Timebook Knowledge Base
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On this page
  • Adjust Timebook to your work style
  • Improving your experience with personal preferences
  • Settings to match your Team’s workflow
  • High-level configurations for your organization
  • Main articles in this chapter

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  1. Settings & customization

Make Timebook truly yours

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Last updated 3 months ago

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Adjust Timebook to your work style

Timebook customization settings help you tailor the platform at multiple levels. Adjust Preferences to personalize your account, such as setting notification preferences or fine-tuning your calendar view. Use Team settings to optimize collaboration by managing roles, permissions, and available resources. For organization-wide control, Workplace settings help you oversee billing, access management, and integrations. These features ensure that Timebook adapts to meet your needs at every level.

Improving your experience with personal preferences

Personal preferences in Timebook let you tailor the platform to fit your unique work style. Whether you want to fine-tune notification settings to stay updated without feeling overwhelmed, adjust your calendar view to align with your scheduling needs, or enable integrations with external apps, these options give you full control.

Curious about how to set everything up? Visit the section to learn more about configuring your profile, notifications, integrations, and more to create a working environment that feels truly yours.

You can even personalize the sections and modules visible in the Navigator to focus only on content relevant to your workflows. These customization options are available in the [Appearance] section of the Workplace menu.

For more information, see

Settings to match your Team’s workflow

Timebook Teams offer a range of settings to adjust available resources to your team’s unique workflow. You can configure which modules and their associated data are accessible, define user roles for existing members, and invite new collaborators. Additionally, you can customize statuses for different object types within the Team, ensuring processes are clearly defined and easy to follow. For streamlined communication, you can set up an Inbox to automate feedback collection.

Wondering how to get started? Explore the section to see how you can streamline workflows and keep your team on the same page.

High-level configurations for your organization

Workplace settings in Timebook make it simple to manage your organization and ensure consistency across teams. Define your Workplace profile and integrate external tools to boost productivity. Manage members by assigning different roles and responsibilities. Keep billing transparent and up to date with tools for managing subscriptions, and organize content using tags to make resources easy to find and classify.

Ready to take charge? Visit the section for step-by-step guidance on tailoring Timebook to meet your organization’s needs.


Main articles in this chapter

Preferences

Optimize your experience by adjusting Timebook to your work style.

Team settings

Manage membership and customize the modules available to your Team.

Workplace settings

Use this dedicated module to manage all aspects of your organization’s configuration.

Preferences
Team settings
Workplace settings
Workplace menu