Confirm your setup and activate the location

Confirm your setup and activate the location

The “Welcome to Terminz” page (/manager/onboarding) shows you once everything Terminz set up for your location during registration. You check it, fill in what is missing, and tap Confirm & start. Only after that is the location activated.

You do not have to look for the page in the menu. As long as the setup is not confirmed, the dashboard sends you here automatically after you sign in. The pages where you can add what is missing are exempt: Services, Staff, Resources, Opening hours and Website. While you are on one of them, you stay there. As soon as you go to the dashboard or another page, you land on the welcome page again.

What is on the page

The page consists of cards, each with an Edit button that opens a form. In the form you save with the button there, and the card then shows the new state.

• Business information: name, email, website, URL identifier, time zone, currency, languages, amenities and payment methods.
• Organization & legal: the organization's name and legal name, legal structure, email, phone, website, plus the VAT ID, the tax number, the trade register number and the bank details (IBAN, BIC/SWIFT, bank). Check these carefully.
• Services: your services with price and category. The note “{done} of {total} bookable” counts how many of them can be booked online. Only an active service with an assigned resource is bookable online. Adding or editing a service needs at least one resource; without one it says “Create a resource first”.
• Staff: who is already set up, whether the person has an email address and whether their access is active. Staff only receive an email when you tap Send invitation here.
• Address & contact: the location's address and phone numbers.
• Opening hours: the times for each weekday or “Closed”.
• System features: whether online appointment booking, time tracking and the till are switched on.
• Resources: rooms or equipment a service needs.
• Public page: whether a public page exists yet. Open in studio takes you to the page editor.

Below the cards a note says: “You can change all of these details later in Settings.” Nothing here is final.

Confirming

A bar sticks to the bottom. On the left it shows the state “Before you start”: Ready to go or Not ready yet.

1. Check the cards and change what is wrong.
2. Create at least one active service and enter opening hours.
3. Tap Confirm & start.

Terminz says “Your business setup has been confirmed.”, activates the location and opens the dashboard. Staff are not required; you can run the location alone.

Cancel takes you to the dashboard, which sends you back to this page until you have confirmed.

What is refused

• If an active service or the opening hours are still missing, nothing happens except the message “Please complete the setup first: at least one service, opening hours.” Before that, the bar shows “Not ready yet”.
• Without the permission “Change Business Settings”, Terminz does not confirm.
• A location whose setup is already confirmed no longer opens the page but forwards to the dashboard.

Frequently asked questions

I cannot reach the dashboard; it keeps jumping back to “Welcome to Terminz”. The setup is not confirmed yet. Add a service and opening hours and tap Confirm & start.

Do I need staff to start? No. Only an active service and opening hours.

Can I change the legal structure or bank details later? Yes, in Settings.