Knowledge Base
Getting Started
Set up your account and explore Quicko Pro’s key features.Setting Up Your Workspace
Configure your workspace to fit your business needsMembers and Teams
Add, manage, and assign roles to your team membersSetting Up Your Store
Set up and customize your store for better visibilityContacts and Leads
Manage your workspace contacts and follow up on incoming leads.Manage Workspace
Optimize your workflow and workspace settingsManage Catalogue
Update and manage plan settingsBookings
Manage your bookings to stay organisedPerformance and Insights
Track your business performance with key insightsMy Account
Update and manage your account details securelyLegal & Policy
Contains documents related to usage and data protection.
Popular Articles
Understand Dashboard
Dashboard is a powerful tool to help you monitor the activity and performance of your workspace in real-time. It provides data on store views, bookings, customer engagement, and earnings, helping you make informed decisions. Things to keep in Mind ...Brand Your Store
Your store’s branding is how customers identify and remember you. From your logo to your colour palette, every detail helps build a lasting impression and establish trust. Customising your store on the workspace ensures it reflects your unique ...Create a Plan
Plans outline the services your workspace offers, helping customers know what to expect from a booking. Keeping them clear and free of jargon ensures easy understanding and smooth communication. Things to Keep in Mind Create Plans: Only Owners and ...Manage and Share Plans
Keep your plans updated, organized, and accessible. Use tools like preview, edit, or share them for instant bookings. Things to Keep in Mind Permissions: Only Owners and Managers can manage plans. Plan Visibility: Sharing the plan link allows others ...Use Labels to Organise Plans
Labels categorize your plans, making them easy to navigate and manage. You can create individual labels or nest them under existing ones to maintain a structure. Things to Keep in Mind Assigning Labels: You can assign only one label per plan. ...
Recent Articles
Mark Deal as Lost
If a qualified lead doesn’t result in a sale, you can mark the deal as Lost to close it. Things to Keep in Mind Owners and Managers can mark any deal as Lost. The lead must be in Qualified status to update it as Lost. You will need to select a reason ...Mark Deal as Won
Once a qualified lead results in a sale, you can mark the deal as Won to close it successfully. Things to Keep in Mind Owners and Managers can mark any deal as Won. Deals are automatically marked as Won when a customer purchases the attached plan via ...Unqualify a Lead
If a lead doesn’t meet your workspace’s criteria for services, you can mark it as Unqualified to close the loop and keep your pipeline clean. Things to Keep in Mind Owners and Managers can mark any lead as Unqualified Specify why this lead is ...Qualify a Lead
You can qualify a lead once you’ve reviewed their query and found it to be a good fit for your services. Things to Keep in Mind Owners and Managers can mark any lead as Qualified Qualifying a lead automatically converts it into an Open Deal. As part ...Delete a Lead
Delete a lead to keep your workspace data clean and remove entries that are no longer relevant. Things to Keep in Mind Only Owners and Managers can delete leads. Deleted leads cannot be recovered. How to Delete a Lead Go to Leads: Navigate to Leads ...