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The Setup Wizard

The first time you sign in to BookingFlow, a full-screen setup wizard welcomes you. It walks you through three short steps: a welcome, importing your existing bookings, and setting up your accommodation types.

The wizard's left sidebar shows where you are:

  1. Welcome — Get started with BookingFlow
  2. Import Data — Bring in your existing bookings
  3. Accommodations — Set up your property types
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You only see the wizard once, on your first login. Everything it configures can be changed later — accommodation types from Account → App Setup, and imports from Account → Data Import.

Step 1 — Welcome​

Press Get Started to begin. By continuing you agree to the Terms of Service and Privacy Policy (linked at the bottom of the wizard).

Step 2 — Import Your Data​

Bring in your existing bookings to get started faster. The import uses a simple four-step flow — the same one described in Import your existing data:

  1. Download the CSV template (Download Template)
  2. Fill In your historic booking data
  3. Upload the completed CSV (click to choose a file, or drag and drop)
  4. Done — "Your data is now importing and should be available shortly."

Press Next when the upload succeeds, or Skip this step if you'd rather start from a clean slate and import later.

Step 3 — Set Up Accommodations​

Add the types of accommodation your property offers — for example Deluxe Tent, Standard Touring Pitch, or Static Caravan. For each type you give it:

  • an Accommodation Name
  • a Group (Tent, Room, Tourer, Motorhome or Static — this drives colours and reporting)
  • Included People — how many guests the price already covers; extra guests are charged as adults/children/infants when pricing

This is the same form you'll find later under Account → App Setup, so you can add more or edit them at any time.

Press Finish Setup and you're in the app — the Dashboard is your new home page.

What's next?​