Operating ProcedureExecution layer

OpenLagoon Branded Booking Page Launch (Onboarding)

A sequence with 8 steps: Create the OpenLagoon workspace and upload the client's logo and brand colors.

By InnovaAI ResearchPublished Updated

What are the steps?

sequence

OpenLagoon Branded Booking Page Launch (Onboarding)

  1. 01

    Create the OpenLagoon workspace and upload the client's logo and brand colors

    Brand assets are applied at the workspace level, so they carry into every booking page and meeting room the client publishes. Confirm the client owns the marks before uploading.

  2. 02

    Connect Google Calendar or Outlook for two-way availability sync

    Two-way sync keeps booked slots from being double-sold. Verify timezone handling and availability rules on a test booking before inviting anyone to the page.

  3. 03

    Build the booking page with the client's service menu and meeting lengths

    The Free plan caps meetings at 5 people and 40 minutes each. If the client runs group sessions or live events up to 100 people, select Pro at $19/mo so unlimited meeting length and group meetings are available.

  4. 04

    Attach the client's own Stripe account for point-of-booking payment collection

    Payments route to the client's Stripe, and OpenLagoon takes no cut on the Free plan. Agencies cannot consolidate billing or take a platform fee on transactions, so price the setup as a service fee rather than a transaction margin.

  5. 05

    Turn on automatic email confirmations and reminders

    Reminders reduce no-shows on retainer calls and consulting sessions. Confirm the sender identity reads as the client's brand, not the agency's.

  6. 06

    Enable cloud recording and optional automatic transcription if the client wants session archives

    Recording is a Pro feature. Decide with the client whether recordings are stored for coaching or therapy compliance needs before the first live session.

  7. 07

    Map the custom domain and run one end-to-end test booking

    Book a slot as a test client, confirm the confirmation email, join the video call with no download, and check that the calendar event lands in the client's Google or Outlook calendar.

  8. 08

    Hand the booking link to the client with a one-page admin guide

    Document how the client edits availability, reschedules, and refunds through Stripe. This is the handoff point where the agency retainer shifts from build to 2h/mo maintenance.