First-location setup checklist
The safe order to set up a new business and location, from account to a published QR code.
Requires Location Admin or Owner
Work through this list top to bottom. Each step links to a detailed guide.
- Create your account and business. Go to /signup, register with Google or email + password, then enter your Business name on the "Create my check-in page" screen. Choosing an Industry is optional — it pre-fills a sensible service list. (Details)
- Review location basics. In your location, open Settings and check Basics (name, contact) and Address & hours — including your Timezone, which drives ticket numbering, the daily quota's calendar day, and the times customers see.
- Choose what customers must provide. In Settings → Check-in options, review the email requirement (on by default — it powers the customer's tracking link), address requirement, and any public notice. (Details)
- Add or review services. In Settings → Your services, add what customers can pick, or load an industry template. (Details)
- Pick your queue workflow. In Settings → Queue workflow, keep the general flow or pick a preset (restaurant, counter, clinic, repair, pickup). (Details)
- Invite your team. In Settings → Team members, send email invites; add a shared front-desk login if you want one. (Details)
- Get your QR code. Open QR code in the sidebar — download the PNG/SVG or print the flyer. (Details)
- Optional: waiting-room screen. Open the Display board link and choose how names appear (ticket-number-only is the default and most private). (Details)
- Optional: resources or windows. Add rooms/equipment under Resources, or switch the location to windowed mode under Manage windows. (Resources · Windowed)
- Run a test check-in before you publish anything. (Details)
- Publish. Put the QR code at your entrance and share your check-in link.