Randevu Plus Setup: From Zero to Your First Appointment in 15 Minutes

When switching to a new appointment system, opening an account is not the difficult part. The real challenge is configuring your services, team, and working hours so that they work together correctly. An incomplete setup can make unavailable times bookable, create confusion in staff calendars, and force your team to make manual corrections from day one.

This guide walks you through a focused Randevu Plus setup process, from entering your essential business information to creating your first test appointment. If your services, staff schedules, and basic business details are ready, you can build a working appointment flow in approximately 15 minutes. Businesses with multiple branches or extensive service lists can add the remaining details gradually after completing the first test.

A 15-Minute Randevu Plus Setup Roadmap

The purpose of the initial setup is not to transfer every detail of your business into the system. The immediate goal is to confirm that the calendar works, the correct staff member appears at the correct times, and an appointment can be created from beginning to end.

Following this order helps keep the setup process focused:

This timing is not a guarantee. It is a simplified target for creating a basic working setup. A business with five branches and a large service catalogue should not attempt to complete its entire configuration within the same period.

Before You Begin: Make the Most of the 15-Minute Setup

Prepare a small set of business information before opening the setup screen. This prevents you from losing time deciding on service names or searching for staff schedules during configuration.

Keep the following information nearby:

• Business name, contact information, and address

• The branch you will use for the first test

• Your 1–3 most frequently booked services

• The duration and price of each service

• The staff member who will receive the test appointment

• The employee’s starting and finishing hours

• Lunch breaks or other unavailable periods

• A test customer name and phone number

For example, a barbershop does not need to add its entire service list during the first setup session. You can begin with “Haircut,” “Beard Trim,” and “Haircut and Beard Trim.” Once the calendar is working correctly, you can add the remaining services.

Minutes 0–2: Create Your Account and Business Details

Open the Randevu Plus management panel and create an account or sign in to an existing one. Enter the essential information that identifies your business.

Use the business name your customers already recognize. If your registered company name is different from your storefront name, use the customer-facing name in areas that will be visible during booking.

For businesses with multiple branches, it is safer to prepare one branch completely before configuring the others. Confirm the service, staff, and appointment flow at the first branch, then apply the same structure elsewhere. This reduces the risk of repeating an incorrect working-hour or service configuration across the business.

You can review the wider range of operational tools on the Randevu Plus for businesses page.

Minutes 2–10: Build Your Appointment Structure

Three elements must work together before an appointment can be created correctly: the service being booked, the team capacity available to deliver it, and the hours during which the business and staff are available. This is why the order of the setup matters.

1. Add your first services

Start by creating the services you will use for the test appointment. Give each service a clear, customer-friendly name and enter the correct duration and current price.

Avoid vague names such as “Standard Service” or “Package 1.” Use descriptive names such as “Women’s Haircut,” “Facial Treatment,” or “Private Mathematics Lesson.”

Do not calculate the duration using only the time spent performing the service. Consider preparation, room cleaning, equipment reset, or the transition to the next customer. For example, if the treatment takes 40 minutes but preparation requires another 5 minutes, your calendar setup should reflect the complete operational requirement.

For longer service lists, categories can make selection easier. Service packages can be added after the basic single-service appointment flow has been verified.

2. Add your first team member

Create the profile of the staff member who will deliver the test service. Then enter their working hours and any leave or unavailable periods.

You do not need to add the entire team immediately. Testing the calendar with one employee first makes it easier to identify the cause of any scheduling error.

You should also decide which areas of the system each employee needs to access. Instead of giving every team member broad administrator permissions, configure roles and permissions according to their responsibilities. You can explore the available options on the staff management features page.

3. Enter working hours based on real operations

The business’s opening hours and an employee’s working hours are not necessarily the same. A salon may be open from 9:00 a.m. to 8:00 p.m., while the employee added for the first test may work from 10:00 a.m. to 6:00 p.m.

If this difference is not configured correctly, customers may be able to book appointments when the selected employee is not present. Review each person’s schedule individually, especially when your team works in shifts.

Block periods that should not accept appointments, such as lunch breaks, team meetings, cleaning sessions, or equipment maintenance. Randevu Plus provides day, week, and month calendar views so you can review availability and keep unavailable periods closed. More details are available on the appointment calendar page.

4. Postpone unnecessary details during the first setup

Do not spend the first 15 minutes configuring stock levels, campaigns, commissions, finance reports, or advanced customer segments. These capabilities may be valuable for ongoing business management, but they are not required to create your first appointment.

Start with a functional foundation:

1. One branch

1. One staff member

1. A small number of services

1. Accurate working hours

1. One test appointment

Once this structure works correctly, expanding the system becomes much easier.

Minutes 10–15: Create Your First Test Appointment

You cannot confirm that the setup works simply by reviewing the settings. You need to complete a realistic appointment flow. Always create a test booking before opening online appointments to customers.

First, create a customer profile using your own name or a clearly labelled name such as “Test Customer.” Avoid using a real customer’s contact information because an automated message could be sent during testing.

Complete the following steps:

1. Select the test customer.

1. Choose one of the services you created.

1. Select the staff member prepared for the test.

1. Choose a time within that employee’s working hours.

1. Save the appointment.

1. Confirm that it appears under the correct date, time, and staff member in the calendar.

Next, change the appointment time. Verify that the booking moves to the correct position and does not create an unexpected conflict. You can then cancel the test appointment or keep it with a note stating that it is a test record.

Mini scenario: A single-employee barbershop

Suppose your business is open from 10:00 a.m. to 7:00 p.m. and has one employee. You add a “Haircut” service with a duration of 45 minutes and block the period from 1:00 p.m. to 2:00 p.m.

If you create a test appointment at 12:30 p.m., the service would continue until 1:15 p.m. and overlap with the lunch break. This test helps you adjust either the service duration or the blocked period before customers begin booking.

Mini scenario: A clinic with multiple specialists

Different specialists in a clinic may work at the same time. Begin by adding only one specialist and one service. Confirm that the appointment appears in the correct specialist’s calendar before entering the rest of the team and their schedules.

This approach makes incorrect working-hour or permission settings easier to identify in larger teams.

Open Online Booking After the Test

Once the appointment created in the management panel works correctly, review the customer-facing booking flow. Before publishing your online booking page or website widget, complete the process as though you were a customer.

Use a separate browser window and check the following:

• Are the business and branch details correct?

• Are service names clear to customers?

• Are blocked periods unavailable for selection?

• Can an appointment be created outside working hours?

• Does the completed booking appear correctly in the management calendar?

Test the customer flow from your phone as well. A process that appears clear on a desktop computer should also be easy to complete on a mobile device.

Settings to Activate After the First Appointment

Once the first appointment has been created successfully, you can expand the setup gradually.

Configure reminders

Review the automated messages and reminders that will be sent before appointments. Messages should be clear, aligned with your business’s tone, and free of unnecessary information.

You can review potential uses on the automated appointment reminders page.

Add the rest of your team

Once the first employee’s schedule appears correctly, add the remaining team members. Review each employee’s working hours, leave periods, and access permissions individually.

Connect customer communication channels

Bringing WhatsApp and Instagram enquiries into a unified inbox can reduce the risk of appointment requests being missed across different channels.

Businesses with a high volume of incoming messages can evaluate AI FrontDesk and its human handoff process after the core appointment workflow is established. The setup approach is explained in the AI FrontDesk guide.

Evaluate the appropriate plan for your business

As the number of employees, branches, and required capabilities grows, review whether your current plan matches your operating structure. You can compare the available options on the Randevu Plus pricing page.

Common Randevu Plus Setup Mistakes

Adding every service during the first session

Entering a long service catalogue at once increases the likelihood of inconsistent names, durations, or prices. Begin with your most frequently booked services and expand the list after testing.

Setting service durations too short

Calculating only the active treatment time can cause appointments to overlap during the day. Include preparation, cleaning, and transition time where necessary.

Confusing business hours with staff hours

A business being open does not mean that every employee is available throughout the entire period. Review staff schedules separately.

Publishing online booking without testing

Complete the customer-facing booking process before adding the booking address to your website or social media profiles.

Giving every employee the same permissions

A team member who needs calendar access may not need access to finance reports or business settings. Limit permissions according to each person’s role.

Activating every automation on the first day

Turning on reminders, automated messages, and no-show actions without testing may result in unintended communications. Verify the workflow with a test customer first.

Initial Setup Checklist

Complete the following checks before sharing your online booking page with customers:

• Business and branch information is correct

• At least one service has been created

• Service duration and price have been reviewed

• At least one staff member has been added

• Staff working hours have been entered

• Breaks and unavailable periods have been blocked

• A test customer has been created

• The first test appointment has been added to the calendar

• The appointment time has been changed and checked again

• The customer-facing online booking process has been tested

• Staff roles and permissions have been reviewed

Frequently Asked Questions

Does Randevu Plus setup require technical knowledge?

You do not need software development knowledge to configure basic business information, services, staff, and working hours. You can complete the setup based on your existing daily operating process.

How many services should I add during the first setup?

Your 1–3 most frequently booked services are enough to test the calendar. Once the first appointment works correctly, you can add the remaining services and packages gradually.

Should I configure multiple branches at the same time?

When setting up the system for the first time, it is safer to verify the entire workflow at one branch. You can then adapt the working structure to the remaining branches.

Can I use a real customer’s details for the test appointment?

It is not recommended. If automated messages or reminders are active, the real customer may receive an unintended notification. Use a separate test profile.

Should I publish online booking immediately after the first appointment?

First, complete the customer-facing process in a separate browser and on a mobile device. Share the booking page only after confirming that the services, hours, and branch details are correct.

Create Your First Appointment with Randevu Plus

The goal of the initial setup is not to build a perfect and fully detailed system. It is to create a reliable appointment flow that works from beginning to end.

Start with one branch, a few services, and one team member. After completing the test, activate the remaining capabilities gradually.

Create your Randevu Plus account to add your first appointment, or contact the Randevu Plus team to get started to discuss a setup suited to your business.