Getting started on POB

Below you can find a checklist for the first steps to get started on the Projekt Open Books app.

Step 1: Set up your policies

First, you should navigate to your policies page. On mobile, this can be found under settings (the gear icon), on tablet and larger screens, on the policy page (nested in the side navigation between your calendar and billing). Set and save your booking, deposit and cancellation policy. Without this, you won't be able to build your booking form.

Step 2: Build & publish your booking form

Navigate to your public profile (person icon in the navigation bar) and click the button "Edit form". This is the page where you can build your own booking form. The sections are set up for you, if you don't have questions in a specific section, it will later be hidden on your public booking form. We recommend sticking to the predefined questions, as any responses to these questions will be better presented to you later. However, you can also use custom questions in case no predefined question works for you. Once you added a question, you can edit the label and sub-label by simply tapping on it.

Once you are happy with your booking form, you can click save to publish your form. You can find more details in our blog post here: Build your own custom tattoo booking form.

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Step 3: Open your books

Next, go to the dashboard and open your books by tapping on the toggle next to Books closed. Now your books are open and you can take bookings via Projekt Open Books! To share your bookings link, navigate to your public profile and tap on the share button in the top right corner. Here you can copy your public booking link.

You can find more details in our blog post here: Publish your profile & share your tattoo booking form.

Step 4: Create your payment account

Finally, navigate to the billing page and click the button below to launch Stripe to setup your payment account. Any deposit collected will be processed via Stripe. This is also the place where you can see how much money you have collected and where you can adjust your payout schedule.

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You can find more details in our blog post here: Set up Stripe to manage your tattoo payments.

If you have any questions, please get in touch with us. We are so excited to have you on-board!