First-run setup
Three steps take you from a fresh install to a schedulable team.
1. Set your studio basics
Schedules → Settings (every field is documented in the settings reference):
- Day window — the earliest and latest schedulable times (default 10:30–21:30). The availability painter and the schedule builder both span exactly this window.
- Granularity — the grid step for painting and scheduling: 15 or 30 minutes (default 15).
- Week starts on — the weekday your schedule weeks begin (Monday by default). Best decided now: stored weeks are keyed to their first day, so once you have real schedules or painted availability, changing it means deleting them. You are never stuck with it — Settings will offer the change and list exactly what would be lost first — but it is far cheaper to get right before you start. The example data that ships with a fresh install does not count: it is simply laid out again on the new week start.
- Active days — which weekdays your studio operates.
- Roles — one per line. Your staff have roles: an
openercan unlock in the morning, aclosercan close at night. A shift can be marked as needing a role, and then only staff who hold it are eligible. A shift with no role is open to anyone. - Event catalogue — the event types the builder can place (party, class, …).
There is no timezone here on purpose — the schedule uses your site's own, at Settings → General → Timezone in WordPress. It's worth confirming that one is right before you publish anything, because it decides the times in calendar feeds and the POS integration.
2. Add your staff
Schedules → Staff users — name, email, roles. Each person is emailed a temporary password and must change it on first login. Full details in Managing staff.
3. Point staff at the portal
Staff log in at yoursite.com/staff — bookmark-worthy, works on phones. From there they
paint availability and everything else in the
staff portal guide.
Next: understand the weekly rhythm, then build your first week in the builder.