# Onboarding Guide
## :wave: Greetings Call
Once you've paid your invoice, we'll need a couple business days or so to get your portal set up for you. It'll be worth the wait, we'll complete as much as we can from **Step 1** and **Step 2** for you!If you want to dig in now, I recommend documenting any changes you want to make to your Service offering and Pricing **now**. That will help speed up **Step 1**.Before we start setup, let's get on a call. No prep is generally needed unless your onboarder states otherwise.
### Meeting
#### Who
Your key decision-makers who will lead this onboarding (1-3 people)
#### Length
30-45 minutes
#### When
Within 1-3 business days of paid invoice
#### **Goals**
* Set communication norms
* Discuss Go-Live timeline expectations
* Get some branding assets
* Introduce booking and pricing to prep for[ Step 1](https://app.gitbook.com/s/-MX7OX0Z1NFp2GEYRfZo-4131523871/order-of-events/step-1)
* Ensure everyone who needs access to Tonomo right now has it
## :moneybag: Step 1: Booking + Pricing
**Step 1** is all about getting your booking and pricing set up. These reflect your revenue stream and are the foundation for all the other features on Tonomo. During account setup, we added some of your Services and Packages for you. So for **Step 1** we just want to look over that work, answer any questions and make any required changes.In addition, we're going to complete one technical item.
### **Goals**
* Everything in [Services ](https://docs.getautonomo.com/services-and-packages/services)completed.
* Everything in [Packages](https://docs.getautonomo.com/services-and-packages/packages) completed.
* Set DNS records
Haven't planned out your Services and Packages clearly yet? We put together a worksheet to help organize your offerings. [Click here](https://docs.google.com/spreadsheets/d/1c2vVPqlPNtxyQdpajiHt6XDEUmo7qkhB9Gr-7tdsK-0/edit?usp=sharing) to access it, log into your Google Account and then click **File** > **Make Copy** in the top left corner. If you don't have Google, copy/paste to Excel. The first spreadsheet is an **example** and the second is a **worksheet** for you to fill.
### When Complete
Reach out to your Tonomo onboarder and let them know. We will review your configurations and resolve any questions or issues we find by reaching out in Slack or setting a meeting.Also, see the **Prepare** section for **Step 2**.
## Step 2: Schedule, Users, and Booking Rules
### Prepare
* Password to your Dropbox account
* Password to your Square account (if you're using Square through us)
* Password to your primary calendar account (, , etc)
### **Goals**
* Login to integrated services
* [Dropbox](https://docs.getautonomo.com/order-management/delivery/asset-delivery#configure)
* Square
* [Calendar ](https://docs.getautonomo.com/scheduling/calendar-integration)(often Google)
* Connect at least [1 user calendar](https://docs.getautonomo.com/Users/add-and-configure-your-users#user-setup)
* Set [Scheduling rules](https://docs.getautonomo.com/scheduling/scheduling-configuration)
* Set [Booking Rules](https://docs.getautonomo.com/services-and-packages/booking-flows)
* Test your configurations by [creating 4-5 orders](https://docs.getautonomo.com/order-management/creating-orders-for-your-customers#booking-flow-method)
### When Complete
Reach out to your Tonomo onboarder and let them know. We will review your configurations and resolve any questions or issues we find by reaching out in Slack or setting a meeting.
## Step 3: Order Management
In **Step 3,** we want to look at how your employees will use Tonomo in their day-to-day. The Tonomo process will look different from what they're used to, but we can improve the transition by tweaking the system into something tailored to them.
### Goals
* Review all of the key features of [Order Management](https://docs.getautonomo.com/order-management/order-management-overview)
* Have a meeting with Onboarder to answer any questions and make changes
#### When Goals are Accomplished
Reach out to your Tonomo onboarder and let them know. We will review your configurations and resolve any questions or issues we find by reaching out in Slack or setting a meeting.
## Step 4: Dry Run + Refining
In **Step 4,** we're completing a booking process dress rehearsal to adjust all of the products and processes to your liking.
### **Goals**
* Walkthrough a complete order from booking to delivery using fake customer information.
* Discover all of the tweaks and changes we want to make in the portal
* Decide on a go live strategy:
* Go live to all customers at the same time
* Rollout to select customers first for feedback
* Run staff through system first for feedback
* Confirm all staff are within Tonomo and you've set their [schedules/availability](https://docs.getautonomo.com/scheduling/scheduling-configuration/photographer-availability)
## Go Live
Before you go live to your customers there are a couple of things we recommend double checking:
1. 1.Your Booking Flow settings, particularly [deposit/payment rules](https://app.gitbook.com/s/-MUkebiCddgbNFLjTeWM/services-and-packages/booking-flows#payment-settings) and what [Services ](https://docs.getautonomo.com/services-and-packages/booking-flows#services)you offer.
2. 2.Your [User's calendars](https://docs.getautonomo.com/Users/add-and-configure-your-users#adding-your-staff) are connected and their [availability](https://docs.getautonomo.com/scheduling/scheduling-configuration/photographer-availability) is set. (You will know their calendar is set if it appears in the **Schedule** section).
This will ensure that customers can book normally.
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://docs.getautonomo.com/onboarding-guide.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.