Owners and admins set up the workspace under Settings › Workspace. Each card saves on its own.
Workspace
Organization name. The name your team and your clients see.
Time zone. Dates and times are shown in this zone, and reminders follow its clock.
Onboarding session length. How long a session your clients book is. A client can have its own length, on its People tab.
Onboarding sessions
Choose how sessions happen: Microsoft Teams or Phone call.
Microsoft Teams. Each booking goes on the engineer’s own Microsoft calendar with a Teams meeting. The join link is in the client’s invitation.
Phone call. The engineer calls the number the person gives when they book.
For Teams meetings, each engineer connects their calendar once, under Profile.
Reminders
People who were welcomed but have not booked or answered the survey are emailed again, then left alone.
Remind every sets the gap, from 1 to 14 days.
Up to sets how many, up to 6.
Nothing is sent between 8 pm and 9 am in your time zone. After the last reminder, the People tab marks the person unresponsive.
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