Platform & Administration
This section covers everything related to configuring and managing your Booked55 workspace. From pipeline settings and API keys to user roles and multi-organization support, this is where you tailor Booked55 to match your team's workflow.
Workspace Settings
Configure the building blocks of your workspace that affect the entire organization.
Pipelines & Stages
Create, edit, and manage pipeline configurations and stage automations.
Client Types
Define categories to classify contacts and pipeline items.
API Keys
Generate keys for external integrations with read, write, and delete permissions.
AI Prompts
Create prompts used by AI automations in pipeline stages.
Your Profile
Manage personal information, connect Gmail and Google Calendar, and set prospect preferences.
- Integrations — Connect Gmail, Google Calendar, and set up your email signature.
- Prospect Preferences — Define target industries, company sizes, and travel parameters.
- Social Media Links — Add LinkedIn, Twitter, and other profiles.
Organization
Manage your organization's business details, billing, and multi-tenancy settings.
- Business & Billing — Configure currency, GST, and location settings.
- Multi-Tenancy — Learn how users can belong to multiple organizations and switch between them.
Users & Roles
Invite team members, assign roles, and control access across your workspace.
- Inviting Users — Send email invitations to new team members.
- Roles & Permissions — Understand the six role levels and what each can access.
Data Visibility
Control who sees what across the dashboard.
- Global User Filter — Filter all platform data by a specific team member for performance review and coaching.
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