When your system is ready, Monocraft sends you the address of your Owner Portal (it ends in /owner), your Login ID and a temporary password.
- Open the Owner Portal address. Enter your Login ID and the temporary password, then press Sign in.
- On Choose your permanent password, enter the Temporary password, then a New password of at least 15 characters, twice.
- Press Save password. You arrive on the Overview.
At the top of the Overview is Getting started: seven steps, in the order we suggest.
- Check your services and prices: see Set up your services and prices.
- Set your business hours: see Business hours, closures and public holidays.
- Add your team: see Add workers and get them signed in.
- Add your company details: registered name, address and tax number, for invoices and receipts.
- Take payments online (optional): connect your HitPay account.
- Bring in your customers (optional): see Import your existing customers from Excel.
- Share your booking link: press Copy link and put it on WhatsApp, Facebook and Google.
Each step has a button that opens the right page. Most steps tick themselves once the data is there, for example when you add a worker. You can also press Mark as done, and undo your own tick with Not done.
When every step that is not optional is done, the list says you are ready to take bookings. Press Hide to put it away; until you are ready, Show the getting started list brings it back.
Switch between English and 中文 at the bottom of the menu. Changes to prices, invoices and settings ask for your password again if you have not entered it in the last 5 minutes.