Account Setup

Creating Your Account

1. Go to app.busybook.co and click Sign Up
2. Enter your email and create a password
3. Verify your email address
4. You’ll be taken to the setup wizard

Setup Wizard

The setup wizard walks you through configuring your practice. Here’s what each step covers:

Step 1: Agreements

Review and sign the Terms of Service and Business Associate Agreement (BAA). The BAA covers HIPAA compliance for handling client health data.

Step 2: Practice Profile

Enter your practice details:

• Practice name — how your business appears to clients
• Your name — your professional name
• Phone number — your business phone
• Address — your practice location
• License number — your massage therapy license
• Bio — a short description for clients

Step 3: Services

Add the services you offer:

• Service name — e.g., “Swedish Massage”, “Deep Tissue”, “Hot Stone”
• Duration — session length in minutes
• Price — what you charge for this service

You can add, edit, or remove services at any time from Settings > Services.

Step 4: Business Hours

Set your weekly availability:

• Toggle days on/off
• Set opening and closing times for each day
• The assistant and scheduling system respect these hours

Step 5: Booking Policies

Configure how bookings work:

• Cancellation policy and notice period
• Whether to allow same-day bookings
• Buffer time between appointments

Step 6: Messaging

Connect your messaging channels:

• iMessage — connect via BlueBubbles for client texting
• SMS — coming soon via Twilio

Step 7: Import Clients

Bring your existing clients into BusyBook:

• Upload a CSV file with client names, emails, and phone numbers
• Or add clients manually one at a time

Step 8: You’re All Set!

Your practice is configured and ready to go. Next: meet your assistant.

After Setup

You can change any of these settings at any time:

• Settings page — practice profile, account settings
• Services page — add/edit/remove services
• Scheduling section — business hours, reminders, automations