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How to Create a Workspace

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Zoho Bookings workspaces are dedicated spaces for organising related services, useful when a business runs several locations, brands or service groups. This guide explains how to create a new workspace and who can manage them.

What a workspace is

A workspace is a separate unit within your account. For example, a salon chain with branches in several cities could give each city its own workspace. Each workspace has its own settings for notifications, policies, rescheduling and cancellation rules, and booking page preferences.

How to create a new workspace

  1. Click the Manage Business icon in the top right corner of your Zoho Bookings dashboard.
  1. Select Workspaces from the dropdown menu.
  2. Click the plus (+) icon at the top left corner of the Workspaces section.
  3. Enter a name for your new workspace in the pop up.
  4. Click Save.
  1. You are redirected to the Settings page for the new workspace, where you can add or edit its details.

Who can create or view workspaces

  • Super Admins and Admins can view and edit workspace information.
  • Managers can view workspace information but cannot edit it.
  • Staff do not have access to workspace settings.

Tips

  • Choose a clear, descriptive name for each workspace so it is easy to identify.
  • Remember that all services grouped under a workspace share the same settings, so keep logically related services together.
  • If you plan to expand, organise workspaces by geography or service type to keep things manageable.

Frequently asked questions

Do I need to create a workspace when I first sign up?

Yes, you create your first workspace as part of the initial Zoho Bookings setup. You can add more later, subject to your subscription plan.

Who can create or edit workspaces?

Super Admins and Admins can view and edit workspace information. Managers can view it but not edit it, and Staff have no access to workspace settings.

Need help?

Need help setting up workspaces in Zoho Bookings? Contact support@thoughtlogik.com or see our Zoho implementation services.

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