Welcome to Goldie! This guide walks you through the basic steps to set up your business so you can start scheduling like a pro.
Set up your Goldie Account:
Create your Goldie account:
After you download the Goldie app, you'll see a login screen when you open it. There, you can log in using one of several methods. To learn more about setting up your account, check out this article.
Add your service offerings:
To create a new service, open the Goldie app and go to Menu (☰) → Services. Tap the "+" icon to add a service. Enter the service details, including the name (e.g., “Women's haircut”), price, duration, and whether it should be available for online booking. Save the new service once you've added all details. For more guidance, click here.
For more information on how to further customize your services, check out our Help Center info related to “Services”.
Create your first appointment:
To create a new appointment, tap your preferred time slot in the calendar (or the blue "+" icon in the bottom right corner) or click here. Then, add the client(s), select the desired services, and you’re all set!
If you want to learn more about creating, editing, or deleting appointments, check out our Help Center articles on "Appointments".
Set up a message reminder:
To update your reminder templates, go to Menu (☰) → Settings → Messages. Then tap the existing message template you'd like to edit (such as "Reminders"), or create a new template using the "+" button in the top right corner.
Start by updating the text you'll send to your clients in the "Template" field. You can insert custom fields that automatically update for each message you send (such as client name, appointment time, or total cost) using the purple widgets in the "Insert Field" area.
Once you've finalized the message text, you can also change the Sending Times, the Message Template, and the Date & Time Format (including choosing between the 12-hour or 24-hour options) for each message.
Customize your online booking page
Goldie provides a customizable webpage that lets you automatically accept bookings from clients 24/7. It's always updated with your latest availability.
To edit your online booking page details, go to the Menu (☰) → Settings → Online Booking. To personalize your website, click here. For more ways to tune your booking page, see Online Booking Best Practices and Recommendations.
Set up payment processing (for Pro/Pro Plus subscribers)
Goldie empowers subscribers to collect deposits from customers when they book online and accept payments and tips automatically. To activate the payment option, click here or go to Menu > Payments.
To make checking customers out and getting paid easy, see our guide on setting up payments with Goldie.
Go further with Goldie
Once the basics are in place, these features take over the work you would otherwise do by hand. Each one lists the plan it requires.
AI Receptionist
AI Receptionist reads incoming client text messages and handles them for you — booking new appointments, rescheduling, confirming, and processing cancellations, all based on your business settings. You choose which of the four request types it handles, and it steps aside the moment a client asks for a human.
To find it, go to Menu (☰) → AI Receptionist, listed under Marketing. Full guide: AI Receptionist.
Waitlist
The Waitlist lets clients register interest in a date and time when nothing is available. Goldie watches your calendar and, the moment a matching slot opens, either emails the client a Book now link automatically or notifies you to book on their behalf — your choice.
To find it, go to Menu (☰) → Waitlist, listed under Clients. Full guide: Understanding the Goldie Waitlist Feature.
Dynamic Pricing
Dynamic Pricing adjusts your service prices by time of day. Offer a discount during quiet hours to fill empty slots, or add a surcharge at peak times. Clients see the adjusted price labeled on the time slot when they book online.
To find it, go to Menu (☰) → Marketing → Dynamic Pricing. Full guide: How to set up Dynamic Pricing.
Buy Now, Pay Later
Buy Now, Pay Later lets your client split a payment into installments while you receive the full amount up front. The provider handles approval and collection, so a missed installment is never your problem. It applies to transactions over $50 for services less than 30 days away.
To find it, go to Menu (☰) → Settings → Payments → Buy Now, Pay Later. Full guide: Buy Now, Pay Later.
Loyalty Program
The Loyalty Program rewards repeat visits automatically. You set how many visits earn a reward and what it's worth; Goldie tracks the stamps, issues the reward, and applies it at checkout. Clients can see their own progress and redeem rewards when booking online.
To find it, go to Menu (☰) → Marketing → Loyalty program. Full guide: Loyalty Program.
Social Posts
Social Posts turns your 5★ reviews, photos, discounts, loyalty program, and open calendar slots into ready-to-share Instagram and Facebook posts, each with an AI-drafted caption and your booking link ready to copy.
To find it, go to Menu (☰) → Marketing → Social posts. Full guide: How to Use the Social Posts.
Still can’t find what you’re looking for? Return to the Help Center homepage to search for additional articles or reach out to us - we’re always here to help.