How to Create Your Workspace

Setting up your workspace is quick and easy! Follow these steps and start serving your clients 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 Owner. Learn more about roles and permissions.
• Multiple Workspaces: You can own and join multiple workspaces, and switch between them seamlessly.
• Collaboration: You can start solo or invite your team to join your workspace.
• Plans: You can add plans during setup or later.

Steps to Create Your Workspace

1. Log In: Sign up or sign in to your account and select Create Workspace to start.

2. Add Workspace Details: Enter your workspace name, type of advisory, and business details like website and team size.
3. Personalise Your Workspace: Upload your logo, choose brand colours, and describe your business to create a personalised experience for your customers.
4. Set Working Hours: Define your workspace’s availability to ensure smooth client scheduling.
5. Complete Setup: Review all the details and click on Launch Workspace to go live!
6. Complete KYC: Add business details including address and bank account details to start accepting bookings.

What to do Next?

• Invite Your Team: Learn how to invite your team on your workspace and assign them roles.
• Customise Settings: Adjust your Availability preferences and booking configurations via the Settings icon in the top right bar.

Need More Help?

Contact our support team with your queries and we will help you out.