Placyo is an AI-powered SaaS booking system designed to simplify scheduling, manage staff, and enhance customer experiences. If you’re new to Placyo, this guide will walk you through the basics so you can start managing your business more efficiently.

1. Create Your Account

• Go to placyo.com and sign up for a free trial.

• Enter your business details and create your admin profile.

• Once logged in, you’ll be directed to the dashboard, where you can manage everything in one place.

2. Set Up Your Business Information

Navigate to Site Settings → Business Info and add:

• Business name, address, and contact details

• Logo and branding (for your booking page)

• Business working hours

This information appears on your public booking page.

3. Add Services

Go to Manage Services and create your first service. For each service, you can define:

• Service name and description

• Duration (e.g., 30 min, 1 hour)

• Price (fixed, hourly, or deposit-based)

• Staff availability

4. Add Staff Members

If you have a team:

• Go to Manage Staff

• Add staff profiles with working hours and assigned services

• Staff can have individual schedules so customers can book them directly

5. Customize Your Booking Page

Under Appearance / Preferences, you can:

• Add your brand colors and logo

• Customize booking form fields (e.g., phone number, notes)

• Enable or disable guest bookings

Your booking page URL will look like:

https://placyo.com/yourbusiness

6. Enable Payments

Placyo supports multiple payment methods:

• Online payments (via Stripe, PayPal, or other gateways)

• Deposits and prepayments

• Offline payments (pay on arrival)

To set this up, go to Payment Settings in your dashboard.

7. Automate Notifications

To reduce no-shows, enable:

• Email reminders

• SMS reminders (via Twilio integration)

• Custom notification templates

8. AI-Powered Insights

Placyo’s AI features help you:

• Predict busy times and optimize staff schedules

• Send smart reminders based on customer behavior

• Analyze booking trends to grow your business

9. Test Your Booking Flow

Before going live:

• Visit your booking page as a customer

• Book a test appointment

• Confirm that you receive notifications and that the appointment appears in your dashboard

10. Go Live

Once tested, share your booking link with customers via:

• Your website

• Social media

• Email signature

• QR codes