Related Articles
Cancel a Booking
Sometimes, cancelling a booking is unavoidable. Depending on your workspace’s policy, cancellations can be made before the booking starts, ensuring a smooth process for both you and the customer. Things to Keep in Mind Cancellation policies vary: ...
Reassign a Booking
Sometimes, a booking needs to be handled by a different team member due to availability or expertise. Your workspace allows you to easily reassign bookings to another member serving the same plan. Things to Keep in Mind Only members associated with ...
Reschedule a Booking
Uncertainties are a part of life. Whether the customer isn’t available or you are caught up in something unavoidable, rescheduling ensures flexibility without compromising on service. Things to Keep in Mind Workspace Policy: Rescheduling is allowed ...
Complete a Booking
Marking a booking as complete ensures that all concluded sessions are accounted for and helps keep your workspace organised. It also makes it easier to track the progress of your advisory services. Things to Keep in Mind Owners and Managers can mark ...
Upload and View Files
You can manage documents for a booking in your workspace. Easily organise your files directly from the Booking Summary tab. Things to Keep in Mind Supported Files: You can upload .pdf, .xlsx, .json, or .jpg files. Security: All your files are stored ...