Set Up Your Organization
Finish the practical setup after creating your organization, from payment defaults to your first booking.
Use this checklist after your organization, first location, and initial members are in place. It replaces the old guided tours with a written setup path you can revisit at any time.
Recommended order
Set payment behavior first, activate the extensions you need, then create a real booking and test the workflow from that booking.
Already covered elsewhere
This page does not repeat location setup or member invitations. If you still need those, start with Create your first location and Invite members.
Before You Start
You should know:
- Which offline payment methods your studio accepts, such as cash, terminal, or bank transfer
- Whether you want online payments through Stripe
- Whether payments should count as revenue immediately or after review
- Who on the team should review money before reporting relies on it
Most payment and extension setup requires an Owner, Admin, or Manager role.
Setup Checklist
- Create and classify offline payment methods
- Choose payment defaults and verification behavior
- Activate the extensions your organization needs
- Create your first booking from the calendar
- Record or request a payment from the booking
- Verify payments before relying on reports
1. Create Payment Methods
Go to Settings → Organization → Offline Payment Methods.
Create the manual methods your team actually accepts:
- Cash
- Card terminal
- Bank transfer
- Other local methods your studio uses
Keep names short and practical because staff will see them when recording payments on bookings. If the form asks for a method type, choose the closest match so reporting and filtering stay useful.
Keep the list operational
Add the methods staff should select during real payment entry. Archive methods you stop using instead of deleting history.
2. Choose Payment Defaults
Go to Settings → Organization → Payment Settings.
Review these settings:
- Default offline payment method: the method pre-selected when staff record an offline payment
- Default tax behavior: the tax value pre-filled when creating payments
- Salary period start day: the day used for salary-period reporting presets
- Auto-verify online payments: whether Stripe payments become trusted automatically
- Auto-verify offline payments: whether manually recorded payments become trusted automatically
For most studios:
- Enable auto-verification for online payments
- Keep auto-verification disabled for offline payments
- Verify offline payments manually after checking the money was actually received
See: Payment Settings
What verified means
Only verified payments count as revenue in TatTool. Recorded payments are saved, but they stay out of revenue insights until they are verified.
Use manual verification if a trusted person should check payment records before revenue updates. Use auto-verification only when your process is controlled enough that payment records can be trusted immediately.
See: Payment Verification & Approval
3. Activate Extensions
Go to Extensions in the left navigation.
Install only the tools your organization needs:
- Stripe Payments for online payment links, deposits, and card payments
- Resend Email or Twilio SMS if you want to send messages from TatTool
- Digital Consent Forms if you want forms attached to bookings
- Ink Registration if you track inks used on bookings
Some extensions work immediately. Others need account setup or credentials.
See: Extensions
4. Create Your First Booking
Go to Calendar.
Create a booking by:
- Dragging on the calendar
- Clicking Create
- Pressing
Cmd + I
Choose Booking as the event type, then fill in the operational details:
- Date and time
- Location
- Participant or artist
- Client email
- Optional client name and phone number
- Description and price
- Any flow that should run for this booking
The booking becomes the source of truth for the appointment. Payments, media, consent forms, ink registrations, history, and flow logs all live from the booking.
See: Bookings
5. Add Payments From The Booking
Open the booking, then go to the Payments tab.
Use:
- Offline payment when money was received outside TatTool, such as cash, terminal, or bank transfer
- Stripe payment request when you want to send a client an online payment link
Payments should represent real money events. If you want to collect a deposit now and the remaining balance later, create separate payment records for each money event.
See:
6. Verify And Review
Go to Finance → Payment verification.
Use this page to:
- Review recorded payments by day
- Verify payments that should count as trusted revenue
- Catch duplicates, wrong methods, or incorrect amounts before reporting relies on them
After verification is in place, review revenue and reporting behavior so your team understands why a number appears in Insight.
See:
What To Do Next
Create your first booking
Learn the full booking workflow, including conflicts, clients, payments, media, and booking actions.
Set up payments
Choose defaults, payment methods, and verification behavior for your organization.
Activate extensions
Install Stripe, messaging, consent forms, ink registration, and other optional tools.