Ready to rock your business with OskarOS? This turbo-charged guide is your ticket to going live in minutes! We’ve packed everything you need to create your account, add your first bookable item, and start accepting bookings, even if tech isn’t your jam. Let’s make it happen!

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Step 1: Create Your Account

Join the OskarOS family faster than you can say “booked!” It’s as easy as signing up for your favorite app.

  • Action: Head to app.oskaros.com/register.
  • Fill In: Enter your name, email, and a secure password (something strong like “SunnyBookings2025!”).
  • Verify: Check your inbox for a confirmation email from OskarOS. Click the link to activate your account.
  • Result: Boom! You’ll land on your shiny new dashboard, ready to roll.

Checkpoint: Dashboard open? You’re in! If the email’s hiding (check spam/junk), if that doesn’t help, don’t hesitate to reach out to us for help.

Pro Tip: Bookmark https://app.oskaros.com/dashboard for quick access. On mobile? Add it to your home screen for app-like vibes!

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Step 2: Add Your Organization

Make your Booking Page scream you by adding your organizational details. This sets up your brand and keeps things legit (some countries require it). Think of it as hanging your shop’s sign!

  • You’ll be prompted to fill in the basics upon your first login, want to edit it later on: Go to Organization Menu (top left, gear icon) > Settings > Organization Settings.
  • Fill In:
    • Logo: Upload your logo (PNG or JPG, under 1MB) to shine on your Booking Page and emails.
    • Name & Website: Add your business name (e.g., “Sunny Yoga Studio”) and website (optional).
    • Address: Enter your physical address (e.g., “123 Main St”) for bookings or invoicing.
    • Legal Contact: Add a name, email, and optional phone for the responsible person (likely you!).
    • Tax ID: Include if needed for invoices (optional).
    • Reply-To Email: Set where client replies go (e.g., hello@yourbusiness.com).
  • Save: Hit save—your Booking Page updates instantly.

Checkpoint: See your logo in the Organization Menu? Your brand’s taking shape!

Pro Tip: Keep images small for fast loading. Stuck? Book a support session in Personal Menu (top right).

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Step 3: Explore Your Dashboard

Your dashboard is mission control—everything’s here, designed to feel like a breeze. Take a 30-second tour to get comfy!

  • Left Menu (your main hub):
    • MAIN: Daily tools:
      • Dashboard: Quick view of bookings, revenue, and trends.
      • Calendar: Your schedule at a glance.
      • Bookings: Manage appointments.
      • Customers: Store client details.
    • MANAGE: Setup zone:
      • Orders: Track payments.
      • Events: Plan group sessions.
      • Resources: Add staff, spaces, or equipment.
      • Services: Create bookable offerings.
  • Organization Menu (top left): Tweak settings or customize your Booking Page.
  • Personal Menu (top right): Update account, get support, or sign out.
  • Mobile Access: On your phone? Tap the profile icon (top right) for all menus.

Checkpoint: Clicked around the Left Menu? You’re navigating like a champ!

Pro Tip: Try the Calendar in “Day” view for a quick schedule peek. Loving the flow? Share at share your feedback (#) via the Personal Menu (top right).

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Step 4: Add Your First Resource

Resources are the “who” or “what” clients book—like a barber, room, or surfboard. Let’s add one to get rolling!

  • Action: Go to Left Menu > MANAGE > Resources > + Add Resource.
  • Fill In:
    • Name: Something clear (e.g., “Barber Jane” or “Conference Room A”).
    • Type: Choose “Staff” for people or “Object” for spaces/gear.
    • Availability: Set hours (e.g., Mon–Fri, 9 AM–5 PM). Don’t skip this—bookings depend on it!
    • Short Description: Quick intro, (e.g., “Jane, our expert stylist”).
    • Extended Description: Add flair (e.g., “Jane’s been rocking fades for 10 years!”).
  • Save: Your resource is ready!

Checkpoint: Resource added? You’re building the foundation! If it’s not saving, ensure availability is set.

Pro Tip: Add a photo in Resources > Basic Information to make it pop on your Booking Page.

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Step 5: Create Your First Service

Services are what clients book, like a haircut or room rental. If you have started by adding a resource, you will be prompted to create a service automatically by our system. 

  • Action: Go to Left Menu > MANAGE > Services > + Add Service.
  • Fill In:
    • Name: e.g., “Men’s Haircut” or “1-Hour Room Rental.”
    • Duration: Set time (e.g., 30 minutes). For flexibility, enable “Allow clients to choose” later in Booking Duration.
    • Price: Add a price (e.g., $25) or $0 for free services.
    • Linked Resource: Choose your resource (e.g., “Barber Jane”).
    • Short Description: e.g., “Quick trim.”
    • Extended Description: e.g., “A fresh, fast cut to keep you sharp.”
  • Save: Your service is live!

Checkpoint: Service created? Check if it’s showing in Left Menu > MANAGE > Services.

Pro Tip: Start with one service to keep it simple. Add more later.

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Step 6: Create Your First Event (Optional)

Want to offer a group session like a yoga class or workshop? Events have fixed times and limited spots. Let’s set one up!

  • Action: Go to Left Menu > MANAGE > Events > + Add Event.
  • Fill In:
    • Name: Clear and catchy (e.g., “Yoga Flow”).
    • Icon/Image: Pick an icon or upload an image to stand out.
    • Description: Up to 500 characters (e.g., “Beginner yoga, 60 min, bring your mat”).
    • Pricing: Set slots and price (e.g., 20 slots at $15) or $0 for free. For tiers (e.g., “VIP”), toggle Custom Pricing Options.
    • Resource: Select your resource (e.g., “Instructor Anna”). Block others if needed in Blocked Resources.
    • Location: Add an address (e.g., “Studio A”) or Zoom link.
    • Dates: Click + Add Date for one or more dates (up to 100 for recurring events).
    • Payments: Toggle Enable Online Payments for Stripe or set to free.
  • Save: Ensure it’s visible in Left Menu > MANAGE > Events.

Checkpoint: Event added? You’re ready for group bookings! Check visibility if it’s not on your Booking Page.

Pro Tip: Use the Organizer Field in Advanced Settings to personalize (e.g., “Led by Anna”).

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Step 7: Set Up Payments

Get paid smoothly (or offer free bookings). This step sets up payments for your service or event, with offline payments as the default unless you enable online payments.

  • Action: Go to Organization Menu (top left) Settings > Payment & Checkout.
  • Fill In:
    • Online Payments: Click “Connect” to link a Stripe account for credit card payments (optional). Follow the prompts.
    • Offline Payments: Automatically enabled as the default (e.g., cash or bank transfers) when payments are activated without Stripe.
    • Taxes: Add tax rates (e.g., 8% sales tax).
  • Activate Payments:
    • For services: Go to Left Menu > MANAGE > Services > [Service Name] > Payment & Checkout, toggle on payments to enable offline payments by default, or select Stripe for online payments.
    • For events: In Left Menu > MANAGE > Events > [Event Name] > Payment & Checkout, toggle on payments for offline by default or Stripe if connected.
    • For free bookings: Set price to $0 or disable payments in Payment & Checkout.
  • Save: Your payment setup is live!
    Checkpoint: Offline payments enabled or Stripe connected? You’re ready to earn! If Stripe’s tricky, see Stripe Integration.
    Pro Tip: Test a $0 service first to ensure your Booking Page works before adding paid options.

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Step 8: Share Your Booking Page

Your Booking Page is ready to meet the world! Share it to start accepting bookings.

  • Action: Go to Organization Menu (top left) > View Booking Page.
  • Share Options: Click the blue link icon (top right) of navigation bar.
    • Link: Copy the URL and send via email, social media, or text.
    • QR Code: Click the blue link icon (top right) to download a QR code for flyers or posters.
    • Embed: Get HTML code from Share Booking Page > Add to Website for your site.
  • Test It: Click your link to preview as a client.

Checkpoint: Shared your link? You’re LIVE! Try booking as a test client to see the flow.

Pro Tip: Add a “Book Now” button to your site with Popup Widget in Embed Options . No website? The link’s all you need!

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Step 9: Celebrate & Explore

You did it! Your Booking Page is live, and you’re ready for clients. Take a moment to pat yourself on the back—you’re officially an OskarOS pro!

  • Next Steps:
    • Check out Booking Page to customize your page’s look.
    • Dive into Bookings & Scheduling to manage appointments.
  • Share Your Win: Tell us how it went at share your story via the Personal Menu (top right). Your story could inspire others!
  • Need Help?: Reach out to us.

Checkpoint: Feeling the OskarOS magic? You’re set to shine!

Pro Tip: Keep tweaking in Organization Menu (top left) > Customize Booking Page to make your page uniquely yours.

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Avoid These Rookie Mistakes

Let’s keep your launch smooth with these quick tips:

  • Verify Email: Ensure you clicked the confirmation link to access your dashboard.
  • Set Availability: Resources need hours in Schedule & Availability or they won’t be bookable.
  • Link Resources: Services and events must connect to a resource .
  • Check Visibility: Ensure items are visible (eye icon not struck through) in Organization Menu (top left) > Customize Booking Page.
  • Test Your Page: Preview in View Booking Page to catch issues early.

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Explore Use Case Templates for Inspiration

Not sure how to set up resources (like staff or rooms), services (like haircuts), or events/courses (like yoga classes) for your business? Check out our Use Case Templates. These guides show how businesses like yoga studios, coworking spaces, or universities use OskarOS to manage bookings.