Onboarding a new business

The situation: the owner of a beauty studio has never used Talemo and wants the online admin to answer clients in Instagram. Payment, the Meta window, the online admin's rights and its mode are done by a person on the web. The rest can also be done by the assistant or by a program with a business key, after the person has seen the change.

1. Sign-up

The person arrives from the landing page or from a link in an Instagram chat, sees Opening Talemo and the cookie question, and signs up with an email and a password, with Google or with Apple (see Arriving). The product works the same whichever answer the cookie banner gets.

2. Organisation, payment and the business

Create a business has three steps (see Creating a business).

1. Organization: how the person works and the name for invoices. The organisation pays for Talemo, and the business belongs to it.
2. Payment: the first top-up is $10, there is no subscription, and the business opens from the organisation's balance. Without a payment the organisation stays and no business appears.
3. Your business: Name, First branch with its Time zone and Currency of prices, What you do (here Beauty) and Where we start, the Client booking kit.

Create business makes the business, the first branch and the kit together, or nothing. No tool creates a business; afterwards a program with a business key finds it with talemo_list_businesses. The kit brings the roles master, place and device, three contact categories, the starting booking rules of Beauty and a starting script for the online admin, and leaves services, resources and schedules empty (see What the kit installs).

3. Services, masters, places and schedules

• The section Services and prices: a name, how long it Takes, a price and What it needs (see Services and prices). The currency of the zone is suggested by talemo_get_zone_currency and changed in Settings → Branches.
• The section Masters, places and devices: what time is booked on (see Resources).
• On the card of a master, place or device, Services: places and devices do every service of their role at once, and each master is marked by hand (see Who does what).
• On the same card, Set up schedule: a branch has no opening hours, and until a resource has a schedule the finder answers No schedule for these days (see Schedule of a resource).
• Settings → Booking rules: the booking step, cleanup, and the confirmation and reminder rules (see Booking rules).

4. Knowledge

The owner writes the first entries in Knowledge: how to get there, the rules, how a service goes, and the voice of the business. Prices and times come from the price list and the schedules (see Knowledge entry). A program can only suggest entries, with talemo_propose_knowledge.

5. Connecting Instagram

In Settings → Phone and messengers the person presses Connect a channel, picks Instagram and a branch or the whole business, uses Open the Meta window and chooses the page. Instagram comes only through a Facebook page, so the account is linked to the page first. A new channel starts in Only drafts. A program reads channels with talemo_list_channels and cannot connect one (see Channels and connections).

6. The online admin starts answering

The owner or an administrator of the whole business gives it rights in What the online admin may do; talemo_get_agent_grant shows them, and until they are given it answers no one. A client's message becomes a draft in Today on the web or in Waiting for you in the app, and the person decides Send, Edit or Don't send (see Draft replies). When the drafts are right, the owner switches the channel to Answers by itself. Only a person does it (see Who answers a conversation).

What the launch path shows

talemo_get_launch returns eight steps, each worked out from facts of the business (see The launch path).

• services: an active priced service and a resource that does it.
• memos: one entry in Knowledge. channel: one connected channel.
• rehearsal has no fact behind it and stays open until a person puts it off.
• first_reply: a draft was sent or edited, or the online admin answered by itself.
• own: a connected channel answers by itself and the online admin is on. The path is then finished.

The web and the app have no screen of the path yet. talemo_set_launch_choice puts a step off or skips it and switches nothing on.