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Getting Started

Quick Start Guide

Get ProSchedule installed and taking bookings. The wizard is eight steps. Step 3 is Use Case — SaaS Platform, Organization, or Personal. You can change that later in Settings without reinstalling.

Last updated Aug 19, 2026 · 8 min read

Get ProSchedule installed and taking bookings. The wizard is eight steps. Step 3 is Use Case — SaaS Platform, Organization, or Personal. You can change that later in Settings without reinstalling.

Full walkthrough: Installation process. Editions: Deployment Use Cases.

🚀 5-Minute Setup

Step 1: Installation

  1. Upload Files: Extract and upload ProSchedule files. Point the site document root at public/.
  2. Create Database: Create an empty MySQL database.
  3. Run Installer: Open your domain. The wizard starts automatically.
  4. Follow Wizard: Complete the eight steps. On Use Case, pick the edition that matches how you will run the product (default is Organization).

Step 2: Basic Configuration

  1. Login: Sign in with the admin email from the wizard.
  2. Update Profile: Complete your business profile information.
  3. Set Business Hours: Configure your availability schedule.
  4. Create Event Types: Define your services or appointment types.

Step 3: Start Booking

  1. Share Booking Link:
    • Personal — /u/{your-username} (/appointment redirects here)
    • Organization — /appointment (staff list) or /u/{username}
    • SaaS Platform — /appointment (professional directory)
  2. Test Booking: Make a test appointment to verify everything works.
  3. Customize: Personalize your booking page and email templates.
  4. Go Live: Start accepting real client bookings.

Do not run php artisan command:import_demo on a live customer database.

📋 Prerequisites Checklist

Before starting, ensure you have:

  • ✅ Web Server: Apache/Nginx with PHP 8.1+
  • ✅ Database: MySQL 5.7+ or PostgreSQL 10+
  • ✅ PHP Extensions: Required PHP extensions installed
  • ✅ Purchase Code: Valid CodeCanyon purchase code
  • ✅ Domain: Accessible domain name
  • ✅ SSL Certificate: HTTPS enabled (recommended)

🎯 Installation Process

The live wizard order is:

  1. Welcome & system check
  2. License verification
  3. Use Case (SaaS Platform, Organization, or Personal)
  4. Environment
  5. Database
  6. Admin account
  7. Installing
  8. Complete

Details for every screen: Installation process.

1. Welcome & system check

The installer automatically checks:

  • PHP version and extensions
  • Directory permissions (storage/, bootstrap/cache/)
  • Server configuration

What you need to do: Fix any failed checks, then click Get Started.

2. License verification

Enter your CodeCanyon purchase code to activate ProSchedule.

Purchase Code Format: 12345678-1234-1234-1234-123456789012

3. Use Case

Pick one card, then continue. Default is Organization.

Edition After install
SaaS Platform Workspaces, plans, Stripe, public directory
Organization Staff and CRM. No SaaS billing. Registration off
Personal Solo calendar. /u/{username} booking. No Users or CRM menus

You can change this later in Settings → Global → Use Case.

4. Environment

Set up your application:

  • App Name: Your business name
  • App URL: Your website URL
  • Environment: Production on a live site
  • Debug Mode: Leave off on a live site

5. Database

Configure your database connection:

  • Host: Usually localhost or 127.0.0.1
  • Port: 3306 for MySQL, 5432 for PostgreSQL
  • Database Name: Your empty database
  • Username/Password: Database credentials

Click Test Connection, then continue.

6. Admin account

Create the first administrator (email + password). This user is marked available for public booking, which Personal mode needs for /u/{username}.

7–8. Installing and Complete

Do not close the browser. The installer:

  • Creates database tables
  • Seeds roles, settings, and core data
  • Saves the use case and seeds matching Home / FAQ / Contact / Footer copy
  • Creates a default workspace only for SaaS Platform
  • Marks the app installed and caches config

Then sign in and follow Post-installation.

⚙️ Initial Configuration

Admin Dashboard Access

After installation, you'll receive:

  • Admin URL: https://yourdomain.com/dashboard
  • Login Credentials: Username and password
  • Access Instructions: How to access the system

First Login

  1. Navigate to Dashboard: Go to your admin dashboard URL
  2. Enter Credentials: Use provided login credentials
  3. Change Password: Update your password for security
  4. Complete Profile: Fill in your business information

[Placeholder: Admin dashboard screenshot]

🏢 Business Setup

1. Business Profile

[Placeholder: Business profile form screenshot]

Complete your business information:

  • Business Name: Your company name
  • Contact Information: Phone, email, address
  • Business Description: What you do
  • Logo: Upload your business logo
  • Social Media: Add social media links

2. Business Hours

[Placeholder: Business hours configuration screenshot]

Set your availability:

  • Operating Hours: When you're available
  • Days Off: Holidays and vacation days
  • Time Zone: Your local timezone
  • Buffer Time: Time between appointments

3. Service Types

[Placeholder: Event types creation screenshot]

Create your services:

  • Service Name: What you offer
  • Duration: How long it takes
  • Price: Service cost (optional)
  • Description: Service details
  • Location: Where it happens

📅 Schedule Management

Setting Up Availability

[Placeholder: Availability settings screenshot]

  1. Go to Schedules: Navigate to Schedules section
  2. Set Availability: Define when you're available
  3. Create Time Slots: Set specific appointment times
  4. Manage Breaks: Add lunch and break times

Creating Your First Appointment

[Placeholder: Create appointment form screenshot]

  1. Click "New Appointment": Start creating an appointment
  2. Select Service: Choose the service type
  3. Pick Date/Time: Select available slot
  4. Add Client: Enter client information
  5. Save Appointment: Confirm the booking

🎨 Customization

Booking Page Customization

[Placeholder: Booking page customization screenshot]

  1. Go to Front Pages: Navigate to Front Pages section
  2. Edit Home Page: Customize your booking page
  3. Add Content: Add your business information
  4. Customize Colors: Match your brand colors
  5. Preview Changes: See how it looks to clients

Email Templates

[Placeholder: Email templates screenshot]

  1. Go to Email Templates: Navigate to email settings
  2. Customize Messages: Edit appointment confirmations
  3. Add Your Branding: Include your logo and colors
  4. Test Emails: Send test emails to verify

👥 User Management

Team users apply to Organization and SaaS Platform only. Personal hides Users and Roles — you work as the installer admin.

Adding Team Members

[Placeholder: Add user form screenshot]

  1. Go to Users: Navigate to User Management
  2. Add New User: Click "Add User"
  3. Enter Details: Fill in user information
  4. Assign Role: Choose appropriate role
  5. Send Invitation: User receives email invitation

Role Management

[Placeholder: Roles management screenshot]

Available roles:

  • Super Admin: Full system access
  • Organization Admin: Organization management
  • Manager: Team and schedule management
  • Staff: Personal schedule management
  • Client: Booking and profile access

📊 Getting Your First Bookings

Sharing Your Booking Page

[Placeholder: Booking page sharing screenshot]

  1. Get Booking URL: Copy the public URL for your edition (/appointment or /u/{username} — see Step 3 above)
  2. Share on Website: Add to your website
  3. Social Media: Share on social platforms
  4. Email Signature: Add to email signatures
  5. Business Cards: Include on marketing materials

Testing the Booking Process

[Placeholder: Booking process test screenshot]

  1. Open Booking Page: Visit your public booking page
  2. Select Service: Choose a service type
  3. Pick Time: Select available appointment time
  4. Enter Details: Fill in client information
  5. Confirm Booking: Complete the booking process

📱 Mobile Access

Mobile Dashboard

[Placeholder: Mobile dashboard screenshot]

ProSchedule is fully responsive:

  • Mobile Dashboard: Access admin features on mobile
  • Touch Optimized: Easy touch navigation
  • Offline Access: View cached data offline
  • Push Notifications: Get appointment alerts

Mobile Booking

[Placeholder: Mobile booking screenshot]

Clients can book on mobile:

  • Responsive Design: Works on all devices
  • Touch Friendly: Easy mobile interaction
  • Fast Loading: Optimized for mobile
  • Location Services: GPS-based features

🔔 Notifications and Reminders

Email Notifications

[Placeholder: Email notifications screenshot]

Set up automatic emails:

  • Booking Confirmations: Confirm new appointments
  • Reminders: Send appointment reminders
  • Cancellations: Notify of cancellations
  • Reschedules: Alert about changes

SMS Notifications

[Placeholder: SMS settings screenshot]

Configure SMS alerts:

  • SMS Provider: Set up SMS service
  • Message Templates: Customize SMS messages
  • Delivery Tracking: Monitor SMS delivery
  • Cost Management: Track SMS usage

📈 Analytics and Reports

Dashboard Overview

[Placeholder: Analytics dashboard screenshot]

Track your business:

  • Appointment Statistics: Total bookings and revenue
  • Client Metrics: New and returning clients
  • Performance Data: System performance
  • Trend Analysis: Growth and patterns

Generating Reports

[Placeholder: Reports interface screenshot]

  1. Go to Reports: Navigate to Reports section
  2. Select Report Type: Choose report category
  3. Set Date Range: Define time period
  4. Generate Report: Create the report
  5. Export Data: Download or share report

🎯 Next Steps

Advanced Features

Once you're comfortable with the basics:

  1. Calendar Integration: Sync with Google Calendar, Outlook
  2. Payment Processing: Accept online payments
  3. AI Assistant: Use AI for scheduling optimization
  4. Custom Fields: Collect additional client information
  5. API Integration: Connect with other tools

Optimization Tips

  1. Regular Backups: Set up automatic backups
  2. Performance Monitoring: Monitor system performance
  3. User Training: Train your team on the system
  4. Client Feedback: Gather and act on client feedback
  5. Continuous Improvement: Regularly review and improve

🆘 Need Help?

Getting Support

  1. Documentation: Check the full documentation
  2. Video Tutorials: Watch step-by-step videos
  3. Community Forums: Ask questions in the community
  4. Email Support: Contact support directly

Common First-Time Issues

Installation Problems:

  • Check system requirements
  • Verify file permissions
  • Ensure database access

Booking Issues:

  • Verify business hours
  • Check availability settings
  • Test email configuration

Access Problems:

  • Check user permissions
  • Verify role assignments
  • Review access settings

🎉 Congratulations!

You've successfully set up ProSchedule! You now have:

  • ✅ Working Installation: ProSchedule is installed and configured
  • ✅ Admin Access: Full access to the admin dashboard
  • ✅ Booking System: Ready to accept client bookings
  • ✅ Customization: Personalized for your business
  • ✅ Team Ready: Can add team members and manage users

What's Next?

  1. Explore Features: Try out different features and options
  2. Customize Further: Personalize your booking experience
  3. Add Team Members: Invite your team to use the system
  4. Start Marketing: Share your booking page with clients
  5. Monitor Performance: Track your business growth

Related Documentation:

← All ProSchedule – Online Appointment Booking Software for Service Businesses documentation

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