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Update Tax Details
Keeping your tax details up-to-date is crucial for compliance and smooth transactions. Whether you need to update your business name, PAN, or GSTIN, follow the steps below to ensure your tax information is accurate. Things to Keep in Mind Only Owners ...
Add Support Info
Adding support info helps your customers reach out to you quickly and easily whenever they need assistance. Things to Keep in Mind These contact details can belong to anyone providing customer support. Only owners can edit these details. Managers, ...
Add Workspace Details
Provide a brief bio and website link for your workspace to help others understand more about your business and the services you offer. Things to Keep in Mind Only Owners can edit these details. Managers, Support, and Members can view this ...
Set Follow-Up Reasons
Workspaces can configure follow-up reasons for bookings. This helps standardize the follow-up process and ensures members select from a predefined list of reasons when booking or extending a follow-up. Things to Keep in Mind Only owners can configure ...
Manage Bank Accounts
Keep your workspace's payment system efficient by managing bank accounts for seamless transactions. Whether you're adding a secondary account, updating details, or setting a new default account, this process keeps your payment system efficient. ...