# Setting Up

One-time configuration: locations, schedules, policies, users and the other settings the whole account shares

Setting up is the configuration you do once for the whole account, before appointments and
reminders start. Everything here is under the **Settings** area, apart from users, who have their
own **Users** area. Most of it is done by one person, then left alone until something changes: a
new site, a new member of staff, a new sender ID.

## Before you start

Every Settings screen needs one of the **Account Owner**, **Account Administrator** or **Change
Settings** permissions. There are two exceptions. Managing users needs Account Owner or Account
Administrator, and **Account Policies** needs Account Owner.

## Order matters

Some screens pick from lists that other screens fill. Reminder settings choose a location and a
sender ID, and appointment types choose a department, waiting room, reminder setting and location.
Set up the foundations first and each later screen has something to select.
[Your First Week](/docs/start-here/your-first-week/) gives the full order and explains what each
step depends on.

## The pages

- [Account Setup](/docs/setting-up/account-setup/): the fields on each setup screen, in one place.
- [Locations](/docs/setting-up/locations/): the physical sites appointments happen at, and how they
  filter appointment types, resources and reminder settings.
- [Schedules](/docs/setting-up/schedules/): when one or more users are unavailable for
  appointments, including recurring patterns and free time within a busy period.
- [Policies](/docs/setting-up/policies/): account-wide rules, such as requiring two step sign in or
  a waiting room on every appointment.
- [Users and Permissions](/docs/setting-up/users-and-permissions/): adding people to the account
  and choosing what each can see and do.
- [Sender IDs](/docs/setting-up/sender-ids/): applying for a branded SMS sender ID and getting it
  approved.
- [Resources](/docs/setting-up/appointment-resources/): rooms, equipment and people that can be
  booked alongside an appointment.
- [Departments](/docs/setting-up/departments/): grouping users and appointment types for reporting
  and access control.
- [Waiting Rooms](/docs/setting-up/waiting-rooms/): where clients wait, and optional limits on
  capacity.

Reminder settings are part of setup too. They have their own section: see
[How Reminders Work](/docs/reminders/how-reminders-work/).

## Pages in this section

- [Account Setup](https://diarybook.com/docs/setting-up/account-setup/): A detailed look at setting up diarybook for appointment and reminder management
- [Departments](https://diarybook.com/docs/setting-up/departments/): Setting up departments for appointment reporting, user access control and appointment filtering
- [Locations](https://diarybook.com/docs/setting-up/locations/): How to use locations to organise appointments, resources and reminder settings in diarybook
- [Policies](https://diarybook.com/docs/setting-up/policies/): policies in a diarybook account
- [Resources](https://diarybook.com/docs/setting-up/appointment-resources/): Setting up the rooms, equipment and people that can be booked alongside an appointment
- [Schedules](https://diarybook.com/docs/setting-up/schedules/): How to use Schedules to manage user availability in Diarybook
- [Sender IDs](https://diarybook.com/docs/setting-up/sender-ids/): Applying for a branded SMS sender ID, getting it approved, and where it is used
- [Users and Permissions](https://diarybook.com/docs/setting-up/users-and-permissions/): Adding people to your Diarybook account, choosing what each can see and do, and disabling or removing them
- [Waiting Rooms](https://diarybook.com/docs/setting-up/waiting-rooms/): Setting up waiting rooms for directing clients and restricting appointment capacity

---
Source: https://diarybook.com/docs/setting-up/