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Once you’ve created your account and verified your email, a handful of configuration steps make DetailAhead work the way your business actually works. This page covers every recommended setup task in order — from your business profile and opening hours through to your service catalog and team invites. None of these steps take more than a few minutes, and anything you skip now is always available later under Settings.
1

Complete your business profile

Open Settings from the sidebar and select Business Profile. Fill in every field on this panel — it feeds your invoices, your booking page, and the top of your dashboard:
  • Business name — the trading name your customers know you by
  • Address or service area — your physical address or, if you’re mobile, a description like Bristol and 15 miles around
  • Phone — your main contact number
  • Contact email — the address that appears on invoices and booking confirmations
  • Logo — upload your business logo (PNG or JPG). It appears on every invoice and on your public booking page.
Click Save changes before moving on.
Your business name and contact details are also shown to customers on your public booking page. Getting these right early means every booking confirmation looks professional from day one.
2

Set your opening hours

In Settings, select Opening Hours. For each day of the week, toggle the day on or off and set your start and finish times.DetailAhead uses these hours to control which time slots customers can choose on your public booking page — the platform will never offer a slot outside the hours you set here. If you’re closed on Sundays, toggle Sunday off and no Sunday slots will appear to customers.
Use the Copy Monday to every open day shortcut if you keep consistent hours across the week. It saves setting each day individually.
Click Save opening hours when finished.
3

Configure notification preferences

In Settings, select Notifications. Turn on the alerts that matter to your workflow:
  • New booking — fires when a customer submits a booking through your public booking page
  • Order status changes — notifies you when a job is updated (e.g. moved to In Progress or Completed)
  • Low stock alerts — triggered when an inventory item falls below its minimum quantity
  • Customer follow-up reminders — prompts you to reach out to customers who haven’t booked recently
Toggle each notification on or off according to your preference. You can return to this panel at any time to adjust your settings as your workflow changes.
4

Add your service catalog

Your service catalog is the list of services and prices DetailAhead uses when your team creates orders and when customers browse your public booking page. Without it, neither workflow can function.Go to Settings → Services (or use the Services step in the setup wizard if you’re still in onboarding). Add each service you offer with a name and price.To get you started, here are the default services that many detailing businesses use:Add these as a baseline and edit names, prices, or descriptions to match what you actually charge. You can also add photos and detailed descriptions to each service from the Store page after setup.
Every order you create requires a service from this catalog. The more accurate your catalog is, the more reliable your financial reporting will be — because DetailAhead tracks revenue per service automatically.
5

Set up your public Booking Page (optional)

Your public booking page lets customers book directly without calling or texting — they pick a service, choose a time within your opening hours, and the submission appears in your dashboard as a new entry to review and confirm.To configure your booking page, go to Settings → Store (or Store & Booking in the sidebar). Set your page heading, sub-heading, and toggle Publish the page now to make it live. Share the URL on your website, Instagram bio, or Google Business profile.
Learn everything about the booking page — custom questions, branding, and embed options — in the Store & Booking guide.
6

Invite team members (optional)

If you have staff who need access to DetailAhead, you can invite them by email address. Go to Settings → Team and enter each person’s email and their role:
  • Staff — can view and update orders assigned to them
  • Manager — can manage customers, orders, inventory, and view financials
  • Owner — full access to all settings, billing, and team management
Each invited person receives an email with a link to accept. They create their own login and are added to your workspace immediately after accepting.
The number of team members you can invite depends on your plan — Growth supports up to 5 staff, Team supports unlimited employees. See Plans & Billing for a full comparison.
DetailAhead automatically encrypts your customers’ personally identifiable information — names, phone numbers, email addresses, home addresses, and notes — from the moment you sign up. There is nothing to enable and no passphrase to manage. You can review the encryption status at any time under Settings → Security.