Start here: set up Cobbtree in about 10 minutes

Cobbtree is your calendar, till, Marketplace listing and website in one place. This checklist gets a new account ready to take bookings. Do it on the web at partners.cobbtree.com.

There is no separate setup wizard. Work through the list below, then use Today for the day-to-day shortcuts.

Before you start

You need a Cobbtree for Business account. If you picked a plan on cobbtree.com before signing up, that plan is already on the account, including any free trial.

Your setup checklist

1. 1

   Sign in at partners.cobbtree.com with your work email and password. See Sign in to Cobbtree for Business.
2. 2

   Check your business details. Go to Settings → Business details and add your name, logo and links. This is what customers see.
3. 3

   Check currency and region. Go to Settings → Currency and region. You cannot change the currency after a booking or a payment, and past amounts stay in the currency you used.
4. 4

   Add your locations and opening hours. Go to Settings → Locations.
5. 5

   Create your services. Open Services and select Add +.
6. 6

   Add your team and their working hours. Go to Settings → Team, then open Rota. Each person needs working hours before they appear in online booking.
7. 7

   Connect Stripe so you can take card payments, deposits and no-show fees. Go to Settings → Payments.

Your Today page

After you sign in you land on Today. The Quick actions row is for the jobs you do most often:

1. 1

   New booking
   
2. 2

   Take payment
   
3. 3

   Add client
   
4. 4

   Block time
   
5. 5

   Add product sale
   
6. 6

   Create offer
   

What your customers see

Once a location is listed, customers can find you on cobbtree.com and book from your website or the Cobbtree app. Being listed and taking online bookings are separate: you can be listed without taking online bookings, and you can take bookings without appearing in search.

Related: Set up your business profile · Add your locations · Create a service · Add your team