Set up your studio

The setup steps you go through the first time you sign in, and how to add more locations later.

The first time an Admin signs in, Slate opens a short setup. It takes about five minutes. Until it's done, the dashboard home page brings you back to it.

The setup steps

1. Add your first location. Its name, timezone and opening and closing times. (If you're creating the studio yourself, this step is called Company details and also asks for your company name and booking web address.)
2. More locations? Add any other venues now, or later from the dashboard.
3. Session types. A session type is anything customers can book, such as a sauna session or a reformer class. Give each one a name, choose Public (shared) or Private (exclusive), and set a length (at least 15 minutes), the number of places and the price per place.
4. Invite your team. Add staff by name, email and role. You can skip this and do it later.
5. Take payments. Connect your Stripe account so customers can pay by card, or click Skip, connect later. If you connect now, you land on the Payments page afterwards: open the dashboard home to carry on with setup. The next guide, Connect Stripe to take payments, covers this step.
6. Customer emails. The name your emails come from, and the address replies go to (this one is required).
7. Generate your first sessions. Slate can create two weeks of sessions for you. They start as drafts, which customers can't see until you publish them.

Adding or editing a location

1. In the sidebar, open Operations, then the Locations tab.
2. Click + Add location, or click an existing location to edit it.
3. Fill in the name, timezone, opening times, address and contact details. At least one day has to be open.
4. Click Create location or Save changes.

Once a location is saved you can add Spaces to it, such as a sauna cabin or a studio room. Sessions in the same space can't clash: once one is booked, any session that overlaps it in that space stops being offered.

Your studio name and Booking URL are fixed once setup is done. If you need to change either, get in touch and we'll do it for you.