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. Integrate with other apps.

  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.

Set or edit your company details under settings > company

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.

Set or edit your personal details under settings > personal settings

3. Integrate With Other Apps

After completing the two first steps, we’ll set up your integrations. You don’t have to do it now, since you can enable them anytime.

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

Detailed Articles -
Google Analytics Overview | Google Calendar Overview

Integrate Google analytics, calendar and stripe under main left menu > integrations

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 👉

How can I add other administrators/ Service Providers?

How to add a Customer?

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