For businessesStep-by-step guide
Make your starter setup your own
Discover what you can customize, where to change it, and how to reveal more depth without overwhelming your day.
Open this feature
Business sign-in and the appropriate permissions may be required.
On this page
When to use it
Your workspace looks simple and you want to understand the options available beyond the starter setup.
Make your workspace your own
Make your workspace your own
- 01Find a toolExplore features
- 02Make a changeEdit and save
- 03PreviewCheck the result
- 04Keep what helpsAdd depth gradually
How to use it
- Open Settings → Customize workspace for Home views, menu and phone shortcuts, and Inbox display. Choose a Home starter to preview its existing arrangement, or open an area to fine-tune it. Each area saves separately; preview, cancel and undo let you review changes before keeping them.
- Open Explore features from your workspace menu. Search by what you want to do, then use How to use it for instructions or Open tool to reach its controls.
- Start in Profile & services with your identity, bio, services or styles, pricing and policies. In Public page & photos, edit the available content and sections, upload photos, preview your page and publish when ready.
- Open Booking & deposits to review intake questions, deposit choices, reminders and follow-up settings. Edit the consent document in Consent & waiver. Set bookable hours and blocked time in Calendar.
- Arrange service categories, prices and durations in Service menu and edit your workspace shortcuts in Dashboard menu. Existing projects and intake records remain available.
- Use Simple mode for a quieter personal workspace and turn it off to return to your full arrangement. Search, All tools and Settings remain reachable. Turn optional capabilities on or off in Booking tools & advanced features. In AI controls, review behavior, approved answers and approval settings before enabling automation.
- On Home, open Customize to choose My Workspace, My Day, Overview, Overview + Calendar or Full side panel. Arrange supported widgets, change their sizes, hide what you do not need and pin what should stay in place. Preview before saving; use Cancel, Undo, Reset or saved-layout recovery when you want to return.
- In Inbox, keep queue filters separate from the reading layout. Choose supported list or table views, density, columns and reading position, then save useful filter views. Personal display choices do not change assignments or give permission to read more messages.
- Preview the public experience after changes. Keep learning one tool at a time; return to Explore features or Help whenever you need the next step.
What to know first
- The starter setup is a starting configuration. Solo includes customization. Team invitations show whether access uses a legacy business seat or a personal license; sponsorship is available only through the controls enabled for that account.
- All businesses use the same workspace and custom menus. Your role, plan, enabled features and connected services still determine access. Not every layout, color or workflow is freely editable; use the controls available on each page.
- Texting, payments, calendar connections and AI may need configuration, consent, approval or separate provider costs. Exploring a feature does not activate or purchase it.
How it connects
Saved settings shape your public booking journey and the tools visible in your workspace. Services, forms and preferences adapt the workspace to your business.
A useful habit
You do not have to enable everything. Start with one working booking journey and add tools when you have a clear use for them.