Browse help
Common tasks and quick links to ServEase admin documentation by topic.
Use this page to jump to the most common guides. For your first hour in ServEase, start with Getting started. For quick answers, see FAQ.
First hour
| I want to… | Guide |
|---|---|
| Set up my workspace after signup | Getting started |
| Follow the dashboard checklist | Onboarding checklist |
| Understand the admin app layout | Navigation overview |
| Publish my first bookable service | Create a service |
| Connect Stripe or another gateway | Payment gateways |
| Add a location, team, and employee | Manage locations · Teams and employees |
Day-to-day operations
| I want to… | Guide |
|---|---|
| Create or edit a booking | Create and edit bookings |
| View today's appointments or the calendar | Bookings page · Calendar views |
| Open a booking, series, or group class | Booking detail · Series booking · Group class |
| Add or find a customer | Customers page · Customer profiles |
| Take or refund a payment | Transactions page · Transactions and refunds |
| Cancel or reschedule | Cancel and reschedule |
| Edit a service or its schedule | Services page · Service detail · Service schedules |
Customer-facing
| I want to… | Guide |
|---|---|
| Learn what customers see in the portal | Customer portal |
| Share my portal URL or customize branding | Customer portal · General settings |
| Embed booking on my website | Booking widgets |
| Configure widgets from admin Settings | Customer portal widget |
| Share a landing page for one service | Service overview pages |
Setup deep-dives
| Topic | Start here |
|---|---|
| Receivers and locations | Receivers and locations |
| How booking layers fit together | Booking setup overview |
| Discounts and promotions | Discounts and promotions |
| Email and notifications | Notifications overview |
| Reports and analytics | Reports overview |
| Calendar sync | Calendar integrations |
Account and billing
| I want to… | Guide |
|---|---|
| Understand plans, trials, and fees | Billing and pricing |
| Manage admins and access | Users and accounts |
| Secure my account with 2FA | Profile and security |