Create your workspace

A workspace is your organization in Neugent: its team, its leads, its settings, and its plan. Everyone you invite works inside it, and nothing in it is shared with any other organization.

1. 1Go to Create account and enter your full name, work email, and a password, or continue with Google.
2. 2Name your organization. The URL name is suggested from the name and may only contain lowercase letters, numbers, and dashes.
3. 3You land on your home screen as the Owner. Your timezone is set from your browser; check it under Settings → General.

Your first half hour

• Open Lead intake, type your website address, and connect the sources it recommends. See Connect where leads come from.
• Ask each person who takes meetings to connect their calendar under Settings → Booking.
• Invite at least one other Owner or Admin so nobody is ever locked out. See Invite your team.
• Add an email sender or connect your mailbox so emails go out from your own address. See Send email from your own address.
• Connect your CRM under Settings → Integrations if you use one.

You do not need to finish any of this before the first lead arrives. Neugent answers new leads from day one, with a starter booking link and Neugent’s sending address, until your own are set up.

More than one organization

One account can belong to several organizations, each with its own team, data, and plan. Open the organization switcher at the top of the sidebar and choose Create organization, or switch between the ones you belong to.