--- title: Onboarding a new business summary: From sign-up and the first $10 top-up to the online admin answering a client by itself. Each step names the screen, who does it, and what the launch path shows. tools: [talemo_list_businesses, talemo_get_launch, talemo_set_launch_choice, talemo_list_kits, talemo_get_zone_currency, talemo_update_branch, talemo_create_resource, talemo_create_service, talemo_add_service_fit, talemo_set_usual_schedule, talemo_apply_usual_schedule, talemo_set_booking_rules, talemo_propose_knowledge, talemo_list_channels, talemo_get_agent_grant] related: [../launch/arrival-and-consent.en.md, ../launch/creating-a-business.en.md, ../launch/launch-path.en.md, ../kits/what-a-kit-installs.en.md, ../booking/resources.en.md, ../booking/services-and-prices.en.md, ../booking/who-does-what.en.md, ../booking/resource-schedule.en.md, ../booking/booking-rules.en.md, ../knowledge/knowledge-entry.en.md, ../conversations/channels-and-connections.en.md, ../conversations/draft-replies.en.md, ../conversations/who-answers.en.md] search: [move salon from notebook to app, start using salon software, set up online booking, first steps after sign-up] --- # 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](../launch/arrival-and-consent.md)). 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](../launch/creating-a-business.md)). 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](../kits/what-a-kit-installs.md)). ## 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](../booking/services-and-prices.md)). 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](../booking/resources.md)). - 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](../booking/who-does-what.md)). - 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](../booking/resource-schedule.md)). - **Settings → Booking rules**: the booking step, cleanup, and the confirmation and reminder rules (see [Booking rules](../booking/booking-rules.md)). ## 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](../knowledge/knowledge-entry.md)). 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](../conversations/channels-and-connections.md)). ## 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](../conversations/draft-replies.md)). When the drafts are right, the owner switches the channel to **Answers by itself**. Only a person does it (see [Who answers a conversation](../conversations/who-answers.md)). ## What the launch path shows `talemo_get_launch` returns eight steps, each worked out from facts of the business (see [The launch path](../launch/launch-path.md)). - `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.