Quick Start Guide

Welcome, we're thrilled to have you onboard! Let's get you set up so you can start enjoying the benefits of Aionic. 

Before we get started, make sure you have signed up for a subscription and created an Aionic account, or have been provided with you login details.

To make sure that you're account is working correctly, follow the order of set up activities outlined below.

Step 1 - Add your Company Details

Your company details are used to generate invoices, set up and display logos and favicon on your Aionic site.

1. Go to Settings.
2. Click Company Details.
3. Complete the details and click Save.
   

Find out more on how to add/change your company details.

Step 2 - Add your location/s

Add the location/s of where you offer your services. These location details help your customers select the right venue which will then display the relevant services, and are also displayed on their booking confirmation.

1. Go to Locations.
2. Click Add Location.
3. Complete the details and click Save.

You can update your location hours, this is when your services will be shown as available to your customers. The location hours will default to 8:00AM - 5:00PM. 

Use the edit hours buttons to adjust the time as needed. Once you have set your hours, click Save.

Find out in more detail about locations and how to manage your locations. 

Step 3 - Set up your Stripe account

Our payment provider is Stripe. You will be required to set up a Stripe account and connect it to your Aionic account.

1. Go to Settings.
2. Click Payment Providers.
3. Click Create Stripe Account. 
4. Follow the instructions to complete the creation and connection of your Stripe account.

You will need to have your ABN/company information and bank details handy.

Find out more on how to create your Stripe account.

Step 4 - Add Resources

Before you are able to add your services, you need to set up your associated resources for the relevant services. 

Resources can be spaces/rooms, equipment, people or type of offering. Below are some examples:

1. Go to Services.
2. Select Resources.
3. Add a Resource Category and Resources. 

Find out more about resources and how to manage your resources. You can also read about the relationship between resources, services and sequences. 

Step 5 - Add Service

Services are your offering that is presented to the customer to book online. Services have basic details of what's included, duration, price, custom available hours and can include icons/pictures. 

1. Go to Services.
2. Select Services.
3. Add a Service, complete the relevant details and click Save. 

Find out more about services and how to manage your services.

Step 6 - Add any existing bookings

It's important to add in any existing bookings you have for upcoming dates. This is to ensure that when you publish your site that these days and times can't be booked by someone else. There are three ways this can be done depending on whether you'd like to send email notifications to your customer and volume of bookings. 

Option 1 - Create a new booking using a 100% coupon

• Set up a new coupon that is for 100% discount, with no limit and connected to all services and sequence. (See manage coupons for more details)
• Go to Home, click Add Booking and follow the process to create the booking for the service, date and time for the customer. At checkout enter the 100% coupon code and the customer details, you will need to provide an email and mobile number. Complete the checkout process. (See create a booking for more details)

This will create the booking and send notification to the customer. The customer is able to sign up for an account and their upcoming bookings will display. 

Option 2 - Add a note with time blocking

• Go to Home, click Add Note and complete the details for the date and time for the existing booking. Include the customers name and service in the Title field, and ensure you make a comment about whether or not payment is required in the description and include any other details such as phone number and/or email address. (See Calendar Notes for more details)

This will not create a record of the booking or send the customer a notification.

Option 3 - Bulk upload (recommended for large volumes)

• You can complete a spreadsheet with the details of your existing bookings, contact the Aionic Support Team for more information. 

Step 7 - Publish your site

Once you have completed all previous steps you are able to publish your site so that your customers can start making bookings. 

1. Click the Pending button in the top right hand corner.
2. A pop up box will display and will show whether you have completed all the pre-requisites. 
3. If these are all ticked, click Publish.

Congratulations! You are now live and your customer can start making bookings. 

Don't forget to update any links on your website or social media with the new URL for your booking site.