Set up your Faster workspace

A clean workspace makes every later step easier. Start with the business basics, then connect the tools your team will use every week.

Set the basics

1. Open workspace settings and confirm the business name, contact details, time zone, and default sender information.
2. Add the teammates who will manage the website, customers, bookings, payments, or marketing.
3. Review roles before inviting people so each teammate has the access they need.

Connect the first workflows

1. Create or import the first website pages your customers need.
2. Add a customer or test contact so you can confirm follow-up and activity tracking.
3. Connect payments or bookings when the business is ready to accept requests or collect money.

Good to know

• Start with one real customer workflow instead of configuring every feature at once.
• Use clear names for services, offers, audiences, and campaigns so they are easy to find later.

Keep the page focused on the customer action you want next. You can always come back and improve details after the core workflow is live.