rapidco
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All topics

Start here

  • How rapidco is organised
  • Sign in, password, and MFA
  • Turn modules on

Companies

  • Companies and contacts
  • People on a company

Sales

  • Sales pipeline
  • Proposals and contracts

Projects

  • Create a project
  • Write the project scope
  • Tasks on a project
  • Phases, roadmap, and Gantt
  • Notes, files, links, subcontractors
  • Finish a project and open a follow-up

Documents

  • Documents and templates

Client portal

  • Client portal (staff view)
  • Client portal (customer)

Support

  • Support desk
  • Support requests

Meetings

  • Meetings

Appointments

  • Appointments and public booking
  • Linked workspaces

Billing

  • Invoices
  • Customer billing

Bookkeeping

  • Bookkeeping

HR

  • HR and applications

Leave

  • Leave (vacation planner)

Calendar

  • Company calendar

Website

  • Website module
  • Edit and publish a page
  • News, events, and links
  • Public site, contact, and book

Team

  • Invite the team
  • Roles and who can open what
  • Your profile

Settings

  • Branding
  • Custom domains
  • Workspace settings
  • Export and import a workspace
  • Reports and automation

Appointments

Appointments and public booking

Visitors book at /site/book. Staff book from the week view. Owner hours are the ceiling.

  1. Turn Appointments on. Open Appointments → settings: set timezone (workspace), owner opening hours, appointment types (name, duration, optional Video), and which people are bookable.
  2. Personal hours, if set, are clipped to owner hours. Leave a day blank to inherit owner hours.
  3. Public visitors open your site → Book (or /site/book). They pick a calendar, a type, and a free time, then submit name and email.
  4. Staff book a guest from the week card. Reschedule or cancel from the card. Guests get a manage link in email when mail works.
  5. Tick Video on a type to mint a unique meet.jit.si room per booking. Reschedule keeps the same room.

Personal Assistants and owners/admins see every booking calendar. Other staff see only their own on Appointments. The optional Calendar module is the shared company view.

Linked workspaces: owners generate a key, both paste it, then they can invite each other to remaining free times only. Public bookings, linked invites, meetings, and approved leave on that person all occupy the same busy times.

Related: Linked workspaces · Public site, contact, and book · Meetings · Company calendar · Leave (vacation planner)

← MeetingsLinked workspaces →