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.