The setup checklist

The setup checklist shows what your business needs before customers can book, and what else is worth doing. It shows your progress, opens each step for you, and can hand the missing parts to the AI setup assistant.

#Open the checklist

• In the sidebar, go to Settings → Setup.
• Or, on Today, click Continue setup in the Setup incomplete banner. The banner counts the required steps only and names the next one.

The checklist is for the owner and Manager roles, because it changes the whole business, payment methods included. Other roles, and team members limited to some locations, resources or their own calendar, don't see it.

If you picked an industry, the top of the page says so, for example Configured for Gym. Fitness starter applied: services, resources and opening hours are set up.

#Required to go live

These four steps make your business bookable. The progress bar counts them, for example 3 of 4 done. Once all four are done, it reads 4 of 4 done. You are live.

A business with two or more locations can give each location's address instead. See Locations.

#Recommended

The steps under Recommended, marked Optional, are not needed to go live, but they protect you and your customers. The line under the heading counts them, for example 5 of 8 done.

Each step has a Set up button, or Review once it is done. Some steps open in a panel on the setup page; the others take you to their own page.

Steps follow your real settings, wherever you change them. If you add a service on the Services page, the Services step turns green without visiting the checklist. If you remove the cancellation window or unpublish your page, the step turns back to not done.

Some industries rename steps. A sports club sees Courts & sessions instead of Services, for example.

If you picked a plan on Nola's pricing page before signing up, finishing setup takes you to Settings → Plan with that plan marked Your choice. Otherwise it takes you to your dashboard.

#Steps that open in a panel

Brand kit. Enter your Website URL and click Analyze my website to pull colours and your logo, or set them by hand. See Business settings and branding.

Industry template. Pick the closest match to add sample services and resources. You can only apply one template. See Industry templates.

Payment methods. Tick how customers can pay: Wallet (top-up credit), Bank transfer (Montonio), Card (Montonio), Card (Stripe), Stebby benefits and Invoice (pay later). Card and bank payments only work once a payment provider is connected. See Payment methods.

Notifications. Choose the Default language for customer messages (English or Estonian), the Email sender name and the SMS sender ID (up to 11 characters). See Notifications and SMS.

Publish. Click Publish business to make your booking page public. After that, the panel shows your booking link, a QR code and an embed snippet. See Publish your booking page.

#Let the AI assistant finish setup

If two or more required steps are still open, Today shows a card titled Let AI finish setting up your business.

1. Click Open assistant. The assistant opens on the setup page.
2. Give it your website, or describe what is missing.
3. Review the proposal. Items marked New or Changed show what will be added or updated.
4. Click Apply these changes.

In this mode the assistant only adds and updates. It never removes services, resources or settings you already have, and it does not publish your page for you. The proposal starts from what you saved:

• Existing services show their saved price, duration and capacity, even if your website lists something else. Only changes you ask for in the chat or make with Edit are applied. New resources the proposal links to an existing service are added to it.
• Your booking rules and email sender name show as saved. They are only changed if you change them in the proposal. A Minimum notice or Book ahead up to limit you never set shows as No limit. To set one, type a number in Edit, even if it is the usual 60 days. Leave the field empty to keep no limit.
• Payment methods and modules are only ever added. Switching one off in the proposal has no effect; turn it off in Settings.
• Tagline: at most 120 characters. A new tagline that is longer shows how long it is and a Use: "…" button with a shorter one, and Shorten the tagline above to continue. until it fits. Nothing cuts it for you. A longer tagline you already saved stays as it is.
• Description: the assistant writes it and customers read it on your booking page, so check it's true. Change it with Edit under Business.
• Plans: the memberships and passes on your website or in your request. The section shows the terms each one gets. Nola never invents a price: a plan with no price (No price yet), or a pack with no number of visits (How many visits?), isn't created, and the last screen names it. Add what's missing with Edit, or later under Products → Plans. A plan whose name you already use is left as it is. If your Nola plan doesn't include plans, they are saved as drafts.
• Resources: new coaches, staff, rooms and courts start on the opening hours in the proposal, weekends included. Rentals, equipment and courses don't. Change anyone's own hours after setup, under Services.

Close it with the X in its header. Dismissing the card on Today hides it in that browser.

#Related

• Create your account
• Services
• Resources and hours
• Booking rules