Step 1: Shop Profile Setup
The first step in onboarding creates your shop's foundational profile. This information appears on your public landing page and throughout the platform.
Required Information
Basic Shop Details
| Field | Description | Example | Validation |
|---|---|---|---|
| Shop Name | Legal business name | Mike's Auto Service LLC | Required, 2-100 characters |
| Nickname | Short name for communications | Mike's | Optional, defaults to first word |
| Phone | Primary contact number | (555) 123-4567 | Required, valid phone format |
| Business email | info@mikesauto.com | Required, valid email | |
| Website | Your website URL | www.mikesauto.com | Optional, valid URL |
Location Information
Your shop's address is used to create a complete business profile. The system expects your full street address, city, state (using standard 2-letter abbreviations), and ZIP code.
Important: Your address determines:
- Tax rate auto-configuration
- Nearby supplier discovery
- Customer service area
- Local search visibility
Business Hours Configuration
The system provides default business hours that you can customize:
Default Schedule:
- Monday through Friday: 8:00 AM to 5:00 PM (open)
- Saturday: 8:00 AM to 12:00 PM (open)
- Sunday: Closed
You can adjust these hours to match your actual operating schedule, including setting different hours for each day or marking certain days as closed.
Time Zone Selection
Select your local time zone for proper scheduling:
- Eastern Time
- Central Time
- Mountain Time
- Pacific Time
Auto-Generated Features
1. Unique Shop URL Slug
The system automatically generates a web-friendly URL based on your shop name. For example, "Mike's Auto Service" becomes "mikes-auto-service" and your full shop URL would be https://worxflow.io/shop/mikes-auto-service
If another shop already uses that name, the system adds numbers (like mikes-auto-service-2) to make yours unique.
2. Landing Page URLs
Two URLs are automatically created:
| URL Type | Format | Purpose |
|---|---|---|
| Landing Page | /shop/{slug} | Public shop profile |
| Registration | /shop/{slug}/register | Customer signup |
3. Tax Configuration
Based on your ZIP code, the system automatically:
- Detects your state
- Looks up current tax rates for your area
- Configures the combined state and local tax rate
- Sets the appropriate tax name for your invoices
For example, a shop in Illinois might have an 8.25% combined tax rate that applies to both parts and labor.
What Happens Behind the Scenes
Your Shop Profile is Created
When you complete Step 1, the system creates your complete shop profile with all the information you provided, including your business details, hours, contact information, and automatically generates your unique shop URL and customer registration page.
Your Account Gets Administrator Access
Your user account is automatically configured as the shop owner with full administrative privileges and access to all management features.
Standard Labor Rates Are Set Up
The system automatically creates three standard labor rate categories for you:
- Standard Rate: $100/hour for regular service work
- Diagnostic Rate: $120/hour for diagnostic and electrical work
- Express Service: $80/hour for quick service items
You can modify these rates later in your settings.
Supplier Population: The system asynchronously discovers and adds nearby:
- Auto parts stores
- Tire distributors
- Tool suppliers
- Equipment vendors
This happens in the background and doesn't block onboarding.
Form Validation
Required Fields
- Shop Name (2-100 characters)
- Address
- City
- State
- ZIP Code (5 digits)
- Phone Number
- Email Address
Optional Fields
- Nickname (defaults to first word of shop name)
- Website URL
- Custom business hours
Validation Rules
Email Validation:
- Valid email format
- Not already in use by another shop
Phone Validation:
- 10-digit US number
- Accepts formats: (555) 123-4567, 555-123-4567, 5551234567
ZIP Code Validation:
- 5-digit format
- Valid US ZIP code
- Used for tax rate lookup
UI Components
The shop profile setup uses an interactive form that guides you through entering all your business information with helpful prompts and validation.
Setup Form Features
- Real-time validation to catch errors as you type
- Address autocomplete to speed up entry
- Visual business hours editor for easy scheduling
- Automatic time zone detection based on your location
- Clear progress indicators
- Helpful error messages and guidance
Error Handling
Common errors and solutions:
| Error | Cause | Solution |
|---|---|---|
| "Shop name already exists" | Duplicate name | Add location or unique identifier |
| "Invalid ZIP code" | Wrong format | Enter 5-digit ZIP |
| "Email already in use" | Duplicate email | Use different email |
| "Failed to create shop" | Server error | Retry or contact support |
Next Steps
After successfully creating your shop profile:
- Automatic redirect to Step 2 (Service Categories)
- Shop ID stored in session for subsequent steps
- Progress saved in localStorage
- Onboarding status updated to
profile_completed
Customization After Setup
You can modify these settings later in:
- Dashboard > Settings > Shop Profile
- Dashboard > Settings > Business Hours
- Dashboard > Settings > Tax Configuration
Technical Details
Shop Creation Process
When you submit your shop profile, the system processes all your information and creates your shop account. If successful, you'll see a confirmation message and be automatically taken to Step 2. If there are any issues, you'll receive clear error messages explaining what needs to be corrected.
Best Practices
- Use your legal business name for the shop name
- Choose a memorable nickname for customer communications
- Verify your address is correct for tax calculations
- Set realistic business hours including lunch breaks
- Use a monitored email for important notifications
- Include your website if you have one for SEO benefits