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Home > Studio Manager (CRM)

Bookings and Enquiries

Manage enquiries and bookings with ease. Use forms to capture leads, questionnaires to gather details, and online booking to streamline your workflow from the very first interaction.
How to create and use forms and questionnaires
Use Workspace forms to collect enquiries, mailing-list sign-ups or information from a client. Choose the purpose before building the questions because it affects how the response is handled.Choose ...
How to manage a new lead from enquiry to booking
A Lead is an enquiry or potential booking that has not yet become confirmed work. Keeping new enquiries as Leads gives you one place to record the details, plan follow-ups and decide what should ha...
How to set up Live Chat
Live Chat lets a visitor send you a message from your website. Set clear expectations about response time and make sure new conversations reach a place you regularly monitor. Open Live Chat setting...
How to use the Workspace Inbox for email and Live Chat
The Workspace Inbox always shows Live Chat conversations. It can also bring email replies into the same Inbox, but email must first be configured for this purpose. If you have not configured email ...
How System Emails work and when to customise them
System Emails are operational messages Workspace sends when a defined action occurs. They can confirm an action, deliver information or remind someone about the next step without requiring you to w...
How to set up your FindMe page
Your FindMe page is a compact, branded page for the links you most often share. It can work well in a social profile, email signature, QR code or printed material.Open FindMeOpen Website in Workspa...
Best ways to use your FindMe page
Your FindMe page works best as a short list of useful destinations, not a directory of everything in your business.Choose one primary actionDecide what matters most right now—an enquiry, booking, m...
How to create a self-booking package and booking page
A self-booking package lets someone choose an available session and provide the required booking information online. Set the package, availability and policies before adding it to a public booking ...
Advanced guide to self-booking package settings
This guide explains the individual settings available when creating or editing a Workspace self-booking package. Use it alongside How to create a self-booking package and booking page. Open Client ...
Best practices for self-booking packages
A good self-booking package makes the service easier to understand and schedule. It should set expectations before someone chooses a date or pays.Keep the choice manageableOffer packages that are m...