What You Provide — It Takes Less Than 20 Minutes of Your Time

Here's what you hand over before we start: your business phone number, access to your existing calendar (Google Calendar, iCal, or whatever you're already using), your service list with the pricing you want customers to see, and either a customer list or access to whatever CRM you're running.

That's it. No technical knowledge required. You don't log into anything. You don't navigate settings pages. You don't install software.

Most owners pull together what we need in under 20 minutes. If your service list is already written down somewhere — your website, a price sheet, a quote template — just send that. If your calendar is Google Calendar, you grant access in two clicks. If you're tracking customers in a spreadsheet, export it as a CSV and drop it in our shared folder.

We confirm receipt and kick off configuration within the hour. The 48-hour clock starts the moment we have everything in hand.

Business phone number
Existing calendar access (Google Calendar, iCal, or similar)
Service list with pricing
Customer list or CRM access (spreadsheet is fine)

Hours 1–24: What We Configure on Your Behalf

While you're on a job, here's what we're building on your behalf:

**Portal branding**: Your logo, colors, and phone number on every page. Customers see your brand, not ours.
**Calendar sync**: We wire your existing calendar directly to the portal — every booked appointment lands where you already look, no duplicate systems.
**Service catalog**: Every service from your list, priced, categorized, and paired with job-duration defaults so the system never double-books your schedule.
**Customer invitation sequence**: If you provided a customer list, we load it and queue an SMS and email invitation that fires on day two after QA clears.
**Payment processor connection**: If you want upfront deposits or full payment at booking, we connect your processor and configure deposit rules per service type.
**Notification rules**: Every new self-booked appointment fires a confirmation to the customer and an instant SMS to you — customer name, service, time, and address.

Hours 24–48: Testing Before We Hand Off

Before anything goes live, we run the portal through a complete end-to-end test.

We book a test appointment through the portal from a test customer account and confirm it lands in your calendar with the correct service, time, and customer details. We verify the customer confirmation SMS and email fire correctly. We trigger your owner notification and confirm it hits your phone. If payment is configured, we run a test charge and confirm the receipt flow.

We also check the mobile experience on iOS and Android — your customers are booking from their phones, not desktops, and the portal has to work on a cracked-screen iPhone the same way it works on a new Samsung.

If anything fails QA, we fix it before we touch your customer list. We don't go live until every test passes. Most setups clear QA in under two hours. You get a confirmation message when we're ready to flip the switch.

Day Two: Your First Real Booking Through the Portal

When QA passes, here's what happens.

If you provided a customer list, the invitation sequence fires — an SMS that reads: "Hey [Name], [Your Business] now offers online booking. Pick a time that works for you: [link]." Short, professional, branded to you.

The first customer who clicks the link sees your service menu, picks a service, picks a date and time from your live calendar, and books — no phone call, no voicemail, no back-and-forth text thread.

On your end, you get an SMS within seconds: "[Customer Name] booked a [Service] for [Date] at [Address]." Open your calendar and it's already there.

The customer self-serve booking portal overview covers the full feature set in detail — if you want to review everything the portal does before committing to a setup call, start there.

Ongoing: What We Monitor and Update After Go-Live

The portal doesn't run itself — we run it for you.

After launch, we monitor booking completion rates and flag any session where a customer started a booking but didn't finish. If bookings are dropping off at a specific step, we diagnose and fix it.

When your service offerings change — new service added, price adjustment, seasonal special — you send us a quick text or email and we update the catalog within 24 hours. You never log into the portal to make that change yourself.

If a technical issue surfaces — calendar sync breaks, payment processor returns an error, confirmation SMS stops firing — we catch it before you do and resolve it without you having to notice first.

Your job is to show up for the appointments the portal books. Our job is to make sure the portal keeps booking them.

What the 48-Hour Timeline Looks Like When You Book Today

If you sign today before noon, here's the exact schedule:

**Today, within 1 hour**: You receive our onboarding intake — takes under 20 minutes to complete.
**Today, hours 1–24**: We configure your portal, calendar sync, service catalog, and notification rules.
**Tomorrow, hours 24–36**: QA runs — test bookings, payment flow, mobile check.
**Tomorrow, hours 36–48**: Portal goes live. Customer invitations fire if you provided a list.
**48 hours from now**: Your first self-booked appointment lands in your calendar.

Frequently asked

What do I actually need to provide to get started?

Four things: your business phone number, access to your existing calendar, your service list with pricing, and a customer list or CRM access. A spreadsheet of past customers is fine. You don't need any technical knowledge and you never log into any software platform on our end.

Does the 48-hour timeline include weekends?

Yes — if you complete onboarding intake on a Friday, we begin configuration immediately and your portal goes live by Sunday. The 48-hour clock runs from the moment we receive your intake information, not from the next business day.

Do I have to log into the portal or manage any settings after it goes live?

No. You never log into the portal yourself. When you need to update a service, change a price, or add a seasonal offering, you text or email us and we handle the update within 24 hours. The only thing you see is booked appointments in your existing calendar.

What happens if something breaks after go-live?

We monitor the system after launch. If calendar sync breaks, a confirmation SMS fails to fire, or a payment error surfaces, we catch it in our monitoring and resolve it — typically before you've noticed anything is wrong. You don't need to file a ticket or troubleshoot anything yourself.

Can I add new services or change pricing after setup?

Yes, any time. Send us a text or email describing the change — new service, updated price, seasonal add-on, removed service — and we update the portal catalog within 24 hours. There is no limit on the number of updates after go-live.

What Happens in 48 Hours: Portal Setup, Start to Finish