Most of setup is under Settings, and the order matters: taxes and policies before products, payments before you sell, team last so people arrive to a working account. Each step links to the full guide. Budget an afternoon.
1. Who you are
Settings → General: name, slug, time zone, legal business name and organization number (they print on receipts), country, currency, address, and contact details. Then Branding for your logo. See Organization.
2. Taxes
Settings → Taxes: one tax group per VAT rate you use, each with its ledger account, and a default per category (accommodations, fees, events, services, products). Prices in SERVOS are tax-inclusive, so this is what decides how VAT is extracted. See Taxes.
3. Cancellation policies
Settings → Policies: your terms for stays, tickets, and bookings, with a default per category. See Cancellation policies.
4. Payments
Settings → Payments: connect SERVPAY and finish the onboarding so you can take cards; add your external payment methods (cash, bank transfer, invoice); register card terminals if you have them. See Payments and terminals.
5. Your first module
Whichever you run:
- Rooms: Setting up accommodations, then Availability and pricing.
- Bookings: Setting up services and Resources and availability.
- Events: Creating an event.
- Things sold at the counter: Products and variants.
- Clip cards: Passes.
Everything starts as a draft. Publish when it's ready.
6. Team
Settings → Users: invite colleagues with the right role. Owners and admins change settings; members run the desk. See Team and roles. Point front-desk staff at Front desk basics.
7. Test it
Make a booking at the POS on a test customer, take a card payment, find the order, download the receipt, and refund it. Then book the same thing online through your public page and watch the emails arrive. Ten minutes here finds most setup mistakes.
Common questions
Booking sites? After the above. Settings → Sales Channels, once SERVOS has enabled the channel manager for you. See Sales channels.
Coming from another system? Import your history once accommodations and rooms exist. See Migrating from another system.
Something is wrong and I can't tell what. Press the Help in the header and ask. See Getting help.
