Many businesses choose to book a live setup call with a MioCommerce expert to:

  • Set up Live Pricing and Real-Time Booking page correctly

  • Configure pricing the way they actually sell

  • Make sure everything is ready before sharing the link

2. Where do new bookings show up?

All scheduled bookings appear on your Calendar and Bookings list.

This is where you’ll:

  • See upcoming jobs

  • Make changes or reschedule

  • Track your daily workload

Learn more: Bookings & Scheduling Overview

3. What happens when a customer books online?

When a customer completes a booking through your booking page:

  • The booking is added to your account

  • Admin users are notified immediately (based on notification settings)

  • The booking appears on your Calendar (if it includes a date and time)

  • A service provider may be assigned automatically, depending on your dispatching rules

  • Confirmation and reminder notifications are queued based on your booking page settings

  • If you have integrated Stripe (payment processor), you will see a payment transaction (either a pre-auth or charge)

From there, the booking can be viewed and managed from both the Calendar and the Booking Profile.

4. Can I still add bookings manually?

Yes. You can create internal (call-in) bookings at any time for:

  • Phone requests

  • Repeat customers

  • On-site or manual scheduling

Learn more: How to create an internal booking

Need assistance?

If you’d like guidance while setting things up - you can book time with a MioCommerce expert

Or,

👉 Explore the platform in our simulated environment
Practice setup and bookings without affecting live data - Try Live Tour

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