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Getting Started
Initial Setup in 5 Steps
# 51
Last editetd on 06 August 2026

After installation, this guide walks you through the minimal setup to get JoomBook ready to use.

Step 1: General Settings

Navigate to JoomBook → Settings → General Settings.

Under Main Settings, check that all listed options such as currency, timezone and date format match your location, and adjust them if needed.

The Booking Settings and Notifications (Internal) sections already work without any changes. You can fine-tune them later.

Remember to click Save at the top after changing any settings.

Now switch to the E-Mail Notifications tab and enter your company name under Sender Name. This name is shown as the sender in outgoing email confirmations. You can leave all other settings on this page as they are for now.

Step 2: Create Your First Location

Go to JoomBook → Locations → New and create your first location. Even if you only have one location, this step is required.

Set your opening hours in the Opening Hours tab of the location.

Also define in the Payment Methods tab which on-site payment methods are accepted at this location (e.g. cash). Cash is enabled by default.

Step 3: Create a Service

Go to JoomBook → Services → New. Enter at least:

  • Service name (e.g. "60 min. Massage")
  • Duration in minutes
  • Price (can be 0 for free services)
Categories are optional. You do not have to create service categories. As long as no category exists at all, the category step is skipped in the booking form and every service is shown straight away.
As soon as you create the first category, however, the booking form only shows services that belong to a category. A service without a category can no longer be booked by customers - so when you create your first category, remember to assign all existing services to a category as well.

Step 4: Create a Staff Member

Go to JoomBook → Staff → New and create at least one staff member. Then set their availability under Working Hours.

In the Services tab, select the services this staff member offers.

Step 5: Embed the Booking Wizard

All that is left is to activate the booking form - the "Booking Wizard" - in the frontend. The next article explains how.

After installation, JoomBook automatically adds a tile to the Joomla dashboard (control panel) - one click opens the appointment overview directly. There is nothing to set up for this.

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