People, Teams & Scheduling

Lessons

Lessons

1. 1.

   Teams: Structure, Leads and Membership

   Creating teams, nesting, leads, and how teams drive assignment and reporting.

   7 min
2. 2.

   Workload: Spotting Overload Before It Happens

   Capacity, allocation, heat view, and rebalancing work.

   8 min
3. 3.

   The Calendar: Tasks and Leave at a Glance

   What the calendar draws, what it does not, and where the other dated things live.

   4 min
4. 4.

   Booking Pages: Let Clients Book Time With You

   Availability, buffers, booking page branding, and the booking flow.

   4 min
5. 5.

   Messaging and the Shared Inbox

   Internal messaging vs the shared client inbox, assignment and SLAs.

   4 min
6. 6.

   Guests: Giving Outsiders Limited Access

   Guest invites, scope, expiry and audit.

   4 min
7. 7.

   Notes: Your Workspace Knowledge Base

   Notes, linking to records, sharing and search.

   5 min
8. 8.

   Drives: Files, Folders and Permissions

   Uploading, folder structure, sharing, versions, and storage limits.

   8 min