Quickstart

Your company was created when you signed up. Sign in to your dashboard and you’ll land on the Overview — your key metrics at a glance. The left sidebar is how you move between scheduling, calendars, services, forms, team, and settings.

Work top-to-bottom — each step builds on the last:

1. Create your calendars. Go to Calendars and add one for how your business is organized — by team, location, service area, or specialization. A calendar is where bookings land.
2. Add your services. On the Appointments page, create your service types (e.g. “Labor Only,” “Deep Clean”). Give each a name, description, and pricing — fixed or hourly, with an optional deposit — then assign it to the calendars where it should be bookable.
3. Build intake forms (optional). Under Forms, create reusable forms to capture the details you need for a job, and connect them to a service type.
4. Invite your team. On the Team page, add your workers with their role, position, and pay. They receive an invite to the Helprs mobile app, where they claim jobs and clock in.
5. Take your first booking. Open Scheduleand click a date to launch the scheduler. It walks you through customer → service → date & time → location → details → team → payment → confirm.

The in-app Tutorial is an interactive, guided walkthrough of exactly these steps — it highlights each screen and button as you go, and even opens the scheduler for you to try. Look for the Tutorial item in your account menu:

You can relaunch it any time — it’s the fastest way to get comfortable.

• Get paid. Connect Stripe under Settings → Payments to take deposits and balances.
• Let customers book you. Publish your booking page under My Site, or embed it on your own website.
• Bring Helprs into your AI assistant. See the AI Connector to ask about your business and reconcile QuickBooks or Xero in Claude.