Managing Workspaces

To log into your workspace, enter the email address and password used to create your account.

For additional assistance with password reset, visit https://botscheduling.com/docs/my-account#forgot-password

After creating your workspace, you can initiate the setup process. At the top of the workspace dashboard, you will find a banner displaying "Sample Data - Workspace is using sample demo data" along with the option to clear all sample data. The sample data serves as a great way to explore the potential of your workspace, showcasing examples of customers, appointments, resources, services, etc. Once you have reviewed and cleared the sample data, proceed to input your business's details. This includes adding your customers and resources, and customizing your permissions and settings.

The workspace user menu provides easy access to various options specific to your user account. Click on your user name to view the dropdown menu where you can manage your profile, settings, and tickets.

Setting up your workspace profile is a straightforward process. To begin, locate your name and from the drop-down menu, select "profile" from the options. This will take you to your profile page, where you can start customizing your workspace, adding essential information, and uploading your avatar.

To tailor your workspace experience, choose "Settings" to access a new page where you can customize your preferences. Adjust the settings to suit your needs, from notification options to appearance and integrations.

The Support Tickets folder is a handy feature for managing support inquiries efficiently and allowing you to consolidate and organize your submitted support tickets. This ensures you can easily stay on top of your requests, providing prompt responses and seamless support. Every interaction is recorded and associated with a unique ticket ID, creating a comprehensive history of your interactions for consistent communication and effective resolution of your support needs.