Workspace settings
Understand Workspace Policies
Your workspace has two policies that govern what happens after a customer places an order. You set each one once and it applies across your workspace. Policy Applies to Controls Reschedule Policy Meetings Whether a meeting can be moved to a new time, ...
Set Public Holidays
Block days when your workspace is closed, such as public holidays, festivals, or company-wide breaks. On these days, your storefront will not accept orders. Things to Keep in Mind Only owners can set public holidays. Managers, members, and support ...
Configure Sales Team
To ensure leads are automatically assigned, you’ll need to set up your Sales team. Without this, all incoming leads will remain unassigned. Things to Keep in Mind Only Owners can configure departments. Only members of your Sales department are ...
Set Reassignment Reasons
Reassignment reasons are the options an owner or manager picks from when moving an order to a different member. Things to Keep in Mind Only owners can set reassignment reasons. Only owners and managers can reassign an order. You can add, edit, or ...
Set Cancellation Reasons
Define the reasons customers or members must select when cancelling an order. This helps standardise cancellations and provides clarity on the reasons behind them. Things to Keep in Mind Only Owners can configure cancellation reasons. You can add, ...
Set Cancellation Policy
Your cancellation policy controls whether a customer is refunded when they cancel an order. Things to Keep in Mind Only Owners can set the cancellation policy. The policy applies to every order in your workspace. Cancelling is always allowed. The ...
Set Reschedule Reasons
Reschedule reasons are the options a member or customer picks from when moving a meeting to a new time. Things to Keep in Mind Only Owners can configure reschedule reasons. You can add, edit, or delete reasons at any time. Whether rescheduling is ...
Set Reschedule Policy
Your reschedule policy controls whether a meeting can be moved to a new time, and how close to the meeting that change can be made. Things to Keep in Mind Only Owners can set the reschedule policy. This policy applies to all order-related meetings in ...
Set Follow-Up Reasons
Follow-up reasons are the options a member picks from when scheduling or extending a follow-up on a meeting. Things to Keep in Mind Only owners can configure follow-up reasons. You can add, edit, or delete reasons as needed. How to Set Follow-up ...
Set Workspace Availability
Manage when you're open for bookings through Availability settings. By setting your Working Hours and Booking Period, you make sure customers know when they can reach you. Things to Keep in Mind Only Owners can edit workspace availability. Managers, ...
Add Workspace Bio
Provide a brief bio and website link for your workspace to help others understand more about your business and the services you offer. Things to Keep in Mind Only Owners can edit these details. Managers, Support, and Members can view this ...
Add Support Info
Add the email address, mobile number, and terms of use link that customers use to contact you. Things to Keep in Mind Only Owners can edit support info. Managers, Support and Members can view it. These contact details do not have to belong to a ...
Add Business Info
Update the name customers see on your storefront, along with your business details to ensure smooth operations. Things to Keep in Mind Only Owners can update this information. Managers, Support and Members can view it. Your legal business name must ...
Manage Bank Accounts
Keep your workspace's payment system efficient by managing bank accounts for seamless transactions. Whether you're adding a secondary account, updating details, or setting a new default account, this process keeps your payment system efficient. ...
Add a Bank Account
To start receiving payments for your workspace, you will need to add a bank account. This ensures that you can easily collect payments when a plan is booked. Things to Keep in Mind Bank Details: Double-check your bank details to avoid any delays. ...