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Getting started

Your business profile and onboarding

Six short questions before a new workspace’s dashboard opens; the recommendations everywhere follow your answers.

Zack Lam
Authored by Zack LamFounder, doTask
A smiling barista behind the counter
Getting started
Read it in the appThe same article opens from Help inside app.dotask.io, beside the screen it describes.

The first time the owner or an admin opens a new workspace, doTask asks about the business: its name, website, country and currency; the industry; what it sells and where it meets customers; up to three goals; the team size and the languages customers write in; and which customer details to keep. Moderators and agents are never asked and keep working as usual. Workspaces that existed before this onboarding are never held for it; their owners can answer it any time from Settings → Business profile.

  1. Answer each step and press Continue; your answers are saved as you go, so you can leave and come back.
  2. Customer details to keep: the contact properties and customer tags businesses like yours use, ticked. Untick what you do not need. Those that already exist are left as they are.
  3. Your starter plan: the first steps we recommend, in order. Finish takes you to the dashboard, or straight to a step.
  • Finishing sets only what is not set yet: your booking words (stylists, appointments, clients) while bookings were never set up, the invoice country and home currency, and the AI Agent language hint when your customers write one language other than English. Bookings stay off; nothing is sent.
  • The AI Agent asks for the details marked Asks when it fits a conversation, if you leave that box ticked; health details it never sees. Change it under AI Agent → Configure.
  • Recommendations in Automations, Bookings, Flows, Newsletters and the other sections put what fits your industry first, even before you have any data.

Every recommended strip offers two kinds of item: ones for your industry, first, and ones every business uses. Until your workspace has the data an item reads, its reason says who it is for (For salons: …, For clinics: …); once bookings, orders or sends come in, the reason uses your own numbers. Your goals lift what serves them: more bookings lifts the visit follow-ups and reminders, get paid on time the invoice items, more reviews the review asks, fewer no-shows the reminders. Clinic and wellness items never give medical advice and say so. Every card still only opens the normal form, filled in; nothing is saved or switched on by itself.

Settings → Business profile shows your answers and the starter plan; Edit answers opens the questions again.

Open Business profile →

See also:All documentationFAQ