What is the workspace?
Your workspace is your organization in Jengo. It holds your services, staff, clients, appointments, workflows, and agents. One workspace per business or brand.Steps
1. Sign in
Open your Jengo URL and sign in. Confirm you’re in the right organization (e.g. name in the header or Settings).2. Add services
- Go to Directory → Services.
- Click Add service (or New service).
- Enter name, price, duration, category, and optional description and image.
- Save. Add all services you offer so you can use them in appointments and with agents.
3. Add staff
- Go to Directory → Staff.
- Add each team member: name, role (e.g. stylist, receptionist), contact, and availability or working hours.
- You can refine schedules and specialties later. Staff can be assigned to appointments.
4. Add clients
- Go to Directory → Clients.
- Add clients as they book or as you migrate data: name, contact, optional notes and preferences.
- Link clients to appointments and conversations so history and context are in one place.
5. Optional
- Appointments / Calendar — Start creating appointments and use reminders or workflows.
- Invite teammates — Settings → Team or Invitations; add members and roles.
- Integrations — Connect Stripe, calendar, or SMS in Settings if enabled.
Next steps
- Appointments — Manage and use appointments.
- Sharing with your team — Invite and manage access.