Create Your Workspace

Create Your Workspace

Setting up your workspace is quick and easy! Follow these steps and start serving your customers instantly.

Things to Keep in Mind

  • Ownership: The creator of the workspace automatically becomes the Owner. You can also assign another team member as the Owner.
  • Multiple Workspaces: You can own and join multiple workspaces, and switch between them seamlessly.
  • Inviting Members: You can start solo or invite your team to join your workspace.
  • Plans: You can add plans during setup or later.

Steps to Create Your Workspace

  1. Log In: Sign up or sign in to your account and select Create Workspace to start.
  2. Add Workspace Details: Enter your workspace name, type of advisory, and business details like website and team size.
  3. Personalise your Workspace: Upload your logo, choose brand colours, and describe your business to create a personalised experience for your customers.
  4. Set Working Hours: Define your workspace's availability to ensure smooth scheduling.
  5. Complete Setup: Review all the details and click on Launch Workspace to go live!
  6. Complete KYC:
     Add business details including address and bank account details to start accepting bookings.


What to do Next?

  • Invite Your Team:
     Learn how to invite your team to your workspace and assign them roles.
  • Customise Settings: Adjust your availability preferences and booking configurations via the Settings icon in the top-right bar.

Need More Help?

Contact our support team for assistance.


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