Client onboarding

Collect everything needed to configure the client’s booking system.

This form is built around the easier BitBytes model: one universal booking engine that changes behavior based on the business’s own service, intake, follow-up, and notification preferences.

Business setup form

Business profile

Client ID Use this as the unique key for the client configuration. Business name *

Contact name * Contact email *

Contact phone Website URL

Services and scheduling

Services offered *

Business hours Service area or locations

Appointment length options Booking approval style

Customer intake form

Intake questions customers should answer

Require phone number from customer? Require email from customer?

Follow-up and notifications

Confirmation method Reminder timing

Business notification email Business notification phone

Preferred follow-up rules

Calendar and tool access

Current calendar or scheduler Google account available for connection?

Connection notes

Branding and extra rules

Tone and style Social links

Extra notes

What this form should power next

A client profile row in your master config sheet
A hosted booking page tied to that client ID
Notification rules for that specific business
Calendar routing and follow-up timing

Best practice Do not try to let AI invent the whole platform for each client. Use this form to fill templates and settings inside one universal system.