# 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

Source: https://heylilo.co/help/getting-started/setup-checklist

**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**](https://app.heylilo.co/dashboard/services)                   | You have at least one service that isn't archived             |
| **Set your hours**              | [**Settings** → **Business Hours**](https://app.heylilo.co/dashboard/settings?tab=hours)  | Your location has business hours                              |
| **Connect payments**            | [**Settings** → **Payments**](https://app.heylilo.co/dashboard/settings?tab=payments)     | Your payments setup is finished and you can take cards        |
| **Add your first client**       | [**Clients**](https://app.heylilo.co/dashboard/clients)                                   | You have at least one client                                  |
| **Invite your team** (Lilo Pro) | [**Team**](https://app.heylilo.co/dashboard/team)                                         | Someone besides you is on your team, accepted or not          |
| **Set up loyalty program**      | [**Marketing** → **Loyalty Program**](https://app.heylilo.co/dashboard/marketing/loyalty) | You've saved your loyalty settings, even with the program off |

**Applies to:** Lilo Booth

On Lilo Booth, the list ends with **Set up your website**. You do it in [**Settings** → **Website**](https://app.heylilo.co/dashboard/settings?tab=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](https://heylilo.co/help/settings/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](https://heylilo.co/help/home-and-reports/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](https://heylilo.co/help/payments/connect-payments).

### 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.