Quick Start Guide fc

Welcome to OskarOS! Running a business shouldn’t feel like juggling endless tasks. That’s why we created OskarOS—a tool that seamlessly integrates bookings, payments, customers, staff, and resources. Our vision is to empower service-based businesses around the world to operate effortlessly and grow without limits.

Let’s dive into this Quick Start Guide to get your OskarOS account up and running smoothly. We promise to keep things simple, clear, and engaging—just the way you like it.

Getting Started

First things first, let’s get you signed up or logged in. If you haven’t already, head over to our sign-up page and register for a free trial. It’s quick, easy, and the best way to experience how OskarOS can transform your business operations. If you already have an account, simply log in here, and you’ll land right on your personalized Dashboard—your command center for managing all aspects of your bookings and services effortlessly.

Step 1: Add Your Resources

Think of Resources as the building blocks of your booking system—they represent the people, rooms, or equipment your clients can book. Setting up your resources correctly is key to ensuring smooth scheduling and happy clients.

To add a resource, start by navigating to your Dashboard. Click on the + Add Resource button, and you’ll be prompted to enter some essential details. Give your resource a clear name, such as "Conference Room A" or "John Doe - Consultant." Next, select the type of resource—whether it’s staff, a room, or equipment. Specify the capacity to indicate if the resource can handle multiple bookings at once or just one.

Don’t forget to set the availability by defining the working hours and days, ensuring that your clients can only book when you’re ready to serve them. If your resources operate in different locations or time zones, you can set those details as well. Once you’ve filled in all the necessary information, hit Save. Voilà! Your resource is now ready to be booked.

Tip: Keeping your resources updated ensures that your scheduling remains conflict-free and your clients always have accurate information.

Step 2: Create Your Services

With your resources in place, it’s time to define the Services you offer. Services are what your clients will actually book—like a haircut, a business consultation, or renting a conference room. Let’s make sure your services are set up to meet your clients’ needs seamlessly.

From your Dashboard, navigate to Resource Settings and select Services. Click on + Add Service to start crafting your first service. Enter the name of the service, such as "Haircut" or "Business Consultation," and set the duration to indicate how long each session will take. Next, define the price to ensure you’re compensated appropriately for your time and expertise. You can also add any special rules, like lead times for bookings, required deposits, or cancellation policies.

Here’s where it gets important—connecting resources and services. Make sure each service is linked to the relevant resource(s). You can do this in the settings of the respective resource or within the service settings themselves. This connection ensures that when a client books a service, the right resource is allocated automatically, preventing any scheduling hiccups.

Once you’ve filled in all the details, click Publish. Your service is now live and available for clients to book!

Remember: Connecting resources and services ensures that bookings are smooth and conflict-free, providing a seamless experience for both you and your clients.

Step 3: Set Up Events & Classes

Whether you’re hosting workshops, classes, or recurring events, OskarOS makes managing them a breeze. Let’s set up your first event and see how easy it is to keep everything organized.

Start by navigating to the Events section in the main menu. Click on + Add Event to begin. You’ll be prompted to provide a clear and descriptive name for your event—something that resonates with your clients, like "Weekly Yoga Class" or "Monthly Business Seminar."

Next, set the number of available slots to control how many participants can join each event. Decide whether your event will be free or if you’ll charge a fee. For recurring events, take advantage of our Advanced Settings to automate the schedule—set it to repeat weekly, monthly, or at custom intervals. This automation saves you time and reduces the risk of manual errors.

Once all the details are configured, click Publish. Your event is now live, and clients can start booking their spots with ease.

Pro Tip: Automating recurring events not only saves you time but also ensures consistency, making it easier for your clients to plan and attend.

Step 4: Configure Payments

Now that your resources and services are set up, let’s handle the payments. Setting up your payment processing correctly is crucial for smooth transactions and maintaining trust with your clients.

Head over to Settings → Payment & Checkout to begin configuring your payment options. OskarOS supports a variety of payment methods to cater to different preferences. Enable Online Payments like credit cards or PayPal for instant transactions, providing your clients with a convenient way to pay. If you prefer alternative methods, you can set up Custom Instructions for cash payments, bank transfers, or checks.

Don’t forget to define your Tax Rates to ensure compliance and accurate billing. Additionally, our Flexible Pricing feature allows you to set different prices based on service durations or add-ons, giving you the flexibility to cater to diverse client needs.

To keep track of your financials, visit the Orders page. Here, you can monitor who has paid and who hasn’t, helping you stay on top of your finances effortlessly. Once you’ve configured all your payment settings, click Save to apply the changes.

Efficiency That Scales: Whether you’re a solo entrepreneur or managing a team across multiple locations, our payment tools grow with your business, ensuring you’re always prepared for the next step.

Step 5: Customize & Share Your Booking Page

A branded and user-friendly booking page not only enhances your professional image but also makes the booking process seamless for your clients. Let’s customize it to reflect your brand’s unique personality.

Navigate to Settings → Booking Page to access the customization options. Start by adding your logo—this helps establish your brand identity and makes your booking page instantly recognizable. Next, choose a background that aligns with your brand’s aesthetic, whether it’s vibrant and energetic or calm and professional.

Adjust the layout to best showcase your services and resources. You want your clients to find what they need quickly and easily, so keep the design intuitive and clutter-free. Once your booking page looks exactly how you want it, it’s time to share it with the world.

Copy your unique booking link from the Booking Page settings and promote it across your social media channels, email signatures, or embed it directly on your website. For an even more integrated experience, utilize widgets or pop-ups to allow clients to book directly from your website without navigating away.

Once you’re satisfied with the customization, click Save to make your booking page live. Now, your clients can book with ease, and your professional image shines through every interaction.

Growth Through Simplicity: A well-branded, easily accessible booking page boosts trust and makes booking a breeze for your clients, leading to increased bookings and customer satisfaction.

Step 6: Customize with Custom Forms/Fields

To further personalize your client interactions and gather valuable information, OskarOS offers Custom Forms/Fields that you can integrate into your booking forms. This feature allows you to capture additional details, enhancing your ability to tailor services to individual client needs.

Begin by navigating to Settings in the main menu. Click on Custom Fields to start creating your fields. You can add various types of fields based on the information you need:

  • Text Boxes: Perfect for simple inputs like names, addresses, or contact information.
  • Dropdowns or Checkboxes: Ideal for selections such as service preferences, special requests, or additional requirements.

Additionally, enable Customer Remarks by going to Settings → Payment & Checkout. This allows clients to leave notes during the checkout process, providing you with important information to better serve them.

Once you’ve created and configured your custom fields, click Save to apply them to your booking forms. Now, when clients book a service, they can provide the additional information you need to deliver a personalized and exceptional experience.

Empowerment Through Automation: By capturing additional information, you can tailor your services, improve client satisfaction, and build stronger relationships—all while keeping things simple and efficient.

Need Help Setting Up OskarOS?

Running a business comes with its challenges, and we're here to help you every step of the way! If you encounter any issues or have questions during your setup, our dedicated support team is just a click away.

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