officehour Guide

Initial setup guide

officehour2026-05-28

Welcome to officehour. Once you complete the initial setup, a single booking registration automatically connects you to customer management, schedule management, notification sending, and settlement.

  1. Start Signing Up: Visit the officehour homepage and click the "Start for Free" button.

  1. Select Method: You can easily sign up using your frequently used social media accounts, such as Google or Apple, or sign up using your email address via the "Start with Other Methods" button.

  1. Enter Information: Complete the process by entering your name (real name recommended), mobile phone number, and the name of your affiliated organization or institution. If no organization name is provided, it will automatically be set to your name; you can modify this at any time in the basic information settings.

  1. Select Membership and Target Audience: * Membership: Choose between Solo, for individual professionals, or Hub, for teams of two or more professionals. You can change this at any time in the Subscription Management menu.

Download from Google Play

Download from App Store

  • Mobile App: By downloading the Office Hour app from Google Play or the App Store, you can manage reservations and clients in the same environment as on a PC.

  • Creating a PC Desktop Icon: Click the "More" button at the top right of your browser and navigate to the Send, Save, or Share menu. Selecting "Create Shortcut" will create an icon on your desktop, allowing you to access the app with a single click without having to search every time.

To ensure smooth communication with clients, we recommend setting up contact and schedule synchronization first.

  • Setting up My Contacts: You must register contacts to properly receive notifications regarding client reservation confirmations, changes, cancellations, and reminders via OctoTalk. For the Team-based plan (Hub), the person in charge must manually register their contact information for notifications to be sent.

  • Google Calendar Integration: By linking Google Calendar in your account information, schedules added in Office Hour are automatically reflected in Google Calendar, enabling integrated schedule management.

  • Institution Contact Settings: If you enter the name and contact information of your affiliated institution, this information will be displayed at the bottom of the notification messages sent to customers. If you wish to display the contact person's personal information instead of the institution's information, you can activate the "Display Contact Person" option in the automatic notification settings within the message.

You can add existing customer information in bulk all at once on both the PC and mobile app.

  1. Select the "Bulk Add Customers" button at the top right of the Customer menu.

  1. Press the "Download Template" button to receive the form, then copy and paste the existing customer information and save it. Registration is possible even if you only enter the name.

  2. Drag and drop the edited Excel file onto the upload area or upload it using "Select File," then press the "Next" button.

  3. Check the customers to be added and complete the final addition. If there are customers that cannot be added, you can download the list separately to check the reason.

  1. Log in to the mobile app, enter the Customer menu, and press the plus button on the right.

  2. Select "Import" from contacts and approve the permission to access your phone's address book.

  3. Check the contacts you want to import, then press the "Add" button at the top right. Information added in the app is synchronized in real-time with the PC version.

Set up the notification environment in advance so that messages are automatically sent to customers and managers whenever a schedule is added.

  1. Select the Automatic Notifications tab in the Messages menu.

  2. Select the notification sending method (SMS, or Email).

  3. Activate the necessary notification types.

    • Reservation Confirmation Notification: A notification sent immediately when a new schedule is registered.

    • Reservation Change & Cancellation Notification: A notification sent when a schedule is modified, canceled, or deleted.

    • Upcoming Schedule Notification: A notification automatically sent at a set time as a reminder before the schedule starts.

Pre-registering consultations, classes, programs, etc., provided to customers under the name "Service" makes scheduling much more convenient.

  1. Press the "Add Service" button in the Service Management menu within Settings.

  1. Enter the service name, duration, and amount, and complete the addition.

  • Duration: When adding a schedule, the end time is automatically calculated based on this time.

  • Amount: When registering a schedule, the corresponding amount is automatically reflected as settlement data in the sales item.

  • Additional Amount Settings (For Solo Users): If you teach at multiple institutions, you can configure detailed settings to automatically calculate the final settlement amount by entering the institution's commission rate and tax rate for each service.

  • Use Video Service: Check this option if the service is conducted online. When adding a schedule, a video meeting link is automatically generated and sent to the customer.

  • You can complete a reservation with a single click without having to enter the amount and duration every time you register.

  • It serves as the foundational data for the automated process leading to reservations, notifications, and revenue settlement.

If you use officehours with multiple members, you can invite members and assign access permissions based on their roles. This function can only be performed by administrators with member editing privileges.

  1. Select the "Invite Members" button at the top right of the Members menu.

  2. Set the email address and role of the member to be invited, then click "Send Invitation."

  1. Registration is complete once the invited team member accepts. Detailed role configurations and specific permissions for each menu can be added or changed at any time in the Permissions Settings menu within Settings.