Your GlossGenius Setup Guide

For your new business — start to finish
Prepared for Mary Beth — April 2026

Hey Mary Beth,

Heard you've got a new business opportunity coming together — and you want to set it up on GlossGenius so it has its own pricing, its own look, and stays separate from Willow Retreat. Smart call.

This guide walks you through the whole thing: signing up, bringing over what you need from your existing site, adding your services and prices, getting your custom QR code, and (if you want) pointing your own web address at it.

Every step is written assuming you're starting from zero — no tech background needed. Where there's a gotcha you should know about, I've called it out. Where you have a decision to make, I've told you what most people pick and why.

Take it one section at a time. The whole thing should take about 2 to 3 hours total, and you can absolutely break it across days.

If you get stuck for more than 15 minutes, stop and text me. That's what I'm here for.

— Jeremy

Read This First — 3 Things to Know

Before you even sign up, here are three real things about GlossGenius that I want you to know going in. None of them are dealbreakers — but they'll save you a surprise later.

1. The owner side is mostly run from your phone

You can sign up and do basic setup on a desktop computer (and I'd recommend you do, since typing is faster). But day-to-day — checking your calendar, taking payments, answering clients — that all happens in the GlossGenius app on your iPhone or iPad. If you're a "I want to manage everything from my laptop" person, this is real friction.

2. Money sometimes gets held for a few days

GlossGenius processes your payments through Stripe (a big, legitimate payment company). Most of the time, money lands in your bank the next business day. But occasionally — usually when there's a refund dispute or an unusually large transaction — they'll hold funds for 2-7 days while it gets reviewed. Knowing this in advance means you don't panic when it happens.

3. You can't drop a "Book Now" button on your existing Wix site

GlossGenius doesn't let you embed their booking calendar inside another website. The way customers book is by clicking a link to yourname.glossgenius.com (or your custom domain, if you set one up). For a separate business with its own site, this is fine — that's exactly what we're building.

The good news

For a service-based business like yours — appointments, payments, no-show fees, gift cards, packages — GlossGenius does all the things you need, and the website + booking + QR code are all included. You don't need to wire together three different tools.

The Plan at a Glance

Here's the whole journey. You can skip ahead to any step using these links.

One important thing about accounts

GlossGenius doesn't let you run two separate businesses from one account. So this guide assumes you're creating a brand new GlossGenius account for your new business — separate from anything Willow Retreat is on. Use a different email address than your Willow business email if you want clean separation (you can always create a free Gmail like marybeth.newbiz@gmail.com just for this).

1

Sign Up for GlossGenius

10 min · Best done on a desktop or laptop

GlossGenius offers a 14-day free trial — no credit card required. You'll have plenty of time to set everything up before you decide to pay.

Click-by-click

  1. On a computer (laptop or desktop), open a web browser and go to glossgenius.com/free-trial.
  2. Click the Start Free Trial button.
  3. Enter your email address. Tip: use an email that's just for this new business — not willowretreatspa@gmail.com. If you don't have one yet, open a new tab and create a free Gmail in 5 minutes, then come back.
  4. Create a password. Write it down somewhere safe.
  5. Enter your name, phone number, and the new business name (don't worry — you can change the business name later if you're still deciding).
  6. Pick your business category. For most spa-related businesses, you'll choose Spa or Wellness.
  7. You'll land on the onboarding checklist — an 11-step list inside GlossGenius. It walks you through Website, Business Details, Services, Bank Account, and a test booking. Don't try to do it all in one sitting. Take it section by section using this guide.
Pick the right plan

You'll be asked about a plan at some point. The Standard plan ($24/month if you pay annually, $28/month if monthly) is what you want for a new spin-up. It includes the booking website, the QR code, payments, gift cards, and packages. The Gold and Platinum plans add things you don't need yet (advanced staff management, Google integrations). You can always upgrade later if you grow.

What you should NOT have to do during signup: enter your bank account info, your SSN, or your credit card. If you're being asked for those before you finish basic setup, pause and text me — something's off.

2

Set Up Your Business Profile

15 min · Desktop is easier

This is where you tell GlossGenius the basics: business name, address, hours, logo, brand colors. Your customers will see all of this on your booking page.

Click-by-click

  1. From the GlossGenius dashboard, click Settings in the left sidebar (or bottom navigation if you're on the app).
  2. Click Business Details.
  3. Fill in:
    • Business name — exactly how you want customers to see it
    • Address — your physical location for the new business
    • Phone — the number clients should call/text
    • Hours of operation — when you're open for this new business (can be different from Willow)
  4. Save (usually a button at the bottom or top right).
  5. Now go back to Settings and click Website.
  6. Upload a cover image (the big photo that shows up on your booking page). 1500 × 800 pixels is a safe size. If you don't have one yet, skip and come back.
  7. Upload a logo if you have one. We'll grab your Willow logo in Step 3 — for now, you can leave this blank.
  8. Pick brand colors. The simplest path: pick one main color that matches your new business feel. Don't get stuck here — you can change it any time.
Don't know your business hours yet?

Just enter your best guess. Easy to change. The Settings menu is always there.

3

Bring Content Over From Your Willow Site

30-45 min · Mostly on desktop

You don't have to start from a blank page. Some of what's on willowretreatwilmington.com can carry right over to your new GlossGenius site — your About paragraph, photos of you/the team, your contact style. Other things will be brand new (services, prices, positioning for the new business).

Heads up: there's no "import from Wix" button. Wix doesn't let you export pages anywhere. So this is a manual copy-paste — but it's faster than you'd think because most pages are just a few paragraphs.

3a. Open up your Wix dashboard

  1. In a new browser tab, go to manage.wix.com and sign in with your Wix login.
  2. Click on the Willow Retreat site card.

3b. Copy the text you want to keep

Easiest method (no Wix Editor needed):

  1. Open willowretreatwilmington.com in another browser tab — the regular live site, not the editor.
  2. Open a fresh Google Doc (docs.new is the fastest shortcut).
  3. On the live site, highlight a paragraph you want to keep (your About blurb, a service description, etc.). Press Ctrl+C (or Cmd+C on a Mac) to copy.
  4. Paste into your Google Doc with Ctrl+V (or Cmd+V).
  5. Repeat for each section you want to bring along.
If copying gets blocked

Some Wix sites have a "right-click protect" feature that stops copy-paste from the live site. If that happens, go into the Wix Editor instead: manage.wix.com → Edit Site → double-click any text block → Ctrl+A → Ctrl+C. You'll have to copy each text block one at a time.

3c. Download your photos

  1. From manage.wix.com, on the dashboard for your Willow site, click Media in the left sidebar.
  2. Click Site Files.
  3. Find a photo you want. Hover over it and click the ⋯ (three dots) icon → Download.
  4. To grab several at once: hold the Ctrl key (or Cmd on Mac) and click each photo, then click Download in the right-side panel.
  5. Save them in a folder on your desktop called new-biz-photos so they're easy to find.
Wix doesn't let you download everything at once

You can only multi-select within one folder at a time. Plan to spend ~15 min if you have a lot of photos. Stock photos that came from Wix can't be downloaded — only ones you (or someone for you) personally uploaded.

3d. Grab your logo

  1. Still in Media → Site Files, type "logo" in the search box at the top.
  2. Download the highest-resolution version you find (the file size will be the biggest).
  3. This is the original you uploaded — full quality.

3e. Export your client list (optional, but worth doing)

If your existing Willow Retreat clients might also be customers of your new business, you can export their contact info from Wix and import it into GlossGenius later.

  1. From manage.wix.com → click on the Willow site → in the left sidebar, click CRMContacts.
  2. At the top of the contact list, click More Actions (or the import/export menu).
  3. Click Export → choose Regular CSV → click Export.
  4. A file will download to your computer. Keep it — you'll bring it into GlossGenius in Step 4.
Don't bring everything

Think of this as moving — you take what you love and leave what doesn't fit. Your About paragraph, professional photos, and personal story carry over beautifully. Your specific Willow Retreat service prices and the booking buttons do not — those need to be different for your new business anyway.

4

Add Your Services and Prices

20 min · Either device works

This is where the new business actually takes shape. Each service is a thing customers can book — with its own duration, price, and (optional) deposit.

Click-by-click for your first service

  1. In GlossGenius, click SettingsServices.
  2. Click the + button (top right of the screen).
  3. Fill in:
    • Service name — what customers will see
    • Duration — how long it takes (use minutes, e.g., 60)
    • Price — what you charge
    • Description (optional but recommended) — 1-2 sentences explaining what's included
    • Image (optional) — a photo of the service
  4. If you want a deposit at booking time, scroll down and toggle Require deposit on. Choose either a fixed amount (e.g., $25) or a percentage (e.g., 50%). Most spa-type businesses do 25-50% deposits.
  5. Click Save.
  6. Repeat for every service you want to offer.

Set up your cancellation policy

  1. Go to SettingsBooking Controls.
  2. Set how many hours of notice you require for free cancellations (24 hours is a fair starting point).
  3. Set the fee for late cancellations or no-shows. Many spas charge 50-100% of the service price for no-shows.
  4. Save.

Import your old Wix client list (if you exported it in Step 3e)

  1. Click Clients in the left sidebar.
  2. Look for an Import or Upload CSV button (often in the top right or in a "..." menu).
  3. Upload the CSV file you got from Wix.
  4. Match the columns when prompted (First Name → First Name, Email → Email, etc.).
  5. Click Import.
Don't have all the prices figured out?

Add 1-2 services with placeholder prices. You can finish the rest later. The site is functional with even one service.

5

Connect Your Bank Account

10 min · Have your info ready

This is the step that lets you actually take payments. GlossGenius uses Stripe behind the scenes — the same payment system millions of small businesses use. It's safe, but it does need real verification info.

What to have ready before you start

  • Your SSN (sole proprietor) or your EIN (if your new business has its own tax ID)
  • Your business bank account routing and account numbers
  • Your home address and date of birth

Click-by-click

  1. Go to SettingsBank Account & Verification.
  2. Enter your verification info (name, DOB, SSN/EIN, address). This is required by US law for any payment processor.
  3. Enter your bank routing and account numbers.
  4. Submit. Verification usually takes 1-3 business days.
  5. Once verified, you're ready to take real payments.
Real talk about payouts

After your first successful payment, GlossGenius typically holds the funds for about 7 days as a standard new-account precaution. After that, payouts arrive in your bank the next business day. There's an "Instant Payout" option that costs 1.8% if you ever need money immediately — fine for emergencies, expensive as a habit.

6

(Optional) Use Your Own Web Address

30 min + ~1 hr wait · Skip this whole step if you want

Out of the box, your booking site lives at yourname.glossgenius.com. That's perfectly usable. But if you want a cleaner web address — like yournewbiz.com — you can buy one and have it redirect to your GlossGenius site.

Should you bother with this?

Skip it for launch. Get the site live, get the QR code printed, start booking customers. Add a custom domain later (next month, next quarter) once you know the business is sticking. A custom domain costs ~$15-20 per year and adds 30 minutes plus a wait. It's worth doing eventually — just not on day one.

If you decide to do it anyway

The setup is "domain forwarding," not anything fancy. GlossGenius does NOT need an A record, CNAME, or any DNS magic. You just buy a domain and tell the registrar "send anyone who types this to my GlossGenius URL."

6a. First, find your GlossGenius booking URL

  1. In GlossGenius, go to SettingsWebsite.
  2. Look for your booking link. It will look like yourname.glossgenius.com or book.glossgenius.com/your-business.
  3. Copy it exactly. Paste it somewhere you'll remember (a sticky note app, a doc).

6b. Buy your domain

  1. Go to namecheap.com (cheaper at renewal — about $14-16/year ongoing) or godaddy.com (about $23/year ongoing).
  2. Search for the domain you want (e.g., marybethsnewbiz.com).
  3. Pick the .com version if it's available. Skip the upsells (privacy protection is now usually free; SSL certs and email plans are NOT needed for this use).
  4. Check out and pay.

6c. Set up the forward (Namecheap)

  1. Sign in to Namecheap.
  2. Click Domain List in the left menu.
  3. Click Manage next to the domain you just bought.
  4. Click the Domain tab.
  5. Scroll down to Redirect Domain and click Add Redirect.
  6. Source: leave as @ (this means "the bare domain"). Destination: paste your GlossGenius booking URL.
  7. Pick 301 (Permanent) redirect type.
  8. Make sure masking is OFF (this is the unmasked option — DO NOT pick the masked/URL frame option).
  9. Save (look for a green checkmark).
  10. Now do it again for www: add another redirect with www as the source, same GlossGenius URL as the destination.

6c. Set up the forward (GoDaddy)

  1. Sign in at dcc.godaddy.com.
  2. Click your domain name.
  3. Click Domain Settings.
  4. Click DNS.
  5. Click ForwardingAdd Forwarding.
  6. Protocol: https://. Destination: paste your GlossGenius URL.
  7. Forward Type: Permanent (301).
  8. Forward with masking: OFF.
  9. Save.
  10. Repeat for the www version of your domain in the same Forwarding panel.

6d. Test it

  1. Wait at least 1 hour after saving.
  2. Open a private/incognito browser window (otherwise old data confuses the test). On Chrome: Ctrl+Shift+N. On Safari: File → New Private Window.
  3. Type your new domain (e.g., yournewbiz.com) in the address bar and press Enter.
  4. You should land on your GlossGenius booking site.
  5. If it doesn't work after 2-3 hours, text me. The most common cause is one of: typo in the destination URL, masking accidentally left on, or you bought the wrong type of domain extension.
Why "masking off"?

"Masking" makes your custom domain stay in the address bar even after the redirect. Sounds nice — but it breaks payment checkout, breaks Google's ability to find your site, and breaks lots of normal web stuff. Always pick unmasked.

7

Generate Your QR Code

5 min · Easiest in the GlossGenius app

Good news: GlossGenius makes a QR code for your booking page automatically. You don't need a third-party QR code generator. The QR code points at your booking URL — when someone scans it with their phone camera, they go straight to your booking page.

Click-by-click (in the GlossGenius mobile app)

  1. Open the GlossGenius app on your phone (download from the App Store or Google Play if you haven't yet — it's free).
  2. Sign in with the same email and password from Step 1.
  3. Look for Marketing in the bottom navigation, or tap the menu and find Booking Link.
  4. Find the QR Code option (it might be labeled "Share Your Link" or similar).
  5. Tap Download or Save.
  6. The QR code saves as a PNG image to your phone's Photos (iPhone) or Downloads (Android).
If you can't find the QR option

The exact menu path can move between app updates. Open GlossGenius Help Article #113 directly — it's the official "Creating Booking Link QR Codes" guide and stays current.

Test the QR before you print anything

  1. Send the QR image to yourself (text it, email it, or just AirDrop it from phone to phone).
  2. Open the camera app on a different phone.
  3. Point at the QR. A link should pop up. Tap it.
  4. Confirm it lands on YOUR booking page (not someone else's, not an error).
  5. Try booking a test appointment to confirm everything works end-to-end.

Where to put the QR

  • Business cards — put it on the back, big enough to scan (at least 1 inch square)
  • Counter sign / table tent in your space
  • Receipt or take-home card for repeat bookings
  • Partner locations — anywhere your target customer already is
  • Social media bio — Instagram lets you put a single link, but a QR works in stories
Print tip

QR codes need decent contrast (dark code on a light background). Don't print them on dark colors — they won't scan reliably. Test with two phones and decent lighting before you order 500 cards.

8

Soft-Launch Checklist

15 min · Do this before telling anyone

Before you send your booking link to real customers, walk through this checklist as if you were a stranger trying to book. Catching issues now is way easier than answering "the QR didn't work" texts later.

The "two trusted people" launch

Once everything checks out, send your booking link to two people you trust (not random customers). Ask them to book something — even a fake $1 service you delete after — just to confirm the booking + payment + reminder flow really works. After they make it through cleanly, you're ready to publicly share.

When to Call Jeremy

You don't have to figure any of this out alone. Text or call me anytime if:

  • → You're stuck on any step for more than 15 minutes
  • → Custom domain isn't working after 2-3 hours
  • → Bank/payment account got flagged or held longer than expected
  • → The QR code goes somewhere weird
  • → You're not sure which option to pick on a screen
  • → Anything just feels off

Seriously — that's what I'm here for. We'll figure it out together.