Setup Checklist/ Completing Your Account Setup

Add team members to your Resova account and manage their roles and permissions.

Tip: Use this option to restrict access to specific areas for different team members.

Need help adding your team to Resova? Check out our guide on Inviting Team Members

Configure essential details such as your business information, locale, visitor settings, and taxes/fees.

Clicking this card navigates to the General Settings section to finalize your foundational setup.

Reference our General Settings articles for more information.

Integrate an online payment gateway or set up POS payment methods to process customer transactions.

Clicking the card opens the Online Payments settings for seamless configuration.

Learn how to integrate payment gateways in Managing Payment Options

Add listings to your inventory, set capacities, assign pricing, and schedule availability.

This card redirects to the Items section under Inventory to begin adding services or experiences.

Learn how to configure pricing, capacities, and schedules in Create Items

Tailor your booking site’s appearance by adjusting layouts, colors, and content to reflect your brand.

Clicking the card takes you to Booking Site Settings, where you can personalize the customer experience.

Get your booking site ready with our guides on Booking Site Settings

Set up and customize email settings, including the sender address, appearance, and content formatting.

This card leads to Emails & Messaging for full control of your email communications.

Make your emails match your brand with our guide on Email Settings

Activate your booking site so it’s live and ready to accept reservations from customers.

Use this card to directly access the Publish Booking Site option in the settings.

Activate your booking site and start taking bookings by visiting Booking Site Settings

Enable marketing features, such as discount codes, to attract customers and boost sales.

Clicking this card navigates to the Marketing section to set up promotions and offers.

Set up discount codes and marketing features with our guides on Marketing

Resova offers a step-by-step guide to ensure a seamless onboarding process. Follow the checklist below to complete your account setup and start managing your bookings effectively.