📄️ Prerequisites
Welcome to Vally! This tutorial will help you set up your business on Vally so you can get back to the running your operations.
📄️ 1. Create your account
To create and sign-in your account at Vally is super easy.
📄️ 2. Downloading the app
Make sure to download the app so you can easily access your business calendars and record payments on the go.
📄️ 3. Set Up Business Information
To start using Vally, first you need to complete your Business Information. To do that, head to the tab "General" in the Business Settings page.
📄️ 4. Set Up Business Policies
Follow these steps to set up your business cancellation and deposit policies.
📄️ 5. Invite and Manage Members
Learn how to invite and manage members in your business on Vally.
📄️ 6a. Set Up Stripe (Business)
Get help setting up your Stripe account with Vally.
📄️ 6b. Set Up Stripe (Individual)
Get help setting up your Stripe account with Vally.
📄️ 7. Add and Manage Resources
Learn how to add and manage your resources such as Boats and Cabins, and assign them to team members.
📄️ 8. Set Up Trips/Offers
Effortlessly add and manage your trips and offers
📄️ 9. Add-Ons & Discounts
Create and assign Add-Ons and Discounts to your offers
📄️ 10. Explore the Dashboard
Learn the basics of your homescreen
📄️ 11. Learn how customers can pay deposits
📄️ 12. Review and Manage Bookings
Learn how to review booking information, edit, or cancel bookings
📄️ 13. Collect Final Balances
Learn how to collect the remaining payment after your customer's booking has ended.
📄️ 14. Collect Gratuities and Extra Charges
To add gratuities and other extra charges, head to the Order details page, and search for the Invoice & Payments section.
📄️ 15. Issue a Refund
When you need to refund a customer, Vally makes it easy to process full or partial refunds directly from the order page. To get started, head to the order you wish to refund.
📄️ 16. Review Calendar
Quickly set up and learn all the calendar functions
📄️ 17. Review Client Directory
All your customer information
📄️ 18. Import Calendar Events
Step 1) Displaying Your Vally Calendar on Google: