Popular Articles
What is Workspace
You can create a workspace on Quicko Pro. Workspace is a dedicated space where you can catalogue plans, invite co-workers, organize them into teams, set working hours, and manage bookings. Navigating Your Workspace Use the sidebar to switch between ...
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 ...
Recent Articles
Configure Sales Team
To ensure leads are automatically assigned, you’ll need to set up your Sales team. Without this, all incoming leads will remain unassigned. Things to Keep in Mind Auto-assignment: Only members in your Sales team will be considered for automatic lead ...
Create a Contact
Not every customer finds you first, sometimes, you meet them. Use Create Contact to manually add a customer or lead to your workspace so you can follow up or track engagement. Things to Keep in Mind Contact Info: You will need the contact’s first ...
Create a Lead
Not all leads come through your store, some come through calls, referrals, or in-person meetings. Use Create Lead to manually add and track these opportunities from your workspace. Things to Keep in Mind Linked to Contacts: Every lead must be linked ...
Understand UTM Parameters
UTM (Urchin Tracking Module) parameters are short tags added to the end of a URL. When someone clicks a link with these tags, the platform stores the details alongside the visitor’s activity. These insights help you track marketing performance and ...
Reopen a Lead
You can reopen a lead that was previously closed, in case there’s renewed interest or a need to follow up. Things to Keep in Mind Owners and Managers can reopen any closed leads. Reopened leads return to the New status. How to Reopen a Lead Go to ...