Set up your business in 10 minutes

When you open Utopia for the first time, Home shows a Getting started card. It lists what is left to set up. Each row opens the right page. A row gets a check mark when it is done, and the card goes away once every step is done.

Before you start

• Only owners and admins see the Getting started card.
• Have your business phone number and address ready.

Steps

1. Go to Home.
2. Tap Business details in the Getting started card. Fill in your Business name, Phone and Business address, then tap Save changes.
3. Tap the Brand tab on the same page. Tap Upload logo, pick a button color, and tap Save changes. This step is not on the checklist, but your logo shows on quotes, invoices and your booking page.
4. Go back to Home and tap Your services. Tap New service and add what you sell with its prices. Your menu starts empty. This step gets its check mark once you save your first service. See Add your services and prices.
5. Tap Your booking link. This opens Settings → Online booking. Check that the switch at the top says Taking online bookings. If it says Online booking is off, turn it on and tap Save changes. See Turn on online booking.
6. Tap Add a customer to add your first customer, or import your list.
7. Tap Book a job to put your first appointment on the calendar.
8. Tap Take card payments. This opens Connected apps, where you connect Stripe or Square so customers can pay by card. See Connect Stripe.
9. Tap Invite your team if other people work with you. Skip it if you work alone.

Didn't work?

The Getting started card isn't on Home

It only shows for owners and admins, and it goes away once every step is done. Your teammates see a short welcome card instead.

Business details won't check off

The step needs a business name, a phone number and an address. Fill in all three and save.

Your booking link has no link

Your link appears once your business has a web address name. If it stays empty, use Help → Talk to a person.