Manage Workspaces

The Manage Business icon in the top menu bar is your go-to option for managing all of your booking preferences. This page covers workspace preferences.

Your first workspace will be created by default. A workspace can be the location of your business or a department within your business. The information you added while setting up your business will apply.

To create a workspace,

1. Click Manage Business in the top menu bar. Note that the General tab is selected by default.
   
2. Click Workspaces.
   
3. Click on the Add icon  in the top-right corner to create a new workspace.
   

To modify existing workspaces,

1. Click on the name of the workspace.
   
2. Customize any of the following: 
   

• Basic information like name, status, and description.
  
• Services available in this workspace. Learn more about services.
  
• Notifications for staff and customers associated with services in this workspace. Learn more about configuring notifications.
  
• Custom workflows triggered at various instances of the booking process. Learn more about creating custom functions.
  
• Booking Policies & Preferences
  
• Booking Page URL
  
• Embed As Widget
  
• Registration Form
  
• Booking Page Settings
  
• Booking Page Themes
  

To set up booking policies,

1. Select Policies & Preferences.
   
2. Customize any of the following:
   

• Let Customers Select Staff - Allows customers to select an available staff of their choice.  The option "Include 'auto-assign staff' in the staff list" displays "Auto-assign staff" in the drop-down when customers make a booking. When this option is selected, the system automatically assigns an available staff. This is ideal when you have first-time customers who are not familliar with your staff.
  
• Scheduling interval - The interval between two available slots. For example, if you set 15 minutes here, your booking page will display slots as 9:00, 9:15, 9:30, and so on.
  
• Invoice preferences
  
• Scheduling Window
  
• Pre-Booking - Choose how far in advance you want to allow appointments. For example, you can set to open bookings 5 days before a specific slot.
  
• Last-minute Booking - Choose when you want to close appointments. For example, in the case of a 3pm slot, you can close bookings at 1pm. This means you'll set the time as 2 hours here.
  
• Terms and Conditions - Use to let customers agree to your policies before making a booking. You can customize the message.
  
• Cancellations & Reschedules - If enabled, you can define your cancellation policy here. For example, you can set how many days or hours before an appointment a customer can cancel or reschedule.
  

To edit your booking page URL,

The default URL includes the name of the workspace. You can customize this here. Note that changing the URL doesn't change the name of the workspace.

1. Select Booking Page URL.
   
2. Click Customize under default URL to modify.
   

To embed your booking page,

1. Select Embed As Widget. (Manage Business > Workspaces)
   
2. Click Copy Code to copy and embed your booking page. Note that this will embed the booking page of the specific workspace.
   

To customize your customers' registration form,

1. Select Registration Form. (Manage Business > Workspaces) You'll see two tabs: Guest Users and Registered Users.
   
2. Guest users - Customers who choose not to create an account with your business.
   
3. Registered users - Customers who sign up for an account with your business.
   
4. Define which fields you'd like in the registration form on your booking page. You can customize this for both registered and guest customers.
   
5. Click Add Field to collect more information from customers before they schedule an appointment. Default fields include Name, Email Address, and Contact Number.
   

To customize elements in your booking page,

1. Select Booking Page Settings.
   
2. Select elements you want to display on your booking page. You can upload a logo, add a display name for your business, and show or hide details like contact number, email address, and social media accounts.
   

To change the theme of your booking page,

1. Select Booking Page Theme.
   
2. Choose from the three layouts for your booking page. You can modify the color scheme, upload a banner image, and specify a display title and subtitle.
   

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