Start with Guided Setup

The Overview page is where you land in the business dashboard. Guided Setup is the checklist that gets your business ready to take bookings.

What the Overview shows

Four tiles: New enquiries, Customers, Bookings and Overdue tasks. Each opens its page. Outside the United Kingdom, the first tile and the sidebar item say Proposals instead.
A New booking button for entering a booking by hand.
A Get started card showing how many of the six setup steps are done.

On the Get started card, click Start guided setup. It reads Continue setup once you have begun. You can also open Settings and then Guided Setup.
Pick a step, or click Let's Go.
Click Save & Continue to save a step, or Skip this section to move on without saving.
Click Save & exit to leave and return later.

Business Info: business name (required), contact details, location, service area, time zone and time format.
Branding: logo, social links and review link. Both can be changed later in Settings → Business Info.
Experiences: which of Print, Digital, AI Print, AI Digital, 360 and Virtual you offer. Later: Settings → Experiences.
Pricing: deposit, tax rate and travel. Later: Settings → Pricing. Packages and add-ons are in Catalogue.
Payments: card payments through Stripe, payment apps, cash, checks and bank transfer. Later: Settings → Payment Methods.
Website: claim your web address (yourname.eventybooth.com), which cannot be changed afterwards. Design the site in Website → Site Builder.

Until you add a business name, a banner warns that proposals, contracts and invoices cannot be created.
Dismiss hides the Get started card in that browser only. When all six steps are done, the card and the Guided Setup menu item disappear.