How to Create a New Workspace in Randevu Plus

You’ve just joined Randevu Plus and you’re looking at an empty screen — knowing where to begin isn’t always obvious. The first step in moving your business online is creating a workspace, the place where all your appointments, your team and your services will live. Setting this foundation up correctly from the start means you won’t be wrestling with calendar clashes, missing customer details and half-finished settings later on.

In this guide you’ll see, step by step, how to create a new workspace: from your business details to working hours, services, team and your online booking page, we’ll cover each stage in order. The goal is for you to finish setup with an organized system that fits the way you work and is ready to take bookings.

What is a workspace and why does it matter?

Your workspace is your business’s digital hub on Randevu Plus. Your calendar, services, team, customer records and reports all run inside it, connected to one another. So creating a workspace isn’t just opening an account — it’s bringing your day-to-day operations into the software.

Setting this foundation carefully has two concrete benefits. First, when working hours and service durations are defined correctly, clients only book the times you’re genuinely available, which reduces the risk of clashing or incorrect bookings. Second, when team members and permissions are clear from the start, everyone sees only their own work and responsibilities don’t get tangled. In short, a well-built workspace removes the correction time you’d otherwise spend in the weeks ahead.

What to have on hand before you start

Preparing a few details before you sit down to set things up will speed you along. Gathering the following is a sufficient start for most businesses:

• Your business name, address and contact details
• A list of the services you offer, with rough durations and prices
• Your daily and weekly working hours, and any regular days off
• The people on your team and which services each of them provides
• Access details for your WhatsApp and Instagram accounts

If you don’t have all of this ready up front, that’s fine — once the workspace is created, you can update every stage whenever you like.

Creating a new workspace step by step

The order below offers a sound setup path for most appointment-based businesses. As you complete each step, your workspace gets a little closer to taking bookings.

1. Open your business account and enter the basics

The first step is to create your business account and enter basic details such as your name, address and contact information. Because this information appears both on your online booking page and in messages sent to clients, take care that it’s accurate and up to date. Your business profile is the identity of your workspace — it’s the first place your clients recognize you.

2. Set your working hours and calendar

Next, define your working hours. Set which days and times you accept bookings, regular breaks such as lunch, and your days off. For temporary situations, you can create blocked time in the calendar to close off those slots. This way clients only book the time windows you’re genuinely available. A day, week and month calendar lets you see your daily workload at a glance.

3. Define your services and categories

In this step, add the services you offer to the system. Defining a duration and price for each service lets your booking page suggest the right time slots. You can group similar treatments under service categories, and define frequently repeated combinations as packages to make choosing easier for both you and your clients. Setting realistic durations helps prevent appointments from overlapping during the day.

4. Add your team and set roles and permissions

If you don’t work alone, add your team members and assign each a role. Thanks to roles and permissions, reception, specialists and managers each see only their own work in the same workspace. Defining each employee’s own working hours and leave keeps availability accurate, while commission settings help keep end-of-month earnings from getting mixed up. Before building this structure, it’s worth reviewing the staff management options.

5. Publish your online booking page and website widget

Once the basic setup is complete, you can publish the online booking page that lets your clients book. You can share this page on your social media accounts or add it to your existing website as a website widget. That way bookings come in on their own, even while you’re busy with another client. Reviewing how the online booking page works at this step makes it easier to decide which services to show on the page.

6. Turn on reminders and automated messages

The most time-saving side of your workspace is reminders and automated messages. By sending a reminder before the appointment you can reduce the risk of no-shows, and with automated messages you can take repetitive communication such as confirmations and thank-yous off your hands. Automatic no-show handling also helps your calendar reflect reality. Because every incoming WhatsApp and Instagram message is gathered in a single inbox, you won’t miss a single request.

7. Set up payment links and your sales flow

Finally, set up the payments side. When you want to take an upfront payment or deposit, you can send clients a one-time payment link. You can take in-person payments through the sales checkout and keep voids and refunds on record when needed. Following open balances with accounts receivable lets you see clearly who owes what. If you also sell products, you can bring inventory management, barcodes and stock alerts online at this stage too.

How to scale your workspace if you have more than one branch

If you operate from a single location, the steps above are enough. But if you have more than one branch, you can keep your workspace organized as you grow. With multi-branch management you run all branches from a single account, transfer stock between branches and plan branch closures. Finance reports and analytics let you see each branch’s status separately, and the balance withdrawal flow lets you track your earnings from one place.

When you open a new branch, you simply repeat the same logic you followed when setting up your first workspace: working hours, services and team. Once you’re used to it, setup gets faster and faster.

Common setup mistakes

Watching a few points while creating a new workspace reduces how much you’ll have to fix later:

• Not setting realistic service durations: Durations that are too short cause appointments to overlap, while ones that are too long leave empty slots.
• Entering working hours and breaks incompletely: If availability is incomplete, clients may book times you aren’t free.
• Not clarifying team permissions: Rather than giving everyone broad access, defining only the access each role needs keeps the workspace tidier.
• Putting off turning on reminders: Reminders are the simplest setting for reducing no-show risk; turning them on early is often the step with the most payback.

A short real-world example

Suppose you’re a solo skincare specialist moving to a digital system for the first time. You first enter your business details and working hours, then define the few services you offer along with their durations. When you add your online booking page to your Instagram profile, clients now book their own appointments without messaging you. And once you turn on pre-appointment reminders, the burden of calling people one by one during the day disappears. After a few hours of setup, you end up with a workspace that fits the way you work from start to finish.

Frequently Asked Questions

Do I need technical knowledge to create a workspace?

No. Setup is simply a matter of entering your business details, working hours and services in order. Because you can update each step whenever you like, you don’t have to complete everything perfectly from the start.

Which step should I complete first?

It’s best to start by entering your business details and working hours. When these two are defined correctly, the other steps — services, team and the online booking page — move along much faster.

Should I still create a workspace if I don’t have a team?

Yes. Even if you work alone, the calendar, services, online booking page and reminders organize your daily work. You can skip the team-related sections until you need them.

Can I change settings after setting up?

Yes. Working hours, services, team and all other settings can be updated at any time. As your business changes, you can easily adapt your workspace.

Is a single workspace enough for multiple branches?

With multi-branch management you can run your branches from a single account and track each one’s working hours, team and reports separately.

Create your workspace today

If you run an appointment-based business, an organized start runs through a solidly built workspace. You can explore what Randevu Plus offers businesses and, by starting free with the plan that best fits your needs, set up your first workspace to match the way you work.