Zeeg Workspaces allow agencies and service providers to create separate, fully independent environments for each client within a single account. Each workspace functions as a complete Zeeg organization with its own CRM data, calendar integrations, billing, and settings—making it ideal for agencies managing multiple clients while maintaining professional boundaries and account handoff capabilities.
Workspace creation is available on all Zeeg plans. You can create as many workspaces as needed, with each workspace running on its own individual subscription. For example, you might have one workspace on the Business plan for a client who needs advanced features, and another on the Professional plan for a client with simpler requirements.
Understanding Workspace roles
Before setting up client workspaces, it's important to understand the different access levels:
Workspace Owner: Has complete control over the workspace, including billing, user management, and the ability to delete the workspace. When you create a workspace for a client, you start as the owner, then transfer ownership to them.
Administrator: Can manage all workspace settings, users, and data, but cannot access billing or delete the workspace. This is the ideal role for agency account managers who need full access to configure client workspaces.
User: Can use scheduling pages, access CRM data, and manage their own calendar connections, but cannot modify workspace-level settings. Standard role for client team members.
External: Limited access role designed for external collaborators who need to participate in specific scheduling pages or view limited CRM data without full workspace access. Perfect for contractors, partners, or temporary team members who shouldn't see all workspace data.
Example role assignments for a client's team
Marketing agency client:
Marketing Director: Administrator
Account managers: User
Freelance designers working on specific projects: External
Consulting firm client:
Operations Manager: Administrator
Senior consultants: User
Partner consultants from other firms: External
Real estate agency client:
Office Manager: Administrator
Real estate agents: User
Independent mortgage brokers: External
Related article: Add users to your organization.
How to create a client workspace
From your Zeeg dashboard, click on your account name in the top left corner and select + Create workspace from the dropdown menu.
Enter a workspace name—use your client's company name for easy identification, and add the email addresses of any agency team members who should have access to help configure this workspace.
Click Create and you'll be immediately taken to the new workspace, which starts with a clean slate.
Configuring the workspace for your client
Now you'll set up the workspace exactly how your client needs it. Here's the recommended configuration sequence:
Complete the basic setup
Click on your Workspace name in the top left corner and navigate to “Workspace settings”.
Then, click General under Workspace, and customize.
*Calendar connections are tied to individual user accounts, not to the workspace itself, meaning you’ll have to transfer workspace ownership.
After you transfer workspace ownership, the new owner will need to:
Navigate to Calendar Connections in dashboard
Choose their calendar provider (Google Calendar, Microsoft Exchange, or Apple Calendar)
Authenticate with their own credentials
Choose which calendars to check for conflicts and where to add new meetings
Each team member who will be hosting meetings in the workspace will also need to connect their own calendar individually.
Set availability schedules
On the right workspace, click on Availability
Click on the user dropdown (where it says "My availability" by default)
Select the user whose availability you want to configure and edit the hours
Hit Save
*While you can set availability for users during workspace setup, it's generally better to let each user configure their own availability once they join the workspace. The availability you configure serves as a starting template. When your client takes ownership and their team members join:Each user should navigate to Availability in their dashboard
Review and adjust the working hours to match their actual schedule
Create multiple availability schedules if needed (e.g., "Office Hours", "After Hours", "Workshop Days")
Save their personalized availability
Create scheduling pages based on your client's needs
In the left sidebar, navigate to Scheduling Pages
Click + Create new to create a scheduling page
Configure the meeting type, duration, location, and description
Customize the scheduling page color and slug (URL)
Set up any meeting limits, buffers, or advanced settings
Set up CRM structure (if your client wants this)
Create custom objects relevant to their business (Deals, Projects, Properties, etc.)
Add custom attributes (fields) to People, Companies, and custom objects
Configure relationships between objects
Configure integrations
Navigate to Workplace Settings
Click on Integrations under Connections in the left sidebar
Browse available integrations and follow the instructions of the ones your client needs
Common integrations to configure:
Zapier workflows
Video conferencing tools (Zoom, Google Meet, Microsoft Teams)
Payment processors (if applicable)
Other third-party tools
For step-by-step setup instructions for specific integrations, refer to our dedicated integration articles such as Zapier Integration, Video Conferencing Setup, and other integration guides in our help center.
Testing the workspace
Before handing over to your client, test the setup. Consider these:
Book test appointments: Use the scheduling pages to book test meetings and verify the flow works correctly. If you skipped calendar integration, you can still test the booking flow—you'll receive email confirmations instead of calendar events.
Test automations: Trigger any workflows or automations you've configured to ensure they work as expected.
Check notifications: Verify that confirmation emails, reminders, and cancellation notifications are sent correctly.
Review CRM data: Ensure custom objects, attributes, and relationships work as intended.
Test integrations: Verify Zapier zaps and other integrations are functioning properly. Note that calendar sync can only be fully tested once your client connects their own calendar.
Transferring ownership to your client
After transferring ownership, your client becomes responsible for the workspace's billing and has full control over all settings. You can remain in the workspace as an Administrator to provide ongoing support if needed.
Once the workspace is fully configured and tested, you're ready to transfer ownership:
In the client's workspace, navigate to Workplace Settings > Users and click Invite user.
Enter your client's email address. Then click Invite user.
Once your client accepts the invitation, they'll have access to the workspace.
Then go to Workspace Settings.
Refer to Users.
Find your client in the user list. Navigate to their current role, then change their role to Owner using the dropdown menu.
After ownership transfer, guide your client through connecting their calendar
If your client has team members who will be hosting meetings, each person needs to connect their own calendar:
Each team member logs into the workspace with their own Zeeg account.
They navigate to Calendar Connections in their personal settings.
They connect their individual calendar following the same process as the owner.
FAQ
Can I manage multiple client workspaces from one account?
Yes, you can create and manage as many client workspaces as needed from your single Zeeg account. Simply switch between workspaces using the workspace dropdown in the top left corner.
What happens to my access after transferring ownership?
After transferring ownership, you remain in the workspace with the role the new owner assigns you (typically Administrator). You can manage settings and provide support, but cannot access billing or delete the workspace. The new owner can also remove you from the workspace entirely if they choose.
Can I transfer ownership back to myself?
The current workspace owner can transfer ownership to any user in the workspace, including back to you if needed. However, this should be coordinated with your client as they will lose owner-level access.
Do I need to create separate Zeeg accounts for each client workspace?
No, you use your single Zeeg account to access and manage all client workspaces. Each workspace is a separate environment, but you access them all through your one account.
What if my client doesn't have a Zeeg account yet?
Before transferring ownership, have your client create a free Zeeg account using their business email address. Then invite them to the workspace and transfer ownership.
Can I set up multiple team members for my client before transferring ownership?
Yes, you can invite all of your client's team members to the workspace before transferring ownership. Assign appropriate roles (Administrator, User, or External) based on their responsibilities. However, each person will still need to connect their own calendar after joining.
What happens to the workspace's subscription plan after ownership transfer?
The workspace subscription is tied to the workspace itself, not to the owner. When you transfer ownership, the subscription plan and billing remain the same—the new owner simply takes over billing responsibility. They can upgrade, downgrade, or cancel the subscription as needed.