A

Activity
A log of actions that have taken place for an entity — such as order confirmed, a deal marked as won, or a file shared with a team member. Activity is recorded at an entity level, making it easy to track and review progress.

App
A third-party connection added to your workspace to extend its capabilities — such as conferencing apps, calendar integrations, or file storage solutions. Apps are managed from the appstore.

Appstore
The marketplace within Quicko Pro where you can browse, connect, and manage all third-party app integrations.

B

Base price
The price you set when configuring a plan. This is what customers see on the storefront, unless a listing promotion is active.

Booking period
Defines how far into the future a customer can place an order. For example, if the booking period is set to 15 days, a customer cannot schedule further than 15 days from today.

Busy event
A calendar event that blocks a member's availability. Members cannot be booked during a busy event.

C

Calendar event
An entry on the calendar that represents a scheduled commitment or blocked time. Bookings and out of office are both types of calendar events. A calendar event can be set as free or busy — a free event appears on the calendar but does not block a member's availability.

Catalogue
List of all the plans your workspace offers. You can browse all published plans and share plan links directly with customers. You can also share plan links for a particular member.

Chat
The interface through which you talk to Cue.

Contacts
People who have expressed an interest in your workspace by signing up on your storefront, dropping a lead, or placing an order.

Cue
The AI assistant built into your workspace, accessed via chat. You can ask Cue about your workspace, all workspace entities, or ask something specific about your domain.

Customers
People who have purchased a plan from your workspace.

D

Department
A defined function within your workspace that serves a specific purpose — such as Sales, Support, or Marketing. Members added to a department assume a role derived from that department.

Directory
A searchable list of all the members in your workspace. Directory shows contact info and roles of members, their availability, and lets you see which teams you belong to.

Drive
The file storage system within your workspace where documents and shared assets are organised and can be shared with your team.

E

Earnings
A financial summary of revenue generated through your workspace.

Entity
Refers to the main objects in your workspace: orders, contacts, members, leads, and files.

F

Free event
A calendar event that does not block a member's availability. The event appears on the calendar but members can still be booked during that time.

G

Glance
A quick preview of additional information about an entity that opens in the right pane with a single click.

H

Huddle
An online video conferencing tool built into Quicko Pro for connecting with customers or other members.

I

Insights
Analytics about your workspace performance — covering earnings and reports.

Invoice
A document between your workspace and a customer that outlines the terms of sale — including the plan purchased, pricing, and payment details.

L

Leads
People who have shown interest in your workspace by dropping a lead. All leads are also contacts.

Lead statuses:

• Qualified — Reviewed and identified as worth pursuing.
• Unqualified — Reviewed and determined not to be a fit at this time.
• Won — The lead converted into a customer.
• Lost — The lead did not convert and is no longer being pursued.

Listing price
The promotional price displayed to customers when a listing promotion is configured on a plan. Shown alongside the base price with a strikethrough to indicate the discount.

M

Manager
A workspace role responsible for operations. Managers can configure plans, set up teams and rosters, and invite members.

Member
The default workspace role for individual contributors. Members can complete orders and close leads assigned to them. Also used across the help centre to refer to anyone in a workspace, regardless of role.

My account
Personal settings where you can manage your personal information — such as name, email address, and mobile number — across all workspaces you are part of. Accessed from the profile menu.

N

Navbar
The primary vertical menu on the left side of the screen that provides access to the main features of Quicko Pro.

Notice period
Defines how far in advance a customer can book a member's slot. For example, if the notice period is set to 30 minutes, a customer can book a member's time at least 30 minutes in advance.

O

Orders
A record of a plan purchased by a customer. Orders track the full lifecycle of a transaction from placement to completion.

Out of office
A calendar event that marks a member's unavailability.

Owner
The highest-level workspace role. Owners manage workspace policies, billing, and payments.

P

Personal settings
Settings that allow you to manage your personal information and app connections in a particular workspace.

Plans
Define what your workspace offers. Each plan sets out what a customer can expect from an order — including scope, duration, location, and pricing.

Private event
A calendar event whose details are hidden from other members. Others can see that time is blocked but cannot see the event's details.

Projects
A dedicated space for AI that allows you to organise chats, upload relevant documents, and set specific instructions. They enable better context for tasks like writing and research.

Public event
A calendar event whose details are visible to other members in the workspace.

R

Reports
Structured data you can export, representing your workspace's operational and financial performance — covering information about orders, sales, leads, payments, refunds, and settlements.

Rosters
You can connect your plans with the members who will serve them in rosters. You can organise them by function, expertise, or location.

Roster statuses:

• Active — Customers are able to book plans in this roster.
• Inactive — Customers are not able to book plans in this roster.

S

Schedule
A member's view of their calendar, showing upcoming bookings, calendar events, and out of office events.

Secondary navbar
The secondary vertical menu on the left side of the screen that has the sub-divisions of a primary feature.

Slots
The time blocks presented to a customer when they are purchasing a plan.

Storefront
The public-facing page for your workspace where customers can learn about your workspace, browse plans, place orders, and manage their account.

Summary
The full detail view of an entity that opens with a double click.

Support
A workspace role focused on day-to-day operations. Support members can oversee all workspace operations.

T

Teams
Groups of members within your workspace. You can organise them by department, function, or location.

Total price
The net amount a customer pays when purchasing an order — including the listing price and any applicable taxes or discounts.

W

Working hours
The hours during which your workspace is open for bookings. Owners can set working hours for each day of the week for the workspace; members can set their own from personal settings. Members' working hours are a subset of the workspace working hours.

Workspace
Quicko Pro is an online practice management software. In a workspace, you can add your team, configure plans, manage orders, join meetings, and organise files.