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Onboarding Checklist

Syncli is designed so you can move from setup to live bookings quickly. Use this checklist to cover the essentials.

Syncli store link copied from the app during setup

Publish your store link early so you can test the booking journey from the same path customers will use.

The onboarding flow should leave you with a live storefront, clear service pricing, and connected booking and payment tools.

Core setup​

  • Add your store or business details
  • Upload your services, pricing, and any products you want to sell
  • Set your operating hours or availability
  • Review how your public booking flow should look to customers

Connections​

  • Connect your WhatsApp Business workflow so Syncli can support chat-led bookings
  • Connect a payment provider so you can accept deposits and online payments
  • Confirm which payment methods you want customers to use

Before going live​

  • Test the booking flow from the customer side
  • Confirm payment success, cancel, or redirect flows make sense
  • Review reminder and communication timing
  • Make sure your store information, services, and prices are accurate

Syncli's public messaging focuses on getting businesses live quickly: upload services, connect WhatsApp, connect payments, and start converting customer conversations into bookings.