Business

Business is the workspace's operations hub, consolidating seven business verticals into a single banded surface: Customers (CRM), Commerce (products and orders), Inventory (stock management), Documents (e-sign), Invoicing, Booking, and Loyalty (gift cards and rewards). Each vertical is a tab; the tabs visible to you depend on which features are enabled for your workspace.

Use Business when you need to manage the day-to-day commercial operations of the workspace — looking up a customer record, processing an order, checking inventory levels, sending an invoice, or reviewing a booking. The hub consolidates what would otherwise require moving between multiple separate tools, keeping customer context available alongside the transaction history and the communication record in Email and Chat.

Open Business from the sidebar. The first tab that loads is Customers, which lists all customer records. Use the search bar to find a specific customer by name or email. Click a record to see their full profile, order history, and linked documents. Switch tabs using the strip at the top of the surface — Commerce for products and orders, Inventory for stock, Documents for e-signed agreements, Invoicing for outstanding and paid invoices, Booking for appointment scheduling, and Loyalty for gift card and reward program management. Each tab has a New or Add button in the top right corner for creating new records. Features such as Invoicing and Booking must be toggled on under Workspace Setup before they appear as tabs.