The full setup checklist

Everything from an empty account to taking your first booking, in the order that actually works. Each step links to its own article.

The ordering isn't arbitrary. Two steps are genuinely blocked by earlier ones, and doing them out of order means going back.

The order

1. Look around first. Your first login and a tour of Flyra. Learn the sidebar and the + Create button. Five minutes.

2. Fill in your company details. Filling out your company details. Name, logo, address, country, currency, timezone. This gates step 3, so don't skip it.

3. Claim your phone number. Registering your business phone number. The area code search stays locked until step 2 is saved. This is also a one-way door: once claimed, there's no self-serve way to change it.

4. Set your hours. Setting your hours and scheduling rules. Especially Minimum Notice, which defaults to 72 hours and quietly hides your near-term availability.

5. Set country and tax rates. Country, currency and tax rates. Currency comes from country. Tax rates have to be added by hand.

6. Connect Stripe. Connecting Stripe. No Stripe, no card payments, no service plans, no Tap to Pay. Have your bank details and ID ready.

7. Build your price book. Building your price book. The highest-value hour in setup. Everything downstream gets faster.

8. Invite your team. Inviting your team and setting roles. Roles first, then invites.

Where each step lives

Almost all of it is behind the gear icon. The Settings tab bar runs Profile, Organization, Team, Access, Map, Price Book, Subscriptions, Documents, Preferences, Automations, Payments, Website, Billing, Developer.

The setup path only touches five of those: Profile, Organization, Team, Price Book and Payments. The rest can wait until you have real work flowing through the system.

Three things that trip people up

• The phone number is a one-way door. Once you claim a number, the search UI disappears and there's no self-serve swap. Read the number on the Claim button before clicking it.
• Claiming a number overwrites your Business Details phone. Flyra replaces what you typed in Phone with the new Flyra number. If you want your old line on invoices, go back and retype it after claiming.
• Minimum Notice defaults to 72 hours. If customers report no availability, this is almost always why.

When you're done

Head back to the Dashboard. It'll still be empty, because setup doesn't create work. The next thing to do is add a customer and book a job, which is where the Customers and Jobs & Scheduling collections pick up.

Next up: Adding your first customer