In short
Set your business profile and timezone, see what your package includes and how many accounts it covers, show your booking planner inside the chat, and send clients a payment request with your bank details.
What it includes
- Business profile and timezone
- Your package: what it includes and your connected accounts
- Your planner inside the chat
- Guest Payments: your bank accounts and payment requests
- Payment requests sent from a conversation
- On the web and in the phone app
Where to find it
Menu › Workspace · Profile, Your package, Guest Payments
Step by step
Set up your workspace profileSee your workspace, package and trial, set the timezone your numbers use, put your planner beside every chat, invite a colleague and choose how you sign in.5 minSee what your package includesWhich package your workspace is on, how many accounts and team members it uses, every feature it includes, and where to change it.3 minTake payments by bank transferAdd your bank account once, send a customer your IBAN, the amount and a unique reference from the chat, then mark the payment as paid when it lands.4 min
Try Workspace & payments free for 14 days
No credit card, then Free. Connect one channel and invite one colleague.
Checked against the live product on 6 October 2026. What each connected account can do is shown on the Channels screen of your workspace.