Popular Articles
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 ...
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. ...
Recent Articles
Understand UTM Parameters
UTM (Urchin Tracking Module) parameters are short tags added to the end of a URL. When someone clicks a link with these tags, the platform stores the details alongside the visitor’s activity. These insights help you track marketing performance and ...
Reopen a Lead
You can reopen a lead that was previously closed, in case there’s renewed interest or a need to follow up. Things to Keep in Mind Owners and Managers can reopen any closed leads. Reopened leads return to the New status. How to Reopen a Lead Go to ...
Understand Leads Summary
The Leads Summary view gives you a complete picture of each lead, from how they came in, to what they need, and how far they’ve progressed. What You Will See At the top of the page: Assigned Member: Who is handling the lead Created Date: When the ...
Add a Note to Lead
Keeping track of leads is important when managing multiple prospects. Notes help you document key updates, next steps, or context, making it easier to stay organised and collaborate. Things to Keep in Mind Access: Owners, Managers, and Support can ...
Edit Contact Details
Since leads can be created using unverified information, you can edit their contact details if you receive updated or corrected info. Things to Keep in Mind Only Owners and Managers can edit lead contact details. You can update the name, email, and ...