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  • Setup tasks
  • Calendar
  • Weekly availability templates
  • Appointment lifecycle
  • Appointments list
  • Appointment requests
  • Appointment PDF export
  • Contact messages
  • Creating an appointment manually
  • Booking form builder
  • Site builder
  • Service catalog
  • Satisfaction survey
  • Notifications
  • Phone OTP verification
  • Analytics
  • Post-visit reminders
  • Email inbox
  • File storage
  • Domain and subdomain
  • Webhooks
  • Payment settings
  • Account settings
  • Communication analytics

In this category

Provider dashboard

  • Setup tasks
  • Calendar
  • Weekly availability templates
  • Appointment lifecycle
  • Appointments list
  • Appointment requests
  • Appointment PDF export
  • Contact messages
  • Creating an appointment manually
  • Booking form builder
  • Site builder
  • Service catalog
  • Satisfaction survey
  • Notifications
  • Phone OTP verification
  • Analytics
  • Post-visit reminders
  • Email inbox
  • File storage
  • Domain and subdomain
  • Webhooks
  • Payment settings
  • Account settings
  • Communication analytics
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1 min read

Setup tasks

The setup tasks on the overview page walk you through getting your account ready for a first booking. Most tasks complete automatically once you perform the related action.

Tasks

The list covers everything from completing your profile to sharing your first booking link.

  • Complete profile (add a profile photo)
  • Add availability (at least one slot on the calendar)
  • Customize notifications
  • Try WhatsApp (send yourself a test message)
  • Customize the booking form
  • Define your services
  • Explore the site builder
  • Share your booking link
  • Connect Google Calendar (optional)
Panel UI preview (sample)
Setup2/8
  • Profile photo
  • Availability
  • Share link

Mock UI preview

Automatic completion

Tasks check themselves off when you perform the related action; you can skip tasks you don't need. When everything is done you see a brief celebration and the widget hides for a while.

Smart tips

Once setup is complete or your account matures, the widget turns into personalized growth suggestions based on your usage (e.g. enable surveys, connect a calendar, revenue analytics).

Tips are generated from counts and state signals only - no personal data is processed.

Topic keywords

  • task
  • setup
  • checklist
  • activation
  • tips

Open in dashboard →

On this page

  • Tasks
  • Automatic completion
  • Smart tips

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Related guides

  • Getting started

Ranovu provider and booking platform documentation.

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