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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 ...
Add a Note
Keeping track of bookings and conversations is crucial when managing multiple customers. Notes help you document important highlights or progress of a particular booking, making it easier to stay organised. Things to Keep in Mind Access: Owners and ...
Join a Meeting
Joining a meeting on time ensures a professional and smooth experience for your customers. Punctuality and preparation are key to building trust and delivering outstanding advisory services. Things to Keep in Mind Be Ready: Ensure your internet ...
Cancel a Booking
Sometimes, cancelling a booking is unavoidable. Cancellations can be made at any time, however, refunds will be processed to your customers based on your workspace’s policy. Things to Keep in Mind Cancellation policies vary, read more about the ...
Upload and View Files
You can manage documents for a booking in your workspace. Easily access any order-related files directly from the Booking Summary tab. Things to keep in Mind Supported Files: You can upload .pdf, .xlsx, .xls, .json, .jpg, .txt and .csv files. ...