The short answer

Summary is the high-level operating view for the business launch application. It helps you see which OfficeSpaces capabilities are ready and which still need configuration.

Availability: Available to accounts with access to this workspace or feature.

Step-by-step

  1. Review readiness indicators

    Check the displayed state for phone, CRM, email, website, forms, booking, conferencing, payments and document signatures.

  2. Open incomplete items

    Select an incomplete product to see its checklist and the workspace where its setup is completed.

  3. Resolve dependencies

    Connect required providers, numbers, forms, services or payment settings before treating the product as ready.

  4. Return and confirm

    After saving in the product workspace, return to Application Builder and confirm the readiness information reflects the current account.

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