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 information about your company
c) Click “Save” at the bottom of the page.

Set or edit your company details under settings > company

2. Complete Personal Information

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

i) In the left-hand navigation bar, select “Settings". Go to “Personal Settings”
ii) Fill out information about yourself.
iii) Click “Save” at the bottom of the page.

Set or edit your personal details under settings > personal settings

3. Integrate the tools

After completing these two pages, we’ll set up your integrations. These don’t have to be done now, and can be enabled at any point.

To set them up now:
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

There are many more things you can do under settings like -
a) Set your notification preference
b) Manage your company's operating hours, working & non-working hours
c) Manage your service area via zip code filtration

5. Next Steps

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

You're now all set to create your first booking page. Choose an existing template or create one from scratch/import one. For more details on creating a booking page, please see 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, please see the landing page overview. To embed this booking page on your website, please see 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 by going to either “Bookings” or “Calendar” in the left-hand navigation bar. See Bookings/Scheduling Overview for a more detailed explanation of how these bookings/the 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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