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Chapter 2 · The setup wizard

Finish and save the wizard

About 2 minutes

The last screen sums up your choices and gives you the two addresses to share with clients.

Finish setup tells Mankai the wizard is done, so do not close the tab before you press it.

Step by step

Get there

  1. On See who visits your website, press Continue.

  2. Finish is marked in the list on the left.

Set it up

  1. Check the summary. Studio, Logo, Money and Payments show your choices.

    To change one, press Edit beside it, then press Finish in the list on the left to come back here.

  2. Press Copy beside Booking page or Client portal to copy that link.

    Clients book a session on the booking page and sign in on the client portal. Yours show your own website address.

  3. Under After saving, take me to, choose Dashboard.

    The other choices open Packages, Weekly hours or Clients straight away.

  4. Press Finish setup at the bottom right.

  5. Wait a moment. Mankai opens the Overview page and greets you by name.

You're done when

The Overview page greets you by name, such as Good morning, Sarah. The wizard is finished. Reopen it any time under Mankai CRM, in Setup Wizard; it keeps your answers. Next: A quick look around.

If something's not right

A yellow note says the links will not open

WordPress is using plain web addresses, and these links need readable ones. Finish the wizard, then open Settings, then Permalinks, choose Post name and press Save Changes.

I pressed Exit setup

Nothing you moved past is lost. Press Mankai CRM in the WordPress menu to reopen the wizard, then press Continue until you reach the last screen.