Setting Up Your Workspace

Setting Up Your Workspace

Your workspace is the home for all your sites, Reps, leads, and team members. Here's how to set it up properly.

Step 1: Name Your Workspace

When you first sign up, a workspace is created automatically using your company name. To change it:

1. Go to Settings → Workspace.
2. Update the Workspace Name.
3. Click Save.

Step 2: Upload Your Logo

Your logo appears on Reps, lead-capture forms, and client-facing emails and reports (Agency).

1. Go to Settings → Workspace → Branding.
2. Click Upload Logo and select a PNG or SVG file (recommended: 400×100px or larger).
3. The logo previews immediately.

Step 3: Set Your Brand Colour

Choose a primary brand colour that matches your company identity. This colour is used for buttons, accents, and highlights across your Reps and lead-capture surfaces.

Step 4: Connect Your First Site

From the Dashboard or Sites page, click Add Site and enter your domain. We crawl your pages and build the search index automatically.

Step 5: Invite Your Team

Workspace seats vary by plan (1 on Starter, 3 on Growth, 10 on Scale, 25 on Agency).

1. Go to Settings → Team.
2. Click Invite Member and enter their email.
3. They'll receive an email with a link to join your workspace.

Agency customers can additionally invite per-site collaborators scoped to a single client site.

Next Steps

• Site Reps: FAQ, Booking, Lead Form & Search
• Customizing Branding: Logo, Colors, and Styling
• Email Notifications for New Leads