Help center › Getting started
Your first day with Rowan
Rowan lives inside your CRM account. Everything you set up in Rowan uses the clients, calendars and team you already have there. The account owner sees a setup checklist at the top of POS settings; work down it in this order.
- Choose your business type and starter menu. See Choose your business type.
- Hours of operation. Set in the same steps; your booking calendars follow them. See Hours and booking calendars.
- Business name, tax and receipt message. In POS settings › Business & receipts. See Sales tax.
- Connect your card terminal. See Card payments and your terminal. For invoices and payment links in your CRM, see Online payments in your CRM.
- Set up a station and open its cash drawer. See Stations and drawers.
- Add your team and give each person a PIN. See Team, roles and PINs.
- Add or import your services and products. See Import your menu.
- Optional: turn on your online booking page, match booking calendars to services, turn on automations, add a receipt printer.
- Ring your first sale. See Ring a sale.
Each step turns green when it's done. The count at the top covers the required steps; optional steps are listed with how many are left. Once the required steps are done you can Hide the checklist. To bring it back, click Show setup checklist at the top of POS settings.