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YOUR WELCOME PACK

One client.
One real working day.

You work for yourself, by yourself. Start with a few useful details, then let Workloop earn its place in your day.

This pack is free to read. You can use the checks with your current tools while you explore Workloop.

Start with the first steps

Still exploring? See current access and join the launch list. This pack does not grant app access.

Your first useful habits.

Start with the first two steps. Come back for the rest when they help.

01 / Clients

Start with one client

Choose someone you are already working with. Add the contact details you need, then save a short, useful note about what you agreed.

  1. Check the name and contact details.
  2. Keep the relevant agreement or preference with the client.
  3. Leave out passwords, card details and unnecessary sensitive information.

A prompt for today
What would I otherwise need to search for next time?

02 / Work → Schedule

Put the next real job in the diary

Add your next booking. Check who it is for, the service, the time and the duration. Leave room for travel and preparation when you need it.

  1. Check the client, date, time and service.
  2. Review the location and surrounding work.
  3. Review customer requests before confirming them.

A prompt for today
Have I left enough room to do the job well?

03 / Today

Give the morning a clear start

Look at the next booking and anything waiting for your attention. Keep the check short enough to use on a busy day.

  1. Check what is next.
  2. Review waiting requests and overdue tasks.
  3. Choose one useful follow-up.

A prompt for today
What should I sort before the first client?

04 / Work → Tasks

Turn a reminder into an action

Write the next action, the person and a sensible due date. “Ask Jo whether Tuesday works” is easier to act on than “clients”.

  1. Name the action.
  2. Keep the client or booking context linked where available.
  3. Set a realistic due date and check your reminder preferences.

A prompt for today
Who, what and when?

05 / Money

Keep the money record close to the job

Work completed and money received are different things. Keep records up to date so the next review starts with what actually happened.

  1. Check the amount and the linked work.
  2. Only mark money received after checking it arrived.
  3. Review money made, spent and still owed.

A prompt for today
What has arrived, and what is still waiting?

06 / Business

Read your booking page like a new customer

Review the public-facing details after changing services, prices or normal hours. A customer should understand what you offer and how to make a request.

  1. Check the services and working hours.
  2. Open your public booking-page link.
  3. Make sure the details still match how you work.

A prompt for today
Would someone new know what to request?

07 / An end-of-week check

Leave next week a useful starting point

You do not need an empty task list to finish. Give each open item a sensible next step and choose where you will restart.

  1. Review unfinished tasks and unanswered requests.
  2. Check money records against what happened.
  3. Look at the next seven days and choose the first action.

A prompt for today
What can I decide now so next week takes less thinking?

Something getting in the way?

Tell us what you were trying to do, where you got stuck and which device you use. Please leave private client details out of screenshots and feedback.

Contact Workloop

Features can depend on your current app version and setup. Calendar export creates a snapshot. Card collection requires an eligible, configured payment account. Workloop does not replace full accounting records.

Read common questions · See a connected working day