Complete the Trimsy onboarding wizard

Getting started with the onboarding wizard

When you sign up to Trimsy and verify your email, you'll be guided through the Onboarding Setup wizard. You need to complete all five steps before your dashboard unlocks, but you can use placeholder information and update it later.

Step 1: Business details

Enter your salon name, phone number, full address, and country. These details appear on:

• Your public booking page
• Customer confirmation emails and SMS
• Printed receipts

Tip: Your address displays on a Google Maps embed on your booking page. Format it correctly so the map pin shows the right location.

Step 2: Services

Add at least one service. Enter the name, duration, and price — that's all you need right now. You can add categories, photos, buffer times, and intake forms later from Catalog → Services.

Step 3: Opening hours

Set the days and times your salon is open. These hours control which time slots customers see when booking online. Configure location-specific hours, public holidays, and one-off closures later in Settings → Store Hours.

Step 4: Staff

Add at least one staff member and assign them services. Their name and assigned services appear on the booking page when customers select a stylist. Manage wages, commission rates, access levels, and rostering later from Team.

Step 5: Go live

Once you finish, your dashboard unlocks and your booking page is live at your subdomain (e.g. glamour.trimsy.au). You can start taking bookings straight away.

Making changes after setup

The wizard won't appear again. To update information:

• Business details and hours: Settings → General
• Services: Catalog → Services
• Staff: Team → Staff