Member Onboarding
Join a Workspace
Joining a workspace is your first step to collaborating and managing bookings efficiently. Whether you’re a new member or switching teams, getting started is quick and seamless. Things to Keep in Mind Invitation Required: You will need an invitation ...
Understand Availability
Availability helps you manage when you are open for bookings. By customising your Working Hours and Notice Period, you choose the timings that work best for you. Things to Keep in Mind Working Hours: Set your availability for each day of the week and ...
Connect Calendar
Syncing your calendar with your workspace ensures smooth scheduling and helps manage bookings efficiently. Things to Keep in Mind Primary Calendar: Bookings are added to your Primary Calendar by default. Add More Accounts: Add other calendar accounts ...
Update Contact Details
Stay on top of your contact information by keeping your email, phone number, and social links accurate and updated. How to Update Your Contact Info Go to Personal Info: Navigate to Settings > Personal Info. Edit Contact Info: Under the Contact Info ...
Set Up Your Profile
Add basic details, like your name, photo, skills, location, and more to complete your profile. This helps your team know who you are. You can add and edit your: Name Title Profile Picture Location Bio Expertise Languages Things to Keep in Mind Work ...
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 ...