Your setup checklist
What's on the setup checklist, when Lilo checks each step off, which steps are required, and how to dismiss it.
Applies to: Owners
Setup, in the bottom-right corner of every page on the web, lists what your business needs before it takes bookings. Only the account owner sees it. Select a step to open the page where you do it, and Lilo checks it off on its own.
| Step | Where you do it | Checked off when |
|---|---|---|
| Create your account | Nothing to do | Always |
| Add your services | Catalog → Services | You have at least one service that isn't archived |
| Set your hours | Settings → Business Hours | Your location has business hours |
| Connect payments | Settings → Payments | Your payments setup is finished and you can take cards |
| Add your first client | Clients | You have at least one client |
| Invite your team (Lilo Pro) | Team | Someone besides you is on your team, accepted or not |
| Set up loyalty program | Marketing → Loyalty Program | You've saved your loyalty settings, even with the program off |
Lilo Booth
On Lilo Booth, the list ends with Set up your website. You do it in Settings → Website, and Lilo checks it off once your Lilo Site is published.
Only Add your services and Set your hours are needed before you can take bookings. The rest are marked Optional.
How it works
- Lilo checks your account, not your clicks, so you can finish steps anywhere in Lilo, in any order. It can take a few minutes to catch up. Reload the page to see your latest progress.
- Set your hours is usually checked from the start, because Lilo gave your location starting hours when the account was created. Unless you set hours at sign-up, they're 9 AM to 5 PM every day, weekends included. Check them anyway. See Business profile and hours.
- Starting the payments setup isn't enough for Connect payments. It's checked once you can take cards.
- Once every step is checked, Book your first appointment replaces Dismiss for now and opens your calendar. The checklist goes away on its own after your first appointment.
- Dismiss for now hides the checklist for good, despite the name. Every step still works from the pages in the table.
- The checklist doesn't show while the calendar is in full screen.
In the Lilo app, there's no checklist. Tap Grow on Home for suggested next steps while there's still something to set up. See Your home screen.
Common questions
I finished a step. Why isn't it checked?
Give it a few minutes and reload the page. If Connect payments still isn't checked, your payments setup isn't finished. Finish it in Settings → Payments. See Connect payments and get paid out.
Why is the checklist still showing when every step is done?
It stays until your business has its first appointment. Select Book your first appointment to open your calendar.
Switch to Lilo from another platform
Bring your services, team, clients and appointments from Square, Vagaro, GlossGenius or another platform.
Join a team
Accept an email invite or use an invite code to join a team in Lilo, what happens while you wait for approval, and fixes for invites that don't work.