Set Go Live date and review onboarding checklist
When you sign up for Rex, the Onboarding page is the home base for everything you need to do before your reservation page goes live. Start by setting your Go Live date β an internal target you can adjust at any time β then work through each item on the checklist.
Set your Go Live date
Choose a target launch date using the date picker in the top right of the Onboarding page. This date is for your own planning β it doesn't publish or activate anything automatically. You can change it whenever you need to.
Pick a date 2β4 weeks out as a first guess. It's easy to push back as you work through setup, and having a target on the page helps keep things moving.
Work through the checklist
Each item on the checklist links to a step-by-step guide. Click View Guide to open the article in a new tab, follow the steps, then click Complete to mark the item done.
- Set Go Live Date β covered above β pick a target launch date you can plan against.
- Branding and design β upload your logos, set your brand colors, choose your confirmation icon, and configure the text on your reservation page.
- Global settings β set account-wide defaults: currency, date format, time slot duration, and the 24-hour clock.
- Create Your Venue β add the name, address, timezone, and contact details for your location so guests can find and book you.
- Create Resources β add the lanes, bays, tables, or rooms that guests will book. These are the physical inventory Rex tracks to prevent overbooking.
- Build Your First Package β create the activity or service guests will actually book β name, duration, capacity, pricing, and which resources it uses.
- Set Up Payment Processing β connect Stripe or Square so you can securely accept online payments at checkout.
- Watch Host App Training β learn how your staff will use the Host App to check guests in, manage reservations, and run the venue day-to-day.
- Go Live with Rex β the final review. Once every other step is complete, preview your reservation page and start taking real bookings.
Mark steps complete
Each row has a Complete button. After finishing a step, click Complete to track your progress against the checklist. If you marked something by accident, click Undo to uncheck it.
Updated May 13, 2026
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