Quick Start Guide

Get your EstheticSense account up and running in just a few minutes. Follow this step-by-step guide to configure your business and start managing appointments.

Step 1: Complete Your Business Profile

The first step is to set up your business information. This helps personalize your account and ensures your clients see accurate information.

1. Navigate to Settings → Business Settings
2. Enter your business name and contact information
3. Add your business hours and time zone
4. Upload your logo (recommended size: 200x200px)
5. Click Save Changes

Step 2: Add Your Services

Next, you’ll want to add the services you offer. This is what clients will see when booking appointments.

1. Go to Services → Service Catalog
2. Click Add New Service
3. Enter the service details:
   • Service name (e.g., “Classic Facial”)
   • Duration (e.g., 60 minutes)
   • Price
   • Description (optional but recommended)
4. Repeat for all your services

Creating Service Categories

Organize your services into categories to make them easier for clients to browse:

• Facials: Classic, Deep Cleansing, Anti-Aging
• Body Treatments: Massage, Body Wraps, Scrubs
• Advanced Treatments: Microneedling, Chemical Peels

Step 3: Configure Appointment Settings

Set up your appointment preferences to match how you like to work:

1. Navigate to Settings → Appointment Settings
2. Set your booking preferences:
   • Minimum advance notice (e.g., 2 hours)
   • Maximum advance booking (e.g., 30 days)
   • Buffer time between appointments
3. Configure cancellation policy
4. Enable appointment reminders

Step 4: Set Up Your Availability

Define when you’re available for appointments:

1. Go to Settings → Staff & Schedule
2. Click on your profile
3. Set your regular weekly schedule
4. Add any recurring breaks (lunch, etc.)
5. Block out any upcoming time off

Step 5: Invite Your First Client

Now you’re ready to start booking appointments! Here’s how to add your first client:

1. Click Clients → Add New Client
2. Enter their contact information
3. Save the client profile
4. Click Book Appointment from their profile
5. Select a service, date, and time
6. Confirm the booking

Step 6: Enable Online Booking (Optional)

Allow clients to book appointments directly from your website or social media:

1. Go to Settings → Online Booking
2. Enable online booking
3. Customize your booking page appearance
4. Copy your booking link
5. Share it on your website, social media, or email signature

What’s Next?

Congratulations! You’ve completed the basic setup. Here are some recommended next steps: