Onboarding

Booking programs setup

Owner: Product – Onboarding Β· Last reviewed 2026-01-21 Β· Review every 90 days

Time to complete
8 minutes
Product version
0.1.0

TL;DR

  • Use simple program labels so the team chooses the right booking flow.
  • Keep only the programs you actually use.
  • Turn programs on or off as your offering changes.

Steps

Step 1

Open Commercial β†’ Programs

Go to Commercial β†’ Programs to review the list.

Step 2

Create a program

Create a new program, give it a clear name (for example "Retail rentals" or "Service loaners"), and add a short description if it helps the team.

Step 3

Choose if it

Mark the program as active so it appears when creating bookings. Turn it off if you want to hide it without deleting it.

Step 4

Save and review

Save your changes and confirm the program shows in the list. You can edit it later as your workflows change.

Validate your work

  • The program list shows the new entry with the correct status badge.
  • Creating a booking lets staff pick from the active programs.
  • Inactive programs stay saved but are not selectable in new bookings.

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