Settings for My Workspace
Workspace settings allow you to configure and customize your BotScheduling environment. Access your workspace settings by clicking the gear icon in the upper right corner and selecting "Workspace Details."
Workspace Details
Configure basic information about your workspace:
- Workspace Name - Change the display name of your workspace
- Description - Add or update a description of your workspace
- Time Zone - Set the default time zone for your workspace
- Date Format - Choose how dates are displayed throughout the system
User Management
Control who has access to your workspace and their permission levels. You can:
- Invite new users to your workspace
- Assign roles and permissions to users
- Remove users from your workspace
- View pending invitations
For detailed instructions, see the Managing Users article.
Permissions and Roles
Define custom roles or modify existing roles to control what actions users can perform. Access the permissions submenu to:
- View system roles (Owner, Administrator, User, Read-only)
- Create custom roles tailored to your business needs
- Assign specific permissions to each role
For more information, see the Managing Permissions article.
Billing and Subscription
Manage your payment methods and subscription plan:
- View your current plan and usage
- Add or remove payment methods
- Upgrade or downgrade your subscription
- View billing history and invoices
- Cancel your workspace
For detailed billing information, see the Payment Methods and Price Plan Management articles.
Custom Fields
Configure custom fields for your resources to capture additional information specific to your business needs. Custom fields can be managed in the Resource Management section.
Notification Settings
Configure how and when you receive notifications about appointments, changes, and system updates. Notification options may vary based on your subscription plan.
Data Management
Access tools for managing your workspace data:
- Export your data
- Clear sample data (if applicable)
- View data retention policies