Setup wizard: get your account ready in 5 steps

The setup wizard is a guided flow that gets your new business ready to take bookings. It has five steps; at the top you see the step name, a counter such as “Step 2/5” and progress dots.

When does the wizard open?

• If you do not have a business yet, the wizard opens by itself when you enter the panel; you cannot use the panel until you complete the first step (creating your business).

• If you own the active business and its setup is unfinished, the wizard opens at the step where you left off each time you enter the panel. Staff who joined by invitation never see it.

• To open a new business (branch), go to My Account from the profile menu at the top right and click Create New in the My Workspaces section. Use as template on the card of a business you own also opens the wizard with that business selected as the source.

Opening a new business requires an active Piyzi subscription, and the number of businesses you can open is limited by your plan. If you have reached the limit, the business is not created; you can upgrade your plan under Subscription Management in the profile menu at the top right.

Step 1 — Business Information

This step is required; your business is created here. All fields are required:

• Business Name: the name your customers will see; it must be at least 3 characters long.

• Business Address: your full address.

• Province / District: the province and district your business is in.

• Category: the field that best describes your business. The service suggestions in the next step and the target audience are prepared from it.

• Who is it for?: your target audience (women, men, children and so on). It is selected automatically from the category and you can change it; to add an option that is not listed, type it and press Enter. Service prices are defined per target audience.

• How did you hear about Piyzi?: asked only when you set up your first business. Pick one of the options; if you choose “A content creator's (influencer) post” or “Someone I know recommended it”, you can optionally write who it was, and if you choose “Other”, a short description is required. This is used only to understand how you found Piyzi; it does not appear in your panel.

Fill in the fields and click Create the Business and Continue. If a field is missing, “Please fill in the required fields.” appears with an explanation under each missing field. A business name shorter than 3 characters gives “An error occurred while creating the business.”

Some settings are prepared automatically when the business is created:

• Business hours start as Monday–Saturday 09:00–19:00, closed on Sunday (you can change them in step 4).

• The VAT rates 20% (default), 10%, 1% and 0% are added; if you copy VAT rates from another business, those are used instead.

• Pi Store modules that suit your category are switched on: Class System and Appointment (Class) Planning for Pilates studios, yoga studios, personal trainers (PT), martial arts and self-defence schools, dance schools, art and hobby workshops, music and recording studios, driving schools and educational institutions; Body Measurement Tracking for Pilates studios, personal trainers (PT), physiotherapists and dietitians; Diet & Fitness Program for personal trainers (PT), physiotherapists and dietitians. You can turn off any module you do not want under My Business → Pi Store.

Opening a new branch? Copy your settings

If you own another business, the Start from one of my existing businesses panel appears in the first step (it does not appear while you set up your first business). Instead of entering your service and product lists from scratch, you copy them from your existing branch.

1. 1

   Turn on the switch

   Turn on the “Start from one of my existing businesses” switch. If you have only one business you can copy from, it is selected as the source automatically.

2. 2

   Choose the source

   Pick the business to copy from in the “Source business” list; the number of records that can be copied is shown next to its name.

3. 3

   Tick what to copy

   Under “What to copy”, Services, Products, Suppliers, VAT rates, Payment methods and Resources come ticked, with the number of records in brackets. A section with no records in the source is greyed out and cannot be selected. Untick what you do not want.

4. 4

   Decide on prices

   Under “Prices”, choose “Keep prices as they are” (the default) or “Reset prices (I will enter them later)”.

5. 5

   Create the business

   Fill in the other fields and click Create the Business and Continue; the copy happens while the business is being created. If the copy cannot be completed, the business is not created either, and you can try again.

Step 2 — Your Services

Services suggested for your category come ticked. On each row you can edit the duration (5–600 min) and the price (₺; 0 is allowed) and untick services you do not offer. Add Service opens an empty row for your own service with 60 min and ₺0; type its name in the “Service name” field. Rows you added can be deleted with the bin icon.

When you are ready, click “Add N Services and Continue”. Rows with missing or invalid details are highlighted in red and “… rows have missing or invalid details” appears. If you tick no services, the step counts as skipped. Services that already exist with the same name are not added again and “… services were skipped because they already existed.” appears; if you copied your services from another business, you can skip this step with Skip for Now.

The services added in this step are created with the same duration and price for every target audience you selected, and assigned to the business owner (you). After setup, assign the services your team members deliver in their staff settings.

Step 3 — Invite Your Team

Enter a first name, last name and mobile number for each staff member; use Add Staff to open a new row. Rows missing a name, last name or phone number are not sent. “Send N Invitations and Continue” sends the invitations by SMS and WhatsApp; invitees get the default “Personel” (staff) role, which you can change later.

A row that could not be sent shows an “Error” badge and the reason; while such a row remains, the wizard does not move on to the next step, so fix the row and send it again. If you work alone, click Skip for Now; you can add staff later under My Business → Staff.

Step 4 — Business Hours

Set the days and hours your business is open, and any breaks; the settings start as Monday–Saturday 09:00–19:00, closed on Sunday. Appointments can only be booked while you are open — this step matters for your online booking page to work properly. If you made a change, the button becomes “Save and Continue”; otherwise continue with “Continue”.

Step 5 — Appointment Settings

The last step has the core settings that shape your booking experience:

• Online booking page: shows whether your page is live. If it is, a “Published” badge appears and your customers can book online. Publishing the page is what opens online booking; there is no separate “accept online bookings” switch.

• Approve online bookings automatically: when off (the default), online bookings wait for your approval.

• Hide prices / Hide durations: service prices or durations are not shown on your customer page.

• Booking interval: the interval at which appointment times are offered in the calendar: 10, 15, 20, 30 (default), 45 or 60 min.

Finish Setup saves the settings, closes the wizard and takes you to the Calendar. Skip for Now finishes the wizard without saving these settings.

After setup

Everything you entered in the wizard can be changed later:

• Services: My Business → Settings → the Services card.

• Business hours: My Business → Settings → the Business Hours card.

• Appointment settings: My Business → Settings → the Appointment Settings card.

• Business name, address, category and target audience: My Business → Settings → the Company Profile card.

• Staff and invitations: My Business → Staff.

• Online booking page: Marketplace → Online Booking.