How to Create a Workspace

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Introduction

Workspaces in Zoho Bookings are dedicated virtual spaces used to organize related services. Think of them as separate units within your business. For example, if you run a salon chain across multiple cities, each city—like New York, Austin, or Los Angeles—can have its own workspace. Each workspace will have its own configuration for settings such as notifications, policies, rescheduling, cancellation rules, and booking page preferences.

When you first create your Zoho Bookings account, you’ll also be asked to create your first workspace. After that, you can create additional workspaces as needed—based on your subscription plan.

Step-by-Step Instructions

To Create a New Workspace

Click the Manage Business icon in the top-right corner of your Zoho Bookings dashboard.

2.Select Workspaces from the dropdown menu.

3.Click the plus (+) icon at the top-left corner of the Workspaces section.

4.A pop-up will appear. Enter the name for your new workspace.

5.Click Save.

6.You’ll be redirected to the Settings page for the new workspace, where you can add or edit the workspace’s details.

Who Can Create or View Workspaces

  • Super Admins and Admins: Can view and edit workspace information.
  • Managers: Can view workspace information but not edit it.

Staff: Do not have access to workspace settings.

Tips

  • Choose a clear and descriptive name for each workspace so it’s easy to identify.
  • Keep in mind that all services grouped under a workspace will share the same settings—make sure they belong together logically.
  • If you plan to expand, organize workspaces geographically or by service type for better management.

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