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Ask your manager for the workspace invitation, assigned customers and an approved practice record. If access is missing, ask them to check it rather than creating another organisation.

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Get ready

Complete first sign-in availability setup: choose timezone, review Onsite appointments and Phone or video appointments, then Save and confirm. An empty schedule is allowed when you are unavailable. Review it every 28 days. Your manager controls booking eligibility and service areas.

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Take a quick tour

  1. Open Rep Overview and find appointments and work needing attention.
  2. Open Tasks → My tasks to see owned and tagged follow-ups.
  3. Find Customers, Comms, Quotes and Calendar in the sidebar.
Your administrator handles business setup, billing, integrations and pricing. For more detail, read Workspace basics or Sales availability. Course overview