Documentation overview

Workspace369 connects client records, delivery work, communication, billing, automation, and reporting. This documentation follows those workflows instead of treating each screen as an isolated feature.

Choose a starting point

• Use Quickstart when you are opening a new workspace or want to validate the basic client-to-payment flow.
• Use Clients and CRM when you need to organize contacts, companies, notes, and connected work.
• Use Requests and intake forms when leads should arrive from your website, funnels, or another system.
• Use Online booking overview when clients should book services themselves from a public page or your website.
• Use Inbox overview for conversations, SMS, files, notes, and follow-up.
• Use Product catalog to define what you sell and track stock levels for physical goods and supplies.
• Use Proposals when you need a client to approve priced work before it starts.
• Use Invoices and payments when you are ready to bill a client and follow payment status.
• Use Team access and permissions when you are onboarding teammates or contractors.
• Use Ask AI assistant to find, summarize, and act on your records from inside the app, and Tokens and AI billing to understand what it costs.
• Use Connect AI apps with MCP when you want Claude, ChatGPT, Cursor, or another AI app to work in your workspace as you.

How versioning works

Every article is attached to the Workspace369 release it describes. The current documentation lives under /v/2026.3/. Future product releases will receive a new version so older behavior is not silently rewritten.

If the interface in your workspace differs from an article, verify the documentation version first, then contact support with the page and workflow you are using.

What to include in a support request

Good support context shortens the path to an answer. Include:

1. The page or module where the issue occurred.
2. The client, project, conversation, or billing record involved.
3. The result you expected.
4. The last action completed before progress stopped.
5. A screenshot when it does not expose sensitive client information.

Email support@workspace369.com when the documentation does not resolve the workflow.