Quick-start guide

Get up and running in about 30 minutes. This is the fast path; each step links to the full chapter for detail.

Who this is for: the business owner setting up for the first time. You'll be the Owner (full access).

Step 1, Create your business (5 min)

1. Go to the HappierBiz home page → Start free trial.
2. Enter your business name (and adjust the web address it suggests).
3. Enter your email and a password, this is your Owner account.
4. Pick your business type (café, salon, gym, clinic, trades, venue…). → Getting started

No credit card needed, your free trial starts now.

Step 2, Make it yours (5 min)

1. Go to Settings → General.
2. Add your logo and brand colours.
3. Check the wording (what you call a booking and the people in it).
4. Confirm your opening hours, timezone, and (if you bill) ABN/GST. → Administrator guide

Step 3, Turn on the tools you need (3 min)

1. Settings → Modules.
2. Switch on only the modules you'll use. Your business type pre-selected sensible ones, add or remove freely.
3. Anything greyed out isn't in your plan, see Plan & billing. → Introduction › key concepts

Step 4, Set up what customers can book (5 min)

1. Bookings → Services → Add.
2. Pick the type (appointment, class, group, event, rental).
3. Set the price, duration, capacity, and a deposit if you take one.
4. Add what it uses (a staff member, a room) in Bookings, under Staff, spaces & equipment.
5. Mark it Live. → Bookings

Step 5, Get paid (5 min)

1. Open Finance → Money owed. No Stripe account yet? Press Create a Stripe account and sign up on Stripe's website (free, with your ABN, bank account and photo ID). Then press Connect my Stripe and approve, so card payments go through your own Stripe account to your bank. Enter bank/ID details on Stripe's pages only.
2. If you invoice, add your business/tax details in Settings and try Invoicing. → Payments · Invoicing

Step 6, Add your team (3 min)

1. Team → Staff list → add staff and set each person's role.
2. Adjust what each role can do in Roles & permissions if needed. → User roles & permissions

Step 7, Take your first booking (2 min)

1. Open Bookings → Bookings and choose New booking (or share your public booking page link).
2. Watch it appear on the Dashboard and Calendar. → Calendar

Day-one checklist

The dashboard's "Finish setting up" card tracks these automatically:

• Timezone confirmed
• Business & tax details added (if invoicing or taking payments)
• How you get paid chosen (if taking payments)
• Opening hours set
• Logo & brand colours added
• Team invited (not shown to a one-person business)
• At least one service set up and Live
• Safety & cleaning checks set up (if using safety)
• First booking taken

Anything that does not apply to you can be skipped on the card, and put back later.

Where to go next

• New to the layout? Read The dashboard & navigation.
• Stuck? Ask the AI assistant ("how do I…") or see the Troubleshooting guide.
• Training your team? See Release notes & training.