Booking Actions
Cancel a Booking
Sometimes, cancelling a booking is unavoidable. Depending on your workspace’s policy, cancellations can be made before the booking starts, ensuring a smooth process for both you and the customer. Things to Keep in Mind Cancellation policies vary: ...
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 ...
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 members associated with ...
Reschedule a Booking
Uncertainties are a part of life. Whether the customer isn’t available or you are caught up in something unavoidable, rescheduling ensures flexibility without compromising on service. Things to Keep in Mind Workspace Policy: Rescheduling is allowed ...
Extend 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 ...
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 ...
Upload and View Files
You can manage documents for a booking in your workspace. Easily organise your files directly from the Booking Summary tab. Things to Keep in Mind Supported Files: You can upload .pdf, .xlsx, .json, or .jpg files. Security: All your files are stored ...
Join a Booking
Joining a booking 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 ...
Popular Articles
Brand Your Store
Your store’s branding is how customers identify and remember you. From your logo to your colour palette, every detail helps build a lasting impression and establish trust. Customising your store on the workspace ensures it reflects your unique ...
Create a Plan
Plans outline the services your workspace offers, helping customers know what to expect from a booking. Keeping them clear and free of jargon ensures easy understanding and smooth communication. Things to Keep in Mind Create Plans: Only Owners and ...
Manage and Share Plans
Keep your plans updated, organized, and accessible. Use tools like preview, edit, or share them for instant bookings. Things to Keep in Mind Permissions: Only Owners and Managers can manage plans. Plan Visibility: Sharing the plan link allows others ...
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 Your Workspace
Setting up your workspace is quick and easy! Follow these steps and start serving your customers instantly. Things to Keep in Mind Ownership: The creator of the workspace automatically becomes the Owner. You can also assign another team member as the ...