Selected workspace context
Keep pages and actions tied to the workspace selected by the user.
Organization structure
Give every team the right operating context.
Use workspaces, professionals, internal staff, roles, and settings to connect client appointments with how the organization operates.
Professionals and services
Connect each professional with the services they provide in the appointment operation.
Roles and permissions
Control which organization and workspace resources each role can access.
Appointment settings
Maintain service defaults, booking profiles, professional access, and compensation rules.
Workforce settings
Define venues, job roles, skills, tags, and defaults used to schedule internal staff around appointment demand.
Room to grow
Start with one workspace and add operating units without mixing their day-to-day records.
Create structure without splitting the operation.
Use the same workspace model for client appointments and the internal staff plan that supports them.