What is Workspace

Modified on Mon, 6 Jan at 12:08 PM

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

  1. Use the sidebar to switch between the key sections: Dashboard, Bookings, Catalogue, Earnings, Contacts, and Reports.
  2. Click the Settings icon to configure your Workspace or manage Team and Plan details.
  3. Use your profile dropdown for account-related actions like updates or sign-out.



Managing Multiple Workspaces

You can create or join multiple workspaces, making it easy to manage different advisories in one account. Each workspace operates independently, with its own plans, bookings, and analytics.

  1. Switch between your workspaces using the dropdown at the top of your screen.
  2. You can also manage your existing workspaces or create new ones from My Account in the Profile dropdown.




Ready to get started? Create your Workspace and invite your co-workers to join you.




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