How Onboarding Works
Getting set up with Trimly is quick and painless. We’ve designed the process to be simple for you while giving clients a seamless booking experience. Here’s what to expect:
- Create your account: Sign up for a free trial and choose your plan. We’ll send you a welcome email with a setup checklist.
- Connect your calendar: Integrate Google Calendar, Outlook or iCal so Trimly can manage your availability in real time. You can define working hours, breaks and buffer times.
- Add services & staff: Enter or upload your service menu (name, duration, price) and invite team members to join. For multi‑location salons, assign staff to specific branches.
- Link Instagram (optional): Connect your Instagram account so our AI can propose posts and promotions. You retain full control – approve or edit every post before it goes live.
- Enable payments (optional): Activate deposits, prepayments and no‑show fees via Stripe. Multi‑currency support means you can accept GBP and AED.
- Go live: Once everything looks good, share your booking link on your website and social media. Watch as appointments fill your calendar!
Watch the Transformation
The animated comparison below shows how Trimly fills quiet calendars by generating promotions and social posts for slow periods.
Support During Onboarding
Need help? Our support centre has step‑by‑step guides on everything from connecting your calendar to fixing Instagram issues. You can also chat with our AI assistant or reach a human specialist if needed.
