Booking Actions
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 ...
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 Owners and Managers can ...
Reschedule a Meeting
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 ...
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 ...
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 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. ...
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 ...
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AI in Quicko Pro
Quicko Pro comes with built-in AI features to help you work faster, get answers instantly, and cut down on busywork. One of the easiest ways to use AI in your workspace is through Cue, your workspace assistant. Things to Keep in Mind Access Points: ...
What is Workspace
You can create a workspace on Quicko Pro. Workspace is a dedicated space where you can catalogue plans, invite co-workers, organize them into teams, set working hours, and manage bookings. Navigating Your Workspace Use the sidebar to switch between ...
Understand Dashboard
Dashboard is a powerful tool to help you monitor the activity and performance of your workspace in real-time. It provides data on store views, bookings, customer engagement, and earnings, helping you make informed decisions. Things to keep in Mind ...
Download and Access Reports
Your workspace provides several reports to track Operational and Financial performance. These reports can be generated and downloaded quickly, allowing you to manage your workspace efficiently. Things to Keep in Mind Access: Owners and Managers: Can ...
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 ...