Getting Started Checklist

Welcome to Oakline!

Follow these steps to get your organization set up and ready to accept bookings.

1. Set Organization & Currency

Define your business details and operating currency.

• Go to Settings > General.
• Enter your Organization Name and Contact Email.
• Select your Currency (GBP, USD, or EUR). Note that this locks after your first payment!

2. Connect Payments (Essential)

Before you can take paid bookings, you must connect a Stripe account.

• Go to Settings > Payments.
• Click Connect with Stripe.
• Learn more about Payments

3. Customize Your Website

Set up your public landing page so parents know who you are.

• Go to Settings > Website.
• Add your Title, Description, and Photos.
• Customize your Landing Page

4. Add Your Staff

Invite your team so they can clock in and view registers.

• Go to Staff > Manage Staff.
• Click Add New Staff.
• Guide to Managing Staff

5. Create Sessions

Set up the activities that parents will book.

• Go to Sessions.
• Create a New Session (e.g., "Holiday Club", "After School").
• Creating Activities & Sessions

6. Test the Booking Flow

• Open your public page (link in top right).
• Try to make a booking as a parent to see how it looks!