Setup Consultation for your software
Get OneBookPlus running right
A one-on-one session that configures your bookings, invoices, customer records and payments to match exactly how your business operates, so you start using the platform from day one rather than figuring it out alone.
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What the Setup Consultation covers
Your account, your way
Configure bookings, quotes and invoices in one session
Unlike a generic onboarding video, the Setup Consultation is a live, guided session focused on your specific business. Bishal works through your booking flows, invoice templates and customer records with you, so every setting reflects how you actually run your day rather than a default template built for someone else.
- Booking calendar set up to your schedule
- Invoice and quote templates matched to your services
- Customer records imported and organised
- Payment settings confirmed and tested
One login, everything connected
Link your website, AI receptionist and payments from the start
OneBookPlus replaces multiple separate tools with a single login. During the consultation, you connect your website, activate the AI receptionist and confirm your payment gateway, so all the modules talk to each other from the moment you go live. This is the step that separates a smooth launch from weeks of troubleshooting later.
- Website integration confirmed and tested
- AI receptionist activated and scripted to your business
- Payment gateway connected and verified
- All modules linked under your single login
Why book a Setup Consultation rather than self-serve
Configured to your actual workflow
Every setting is matched to how your business takes bookings, issues invoices and handles payments, not a generic default that you have to unpick later.
One session, everything live
By the end of the consultation, your OneBookPlus account is operational. You leave with bookings, invoices, customers and payments all connected and ready to use.
Direct access to Bishal
You work one-on-one with the person who built the platform, so questions get real answers and any adjustments are made on the spot, not logged in a support queue.
No guesswork on integrations
Your website, AI receptionist and payment gateway are tested and confirmed during the session, so you know every module is talking to the others before you go live.
Replaces multiple tool setups
Instead of configuring separate booking, invoicing and CRM tools that do not connect, the consultation sets up all of those functions inside one login in a single sitting.
Scales from sole trader to team
Staff permissions, shared calendars and customer visibility are all scoped to your current team size, with room to adjust as your business grows.
Consultation and plan pricing
Setup Consultation
One-on-one configuration session
- Live one-on-one session with Bishal
- Bookings, invoices and customers configured
- Website and AI receptionist connected
- Payment gateway tested and confirmed
- Walkthrough of your daily workflow
OneBookPlus Starter
Annual plan for small to medium businesses
- One login for bookings, quotes and invoices
- Customer records and your website included
- AI receptionist and payments built in
- No separate tools or extra subscriptions
- For sole traders through to growing teams
Migration Setup
Move your existing data across
- Existing customer data migrated in
- Records checked and organised
- Ready to use from day one
- Pairs with the Setup Consultation
“We moved Briswide Driving School onto OneBookPlus and it's been a great decision. The platform does what we need and has made running the business noticeably easier . What really stood out was the support. Rather than a one-size-fits-all setup, we got help that actually fit how our business runs day to day. Questions were answered properly, nothing felt like too much trouble, and the whole move across was smoother than we expected. If you're after a booking system backed by someone who genuinely listens and helps you get it right, OneBookPlus is well worth it!”
Setup Consultation questions answered
What happens during the Setup Consultation?
Is the Setup Consultation different from the Book Demo?
Do I need to have my plan active before booking the consultation?
How long does the Setup Consultation take?
Can the consultation cover staff logins and shared calendars?
What if I also need to move existing data across?
Ready to get OneBookPlus running properly?