Initial setup (owner)

Use this checklist during your first week with Adatis. Set aside about 45 minutes.

1. Studio unit (address)

1. Menu Team → Units.
2. Open the default unit (e.g. Main branch).
3. Check the phone number, address and the Client information text (shown in booking confirmations).
4. Set the opening hours (clock icon) — see the Studio hours guide.
5. Save.

2. Team

1. Team → Professionals — add everyone who sees clients (name, phone, calendar color). See Add professional.
2. For each professional, set their weekly schedule (calendar button in the list).
3. Team → Users — create logins for your receptionist and manager if applicable. See Manage users.

Important

Any professional who uses the system needs a linked user account. A freelancer without system access can exist as a professional on the schedule only.

3. Services and products

1. Catalog → Services — name, duration (minutes) and price. See Add service.
2. Salon with multiple areas (hair, nails…)? See Organize services by category.
3. Catalog → Products — resale items (shampoo, etc.) with minimum stock if you track inventory. See Add product.
4. Catalog → Bundles — promotional packages combining two or more services. See Service bundles.

4. Integrations (optional, recommended)

1. Settings → Integrations.
2. Install Asaas, Mercado Pago or PagBank to accept PIX on service orders and booking deposits.
3. Follow the Connect integrations article.
4. In Settings → Payment methods, enable the options you want at checkout.

5. Quick test

1. Add a test client.
2. Book an appointment for tomorrow.
3. Open a service order and complete it (even without PIX, just to learn the flow).

Done — your studio is up and running. Share the access guide with your reception team.