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Business types and enabled services
Understand what changes by industry and how services, plans and permissions work together.
For business owners and administrators
On this page
A workspace in your business's language
Gatherdesk uses an industry profile for terminology, work structure, role names and relevant services. The business type is selected when the workspace is created and cannot be changed in either the business or platform administration screens.
| Business type | Work record | People | Work structure |
|---|---|---|---|
| Travel agency | Itinerary | Clients | Days and items |
| Real estate agency | Deal | Buyers | Stages and fee lines |
| Medical / health clinic | Care plan | Patients | Consultations and procedures |
| Dental practice | Treatment plan | Patients | Appointments and procedures |
| Salon & spa | Booking | Clients | Appointments and services |
| Gym & fitness studio | Programme | Members | Sessions and exercises |
| Events & weddings | Event | Clients | Run sheet days and line items |
| Trades & home services | Job | Customers | Visits and tasks |
| Online store | Order | Customers | Shipments and line items |
| Other / general business | Project | Clients | Stages and line items |
Three things decide what you can use
Business relevance
The industry profile limits which services can be offered. Travel inventory and travel documents belong to travel workspaces.
Service activation
The current plan limits which services can be activated. Free and Starter stay focused on customer conversations in every industry. Broader plans can expose relevant operational services; Website Chat also needs Enquiries.
Your permissions
Your role and source assignments determine what you can see and do inside those services. Administrator-only setup is separate from everyday staff actions.
Scheduling follows the work
Salon, clinic, dental, fitness, event and trades work supports date and time inputs. Travel uses departure and return dates and consecutive itinerary days. Deals, orders and general projects use calendar dates, with precise times available for staff assignments.
Use the labels and fields supplied by your workspace. When a specialised feature is missing, changing the title of a work record does not add that capability.
What the current workflows cover
The industry profiles support the shared CRM flow: enquiries, customer records, work, service items, assignments and billing where enabled. They are a starting point for operational work, with explicit service boundaries.
- Clinic and dental profiles do not provide a complete clinical records or diagnostic system.
- An online-store order is not a complete stock, shipping or fulfilment integration.
- Property portals, recurring classes, room capacity and jurisdiction-specific tax rules require dedicated functionality beyond these shared records.