Finish setup and starter packs

Getting started

Getting started

Finish setup and starter packs

From sign-up to your first online booking.

The problemA new account has many settings, and it is not clear which ones stand between you and a first booking.

The resultA short checklist shows what is done and what is next, and a template can fill in the basics in one tap.

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Tap a number to read what that part shows.

What you can do

  • See which setup steps are done and which are left, with a progress bar
  • Open the exact screen that fixes each step
  • Start from a template for a beauty salon, barber shop, nail studio or massage and wellness business (from the Service catalog)
  • Preview what a template adds before you add it, and undo it if you change your mind
  • Fill in the legal name, tax ID, address and bank account that appear on invoices
  • Know the moment customers can book online

Who can use it

Owners and Admins can use this.

People with the business settings permission, usually owners and admins.

Ask Heyva AI

  • What do I still need to set up?

  • Is my business ready for online bookings?

  • Add the beauty salon template to my business

Questions

Why does a banner say my invoices are blocked?
A business created through sign-up can only issue invoices once its invoicing details are complete: legal name, address, bank account (IBAN), contact phone, and a tax number when the business must have one. Drafts can still be written. Open Invoicing details at the top of the Finish setup list, complete the missing items, and the banner goes away.
What is on the list, and do I have to finish every step before I take bookings?
The required steps must be done before a customer can complete a booking online; Payments is optional. The rest are extras: your booking page, the area you serve when you visit customers, your logo and colours, your team, a QR-IBAN for Swiss QR-bills, your contact email and website, an invoice prefix, importing your customers, and getting the app. On the list you see right after sign-up and on Home, each item opens a short step over the list that asks only for that item (one field, one choice or one action) and returns you to the list, which then shows the item as done; you never lose your place. On a phone or tablet the list shows your next three items with a Show all button, and Show fewer folds it back (remembered on that device); on a wide screen it opens in full. You can dismiss the ones you do not need.
Which templates are there?
Beauty salon, barber shop, nail studio, and massage and wellness. Each adds categories, services with durations and indicative prices, default opening hours and the short Appointment booking flow.
Will a template overwrite what I already have, and can I undo it?
No. It skips services that already exist, leaves days that already have opening hours alone and keeps a booking flow you have published. You can undo it until one of its services has been booked: undo removes the services and categories it added, and your opening hours and booking flow stay as they are.
Do the prices have to be right?
They are indicative. Review them before you share your booking link.
Why do I see a setup card on Home?
Home shows a Finish setup card until the required steps are done. After that, a smaller reminder can still appear while business details are missing.
For AI agents

Heyva AI and connected assistants can do this with these tools:

  • heyva_get_setup_checklist
  • heyva_setup_health
  • heyva_list_starter_packs
  • heyva_apply_starter_pack
  • heyva_revert_starter_pack

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Last reviewed 2 November 2026