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.
Product/Service Types
Define categories to classify contacts and pipeline items.
Holidays
Set the public holidays and company days off that automatic tasks skip.
Sales Activities
Recurring prospecting habits that become tasks for every Sales Person.
Alerts
Email teammates who stop adding contacts (Contact Activity Reminder).
Prompts
Write and manage the saved AI instructions your workspace uses.
API Keys
Keys for scripts and integrations. A key has its creator’s full access, so treat it like a password.
Webhooks
Send new deals to Zapier, Make, n8n or your own server, signed with a secret.
Your Profile
Manage your personal information, connect your email and calendar, set prospect and travel preferences, and leave or delete an organization.
- Integrations — Link Gmail or Outlook and Google or Microsoft Calendar, and set up your email signature.
- Prospect Preferences — Target industries, company size, monthly sales target, and travel budget and distance.
- Social Media Links — Add LinkedIn and other social links through the AI assistant.
Organization
Manage your organization's business details, billing, and multi-tenancy settings.
- Business & Billing — Configure currency, GST, and location settings.
- Mailing Address — The postal address printed in marketing email, and required before a Broadcast, newsletter or sequence can start.
- Do-Not-Email List — Addresses that unsubscribed or bounced, kept across the whole account.
- Data & Privacy — Turn automatic contact enrichment on or off.
- 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 — Invite teammates, pay for their seat, and manage pending invitations.
- Roles & Permissions — The four roles (Owner, Manager, Sales Person, Operator), the owner rules, and data isolation.
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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