FreeSince v1.0.0

The setup wizard

The first time you open Schedopia it runs a short wizard. It collects the minimum needed to take a booking — your business details, one service, one staff member, and your opening hours — so you finish with a working booking flow rather than an empty admin.

Updated October 29, 2026. Applies to Schedopia 1.5.3.

The Schedopia setup wizard's welcome step, listing its seven steps: Welcome, Booking type, Business profile, Availability, Services, Your team and Go live
The wizard runs automatically the first time you open Schedopia.

What it asks for

For appointments, after choosing the booking type:

  1. Your business
    Name, contact email, phone, address, timezone and currency. The timezone matters most — every booking time is interpreted against it, and it is your WordPress site timezone, so setting it here sets it for the whole site. The currency is used for all prices and totals.
  2. Your opening hours
    The days and times your business is open. These become the business default hours; individual staff can override them later on the Scheduling screen.
  3. Your first service
    What you sell, how long it takes, and what it costs. You can add the rest later on the Services screen.
  4. Your team
    You are already on it as the account owner, and choose how customers see your name; add anyone else who performs services. Even a one-person business needs one staff record — availability is calculated per staff member, so bookings need someone to attach to.
  5. Go live
    Offers Create a booking page for me, which makes a page with the booking form on it.

Appointments or events?

The first real question is what you take bookings for. Appointments — a service with a staff member at a time — leads to services, staff and opening hours. Events & seats — dated sessions where people reserve specific seats — leads to your venue, a hall and your first event instead. Nothing is locked in: you can switch, or run both, any time under Settings.

Skipping and re-running it

Exit setup works from any step and leaves a working start: if they are missing, it adds an owner staff record and Monday to Friday, 9 to 6, as business hours. Then configure the rest directly from the admin screens — nothing the wizard does is exclusive to it. Once completed or exited, it does not run again on its own, and Schedopia opens on the dashboard from then on. To go through it again, use Run setup again under Settings → Business info; it keeps what you already have.

After the wizard

If you skipped Create a booking page for me, the one remaining step is putting the form on your site. Create a page, add the [schedopia_booking] shortcode, and publish — see Adding the booking form.

If you already have services and staff

The wizard is additive: anything you create in it is a normal service or staff record you can edit or delete afterward. If you would rather set everything up by hand, work through the screens in this order:

  1. Settings → Business info — timezone and currency first, since everything else depends on them
  2. Services — and categories, if you want the form’s category filter
  3. Staff — and assign each staff member to the services they perform
  4. Scheduling — opening hours, then any per-staff overrides