This is the complete walkthrough for the Full business path — a site that takes bookings, accepts card payments, and captures leads. If you'd rather get a simpler marketing site live first, see Landing Page Setup instead.
Where to Find This
Services → Onboarding tab (in the left-hand menu)
The Onboarding tab only becomes available once you've created your account and chosen a plan. Until then, signing in shows a "Your business, up and running in minutes" welcome screen in place of your dashboard — no sidebar, no tabs, just a Choose a plan & start free trial button. See Create Your Account & Choose a Plan first.
Setup runs as a series of guided steps. Your progress saves automatically after each step — a small Progress saved note appears each time — and a bar at the top shows Step X of Y with the current step's name, so you always know how far along you are.
Step 1: Business Profile
The first screen is headed Getting Started, with the line "Tell us about your company and we'll create your website." You'll fill in two fields:
- Company Name – Your company's legal or trading name (3–50 characters; a counter shows your length).
- Your Website Address – Type the first part of your web address into the box; the fixed .bizzly.net ending is shown beside it. For example, typing
yourcompanygives youyourcompany.bizzly.net.
As you type your address, we check whether it's free and show one of these under the box:
- ✓ Available – you're good to go
- ✗ Already taken – someone has it; pick another
- ✗ Invalid format – see the rules below
If your choice is taken, a Suggested alternatives: row of clickable options appears — tap one to use it.
Your address must be 3–63 characters, use only lowercase letters, numbers and hyphens, start and end with a letter or number, and can't contain two hyphens in a row. The Create My Website button stays disabled until your address shows ✓ Available.
When you're ready, click Create My Website (it briefly shows Creating…). This creates your site.
Choose Your Path
Right after your business profile, the wizard asks "What would you like to build?" with the line "Choose the setup that fits your goal. You can always reset and switch later."
You'll see two cards:
- Full business — Bookings, payments & CRM
- Landing page — A marketing site with a contact form
For this walkthrough, click Choose Full business (the button briefly shows Setting up…).
This choice is a fork in the road, not a numbered step — so the progress bar is hidden here on purpose. Once you choose Full business, the numbered steps below appear and the progress bar returns.
Step 2: Choose Design
This screen is headed Choose Your Launch Pack. Each launch pack is a ready-made site for a type of business, complete with pages, services and content.
Move your mouse over a card (or tap it on a touchscreen) to reveal its buttons, then click the green Use Launch Pack button. Preview opens that pack's live demo in a new tab instead. Clicking the card itself does nothing — it has to be the Use Launch Pack button.
A short spinner reads "Preparing your launch pack…" and the wizard moves you straight on. Choosing a pack doesn't build anything yet — it lines up the pack's services, pricing and schedule for you to review later, at the Configure Business step.
For a closer look at the packs on offer, see Choose Your Design (Launch Pack).
Step 3: Connect Payments
This screen is headed Connect Stripe Payments. It connects Stripe so you can take card payments and run subscription plans.
- Click Connect with Stripe.
- Follow Stripe's secure setup — it asks for your business details, a bank account for receiving money, and identity verification.
- When you're done, the screen shows a green Stripe Connected card (with a note about the currency your prices will use). Click Continue to move on.
You'll know a connection worked when you see the green Connected card and a Continue button — there's no separate Save step.
Step 4: Connect Calendar
This screen is headed Connect Google Calendar. Linking your Google account lets customers book online, with appointments kept in sync automatically.
- Click Connect Google Calendar and sign in with your Google account.
- Once linked, a green Google Calendar Connected card appears. Click Continue.
Step 5: Configure Business
This screen is headed Configure Your Business. Here you review and customize your services, subscription plans, and availability settings — all of it filled in from the launch pack you chose. Change anything you like now, or leave it exactly as it came.
You may briefly see "Preparing your launch pack…" when this screen first opens. That's your pack's pricing being finalized in the currency your connected Stripe account settles in — it isn't the build itself, and it only takes a moment.
This step has one button: Continue. There's no way to skip it, because clicking Continue is what actually builds your site — your pages, services, pricing and schedule are all created at this point.
- Look through the services, plans and availability shown.
- Click Continue. The button changes to Setting up… and a build screen takes over, ticking off each stage as it finishes.
- When the build is done, the wizard moves you on to the next step automatically.
For what the build screen shows and how long it takes, see Choose Your Design (Launch Pack).
You stay on this step and see a message explaining what happened — for example "We hit a problem setting up your site. Your configuration is saved — please try again." Nothing you entered is lost, so click Continue again. If setup is simply taking longer than expected, the message says so and asks you to wait a moment before retrying.
If your settings were changed in another tab (or by a colleague) while you were working, a warning banner tells you your last edit couldn't be saved and that the configuration below has been put back to the last saved version. Click Reload, check nothing's missing, re-apply anything that is, then click Continue.
Step 6: Configure Integrations
This screen is headed Configure Integrations. CRM and analytics live here now, and both are optional in Full business setup — Payments and Calendar are already done by this point.
It shows the same connection cards as the Integrations tab: Google Calendar Integration and Stripe Connect already show green and connected from the steps you just completed, alongside HubSpot Integration and Google Analytics for you to set up now or leave for later.
- Click Connect HubSpot to start capturing form submissions as leads in a CRM — your launch pack's contact form is created for you the moment it connects. See Connecting HubSpot CRM.
- Click Configure Google Analytics to add visitor tracking. This needs a Standard or Pro plan — on the base plan this card shows a Standard Plan Required panel instead of a Configure button. See Adding Google Analytics.
- Click Continue when you're ready to move on — it's always enabled here, whether or not you've connected anything.
Nothing on this screen is required to finish setup. Connect HubSpot and Google Analytics later, any time, from Services → Integrations — see Managing Your Connections.
Step 7: Launch Site
The final screen is headed You're All Set! It lists everything you've configured — your business profile, payments, calendar, design, services and integrations.
From here you can:
- Edit Website – open the website editor to customise your pages (on a laptop or desktop screen).
- View Live Site – open your published site in a new tab.
- Dashboard – go to your full Services dashboard.
Your website is now published at yourcompany.bizzly.net. Share the link with customers straight away, or keep customising from your dashboard.
After Setup
With the basics done, you might want to:
- Customise your pages, logo and colours in the Website Editor tab
- Fine-tune services, plans and availability in Services → Bookings → Booking Management
- Adjust search settings in the SEO Settings tab
- Connect your own web address from the Custom Domain tab
Explore the other articles in this support centre to learn more about each area.