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Get started with SaveADay
Set up your workspace, add the essentials, and publish your first customer experience.
5 min read
Sign in to your workspace
Open app.saveaday.ai and sign in with the account your business owner or administrator invited. Each person has their own account and belongs to one business workspace.
If an invitation link has expired or opens the wrong workspace, ask an administrator to create a new invitation from Settings → Members.
Recommended setup order
SaveADay works best when the assistant and customer-facing pages have a small amount of reliable business context.
- 1
Complete your business profile
Add a tagline, short description, contact details, address, and the private operating context used by the assistant.
- 2
Add branches and working hours
Create each location with the correct timezone, then define its weekly opening hours.
- 3
Create your customer records
Add existing contacts or let new customer activity create records as work arrives.
- 4
Build a customer action
Create a catalogue, lead form, waitlist, or bookable service depending on what customers need to do.
- 5
Preview before publishing
Use each module’s Publish tab or public-page preview, check the customer view, and only then share the link.
Start your daily work
- Use Chat for requests that span several apps or when you want a quick summary.
- Open a module from the sidebar when you need a focused table, form, calendar, or editor.
- Check Approvals for customer requests that need a person before SaveADay can act.
- Keep roles narrow: give each teammate only the actions they need.
Still need a hand?
Tell us what you were trying to do and where you got stuck.