Set Go Live date and review onboarding checklist

The Onboarding page in the admin dashboard sidebar is your home base while you set up Rex. It holds your target launch date, an intro video, and the Next Steps list that takes you from an empty account to taking real bookings.

Set your target launch date

Pick a date in Target launch date at the top right of the page. It saves as soon as you pick it. The date is for your own planning: it doesn't publish or switch on anything, and you can change it at any time. Preview Page next to it opens your booking site in a new tab.

The Ready to Roll? card below has two buttons, Watch intro video and Concierge Onboarding, for a short tour of Rex and for booking onboarding help.

Work through Next Steps

Next Steps lists the setup tasks in order, with a progress bar showing how many are done. View Guide on a row opens its walkthrough video or help article in a new tab. Click Complete when you've finished a task, or Undo if you marked one by mistake.

• Set Go Live Date: pick your target launch date, as above.
• Branding and Global Settings: set your logos, colors and account-wide settings.
• Create Your Venue: add the venue's name, location and contact details.
• Create Resources: add the lanes, bays, tables or rooms guests book.
• Build Your First Package: create the activity guests will actually book.
• Set Up Payment Processing: connect your payment processor so you can take payments.
• Watch Host App Training: learn how staff run bookings and check-ins in the Host App.
• Go Live with Rex: run the final checks and start taking real bookings.

Marking a task complete only tracks your progress; Rex doesn't check the setup for you. When every task is done, work through the go-live checklist before you open your venue to guests.