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 opener can unlock in the morning, a closer can 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.

screenshot: the Settings screen, top half

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.