Getting Started With Whatspot

What to do after creating your account

Getting started with our software is easy! Follow these simple steps to set up your organization and start making bookings:

1. Create Your First Category

Sidebar / Spots

To create a category, click the “+ New category” button. In the modal that appears, enter a name for your category and choose a color if desired. You can make additional category settings later.

2. Add Spots to an Empty Category

Sidebar / Spots
To add a spot, click the “plus” button in the bottom right corner. In the modal that appears, enter a name and a short description for the spot. You can upload an image if desired.

Once you’ve created the spot, it will appear in the list on the right. There is no limit to the number of spots per category. Note that the recommended image size is 800 x 1200 pixels and the recommended format is png or jpg.

3. Check How Spots Show Up on the Calendar

Sidebar / Calendar

Go to the calendar view and check that the spots appear as intended. Categories will appear in the left column and spots will appear in the main part of the calendar. Click on a spot to view its details, including the image, title, description, and availability.

4. Invite Your Colleagues to the Organization

Sidebar / People

To invite colleagues, click the “plus” button in the bottom right corner. In the modal that appears, enter your colleague's email address and click “invite”. The invitation will be sent out.

5. Set Category Access

Sidebar / People

To set category access, click the “set category access” option in the menu at the end of the user line. In the modal that appears, check the checkboxes for the categories that the user should have access to. Click “save” to apply your changes.

That's it! Now the selected categories will have the specified access permissions, and the user will be able to see the corresponding spots in the calendar view. If you need to make further changes, simply repeat this process and update the checkboxes as needed.

6. Make Your First booking

Sidebar / Calendar

To make a booking, go to the calendar page and click the big plus button. Choose a spot and enter the details of your booking, such as the date, time, and any additional notes. Click “Book now” to complete the booking process.