Business Setup Checklist

Written By Harriet Punshon

Before you can start using Pointa properly, check that:

  • Business details are saved.

  • Branch details are correct, or intentionally left blank to use business defaults.

  • Appointment book defaults are set wide enough for normal rostered hours.

  • Staff have been added. See the Staff setup section.

  • Products and services have been added. See the Products & Services setup section.

  • Payment types have been created.

  • At least one register exists.

  • Payment types are enabled on the register.

Feeling like you are ready to dive in further? Check out our Help Centre for more guides on using Pointa.

Harriet Punshon
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