typework⌘ K
Day-to-day work
Keep your business records in order
Check, add and update the rows behind bookings, services and other daily work.
Read a sheet before changing it
Open Sheet and select the relevant table. Each row is one record; each column describes part of it. Start with a few familiar records and check that names, dates, prices and status match what you expect.
Add or update a record
- Use New (or Add row in its menu) for a new record. Fill in the required details.
- For an existing record, select the right row and use the available edit controls.
- Check that the change saved. Reopen or refresh the sheet to verify it.
- If a booking or page uses this record, check the related screen as well.
Import a small sample first
Ask Copilot to check the file and explain the proposed matches before importing. After an agreed import, compare the number of rows, check several examples, and look for duplicates or missing details. Preserve phone country codes and clarify currency and date format.
TRY ASKING
Check these 5 sample bookings before import. Dates are day/month/year. Keep phone numbers with their country codes. Show any duplicates and do not overwrite existing bookings.
Export and check the outcome
Use the export menu for the available Excel or CSV option when you need a copy. An exported table is a copy of those records, not a full backup of your pages, files or workflow settings.