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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 ...
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 Owners and Managers can ...
Book a Follow-Up
There will be instances when a single meeting won’t cover everything. Follow-ups let you help customers continue the conversation without additional charges, ensuring a smooth customer experience. Things to Keep in Mind No Extra Charge: Follow-ups ...
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 ...