Skip to main content

Onboarding Your Business

Before any reminder can go out, Recurr needs a few things from you. The setup page walks you through them in order. You can change everything later in Settings.

Required steps​

  1. Business profile. Enter your business name and full mailing address. These appear in the footer of every reminder email, which the law requires for marketing email. See Business Profile.
  2. Services. Add each service you offer and how many months until a customer is due again. See Services.
  3. Booking link. Connect your Cal.com account and choose the booking page customers open from a reminder. See Connecting Cal.com.

Optional step​

  1. Knowledge base. Add answers the AI can use when drafting replies to customers, such as prices, service area and hours. You can skip this and finish it later under Knowledge. See Knowledge Base.

Recurr opens once steps 1 to 3 are done.

Things to know​

  • Only an owner can complete setup. Staff who sign in before it's done see a message asking an owner to finish.
  • Before your first launch, disconnecting Cal.com or turning off every service sends you back to the setup page.
  • After your first launch, it doesn't. The dashboard stays open and a banner warns you instead, because your existing customers and history don't depend on it. Reminders quietly stop sending until you fix the missing step.