This guide covers the shortest practical setup path for a new business in Naayya.
The exact order can change depending on whether you offer classes, appointments, retail, or all three.
1. Check your business profile#
Go to Admin > Settings > General.
Review:
- Business name and public slug
- Timezone
- Currency
- Logo and banner
- Public listing visibility
- Contact details and social links
The timezone and currency affect schedules, booking times, payments, and reports. Set them before creating a full timetable.
2. Add locations and resources#
Go to Admin > Settings > Locations or Admin > Locations.
Create each place where customers attend sessions. Add resources when capacity depends on rooms, courts, equipment, chairs, workstations, or other bookable spaces.
Use resources for anything that should not be double-booked.
See Manage Locations and Resources.
3. Invite the right staff#
Go to Admin > Staff or Admin > Settings > Staff.
Invite people with the access they need. Teaching access and admin access are related, but they are not the same thing.
Use:
- Staff for people who need access to the business workspace
- Teaching Operations for people who need a public teaching profile, payroll setup, or teaching stats
- Roles & Permissions when you need to understand what someone can see or change
See Adding Staff Members.
4. Create bookable sessions#
If you run classes, go to Admin > Classes and create the first class series.
If you run one-on-one appointments, go to Admin > Appointments > Services and create appointment services, resources, and availability.
Before publishing, check:
- Location or resource
- Teacher or provider
- Capacity
- Schedule
- Booking window
- Whether customers can book online
See Creating Classes or Create Appointment Services.
5. Create products customers can buy#
Go to Admin > Products.
Create the products that match how you sell:
- Drop-ins for single purchases
- Bundles or packs for prepaid credits
- Memberships for recurring access
- Appointment packages for appointment credits
- Physical products for retail
- Gift cards for prepaid balance
For class-based products, review class coverage before you share the offer. Regular passes cover standard classes by default, while workshops, experiences, events, and intentionally narrow offers need explicit coverage.
See Product Types Overview and Class Coverage for Products.
6. Set up payments#
Go to Admin > Settings > Get Paid.
Connect your payment account and complete any required verification. Customers can only pay online once payment setup and the relevant capabilities are ready.
If you also take cash, bank transfer, or other offline payments, review how those are recorded so reports stay clear.
See Set Up Get Paid and Record Offline Payments.
7. Review booking rules and policies#
Go to Admin > Settings > Booking Rules and Admin > Settings > Policies.
Review:
- Guest checkout
- Payment mode
- Booking windows
- Cancellation rules
- Refund or forfeiture behavior
- Waivers and terms, if required
Put constraints next to the workflow they affect. For example, set cancellation rules before customers rely on them.
See Booking & Checkout Settings, Booking Policies, and Waivers & Terms.
8. Share your schedule or storefront#
Customers can book from your public business page, direct product links, and website embeds.
Use:
- Admin > Settings > Website Embed for the schedule widget
- Admin > Shop for product storefront links
- Admin > Gift Cards for gift card sales
See Website Integration and Share Your Products Online.
9. Run one test booking#
Before sending links to customers, make one test booking from the customer side.
Check:
- The right class or appointment appears
- The correct products are offered
- Checkout uses the expected payment mode
- Confirmation messages make sense
- The booking appears in Admin
- Attendance or appointment management works afterward
After that, you can invite customers, add your website embed, and start operating from the live workspace.