Booking Settings
Set Reassignment Reasons
Workspaces can define the reasons for reassigning a booking to ensure consistency in how bookings are managed. Things to Keep in Mind Only owners can set reassignment reasons. Only owners and managers can reassign a booking. You can add, edit, or ...
Set Cancellation Reasons
Workspaces can define the reasons customers or members must select when cancelling a booking. This helps standardise cancellations and provides clarity on the reasons behind them. Things to Keep in Mind Only owners can configure cancellation reasons. ...
Set Cancellation Policy
Workspaces can define how refunds are managed when a booking is cancelled, ensuring clarity for both members and customers. Things to Keep in Mind Only owners can set the cancellation policy. Member Agreement: Members must accept the cancellation ...
Set Reschedule Reasons
Workspaces can configure reasons that members or customers must choose when rescheduling a booking. This helps standardise the rescheduling process and ensures consistency. Things to Keep in Mind Only owners can configure reschedule reasons. You can ...
Set Reschedule Policy
Workspaces can decide how bookings can be rescheduled, ensuring consistency and clarity for members and customers. Things to Keep in Mind Only owners can set the reschedule policy. Member Agreement: Members must accept the reschedule policy before ...
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 ...
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 ...