Setting Up Your Workspace (Admins)
The steps an admin takes to get a new workspace ready.
Admins get a Setup Guide for the first setup. Open it from Settings > Setup Guide.
The Six Steps
- Company profile: name, logo, contact details and regional settings.
- Email domain: send emails from your own domain.
- Phone number: get a number for calls and texts.
- AI assistant: set up the AI voice assistant.
- First event type: a meeting type people can book (Create an Event Type).
- Invite your team: add your teammates (Add Teammates).
Each step shows Done, Not started, In progress or Needs attention. Use Continue, or Skip for now and come back later.
Click Hide Setup Guide when you're done. You can open it again from Settings.
Related: Email and Phone Setup, Event Types and Booking Links, Managing Users and Roles.