GatiNOW White-Label Client Onboarding (Onboarding)

GatiNOW White-Label Client Onboarding (Onboarding)

1. 01

   Create a new client workspace in GatiNOW

   Log in to your agency account, navigate to the Workspaces section, and create a dedicated workspace for the client. This isolates their booking data, event types, and payment settings from other clients.

2. 02

   Configure white-label branding

   In the Branding settings, upload the client's logo, set their brand colors, and customize the booking page URL. Ensure the GatiNOW branding is removed; this requires the Lifetime Plan at 49 €, which removes all vendor branding.

3. 03

   Set up payment gateways

   Go to Payments and connect the client's preferred gateway. The Pro plan supports Stripe, PayPal, and Razorpay. Enter the client's API keys or connect via OAuth to enable payment collection at booking.

4. 04

   Create event types for client services

   In the Event Types section, create unlimited event types matching the client's offerings. For each, set duration, buffer time, and required attendee fields. Assign appropriate availability schedules with time zone intelligence.

5. 05

   Integrate client calendars

   Navigate to Calendar Sync and connect the client's Google, Outlook, or Zoho calendar. Enable 2-way sync to ensure real-time availability and prevent double bookings. Test by creating a test booking and verifying it appears on the client's calendar.

6. 06

   Configure automation workflows

   In the Automation section, set up follow-up reminders, post-meeting tasks, and invoice generation. Customize email templates with the client's tone and include their branding. Test the workflow by simulating a booking.

7. 07

   Deliver client access and documentation

   Provide the client with admin access to their workspace, or keep it managed by your agency. Document the booking flow, payment process, and how to modify event types. Schedule a handoff call to walk them through the setup.