Learning path
Path: Salon with a team
For a hair salon with several people: location, services, team, the booking link, reminders and checkout.
10 steps
- Step 1: Register your business (step-by-step wizard) A single 8-step wizard that gets your business ready to take bookings: country, plan, category, business, hours, services, team, and your account.
- Step 2: Create your first location and working hours The wizard already created the location. Here we adjust its working hours and contact details and set it to active.
- Step 3: Create your first service: name, duration, and price Set up a service with all its details: what it's called, how long it lasts, how much it costs, and who can provide it.
- Step 4: Add your first professional or team member Set up the profile of whoever will provide service (it can be you), their photo, identifier color, and working hours.
- Step 5: Invite your team by email The full invitation flow: how to send them, what happens on the invitee's side, how to resend or revoke.
- Step 6: Which services each professional performs How to limit a service to certain professionals, and how to give each one their own price, duration and commission.
- Step 7: Share your public booking link Find your link, copy it, and share it on WhatsApp, Instagram, and wherever you need it.
- Step 8: WhatsApp notifications: credits vs. your own account What Citauno actually sends over WhatsApp, how your plan's credits are consumed, and what changes if you connect your own number.
- Step 9: Receive and confirm your first booking What happens when someone books on your link: notifications, where it appears, and how to confirm or reject it.
- Step 10: Checkout and invoicing: from booking to receipt in three taps Charge a booking or a walk-in sale in one step: add products or services, choose how they pay, and the receipt or invoice is issued.