Getting Started with Schedulion

Welcome to Schedulion

Schedulion is a multi-location appointment scheduling platform built for businesses that manage staff, clients, and services. Here is the recommended setup order.

1. Create Your Organisation

When you sign up, an organisation is automatically created for you. Your organisation is the top-level container for everything — locations, employees, customers, and bookings all belong to it. You can choose an organisation type (health & wellness, beauty, education, etc.) which helps tailor the interface to your business.

2. Add a Location

Every appointment happens at a location. Go to Settings → Locations and create your first location. Set its work hours, timezone, and optionally configure capacity limits. See the Locations article for details on capacity settings.

3. Define Your Services

Go to Settings → Services and add the services you offer. Each service has a duration (in minutes) and a colour used on the calendar. You can also group services into categories using the parent/child hierarchy.

4. Add Employees

Go to Staff → Employees and invite your team. Assign each employee to a location and optionally to a team. Employees can have individual shift rotations that override the location's work hours for availability calculation purposes.

5. Take Your First Booking

With a location, at least one service, and at least one employee in place, you can create appointments from the Calendar view. Use the Availability tool to find open slots automatically.