What is Team

What is Team

Teams let you group members in your workspace to match your workflow, making it easier to organise tasks and collaborate effectively.

Teams by Department

Your workspace supports diverse functions like Sales, Support, and Contractor Management. You can create teams to group members based on their department:

  • Sales Team: Members handling client acquisition and outreach.
  • Support Team: Members dedicated to resolving customer queries and providing assistance.
  • Contractor Team: External contractors working on specific projects or tasks.

Teams by Location

Your workspace may operate across multiple cities, catering to clients and operations in specific regions. You can create teams to group members based on their location:

  • Team One: Members managing operations and clients in Ahmedabad.
  • Team Two: Members managing operations and clients in Mumbai.
  • Team Three: Members managing operations and clients in Delhi.

Hence, Teams are a great way to organise members by Departments, Location, and more.

    • Related Articles

    • Create and Manage Teams

      Teams let you organise members into groups, simplifying workflows when connecting them to plans. Things to Keep in Mind Adding Members: Members can be added or removed from teams anytime. Assigning to Rosters: Teams are added to rosters to connect ...

    • Edit Base Domain

      Your base domain is the default URL for your storefront. You can change it to something that better reflects your brand at anytime. Things to Keep in Mind Only Owners can edit the base domain. Understand more about your storefront domain here. The ...

    • Share Plan Link

      Sharing a plan link allows you to make it available to customers—either for general bookings or to direct them to a specific member. How to Share a Plan Link Choose a Plan: From Catalogue, find the plan you want to share and click the Share icon. ...

    • Use Labels to Organise Plans

      Labels categorize your plans, making them easy to navigate and manage. You can create individual labels or nest them under existing ones to maintain a structure. Things to Keep in Mind Assigning Labels: You can assign only one label per plan. ...

    • Create and Manage Rosters

      Rosters simplify connecting plans with the right members or teams in your workspace. By grouping them into a roster, you avoid assigning plans individually. Things to Keep in Mind Plan Availability: Plans need to be added to a roster before they can ...