Guided Workspace Setup is an optional assistant that prepares a configuration plan from your online profile and business notes. Use it to review suggested appointment types and settings for Business Suite and your journal.
Start with your business information
- Sign in and open Guided Workspace Setup.
- Select Build a Setup Plan.
- In Website, profile links, or business notes, enter your business website, professional profile links, a short description of your services, or a combination of these.
- Review the saved configuration shown in the form. Update your business address, state, commission details, and selected services where applicable, and complete any required fields.
- Submit the request. The plan may take time to prepare; the app opens its setup proposal and tells you that an email will arrive when it is ready.
For example, an independent mobile notary might provide a business website and a note explaining that they handle general notary work and loan signings. Use business information relevant to configuration; customer documents are not needed for this step.
Review the suggestions before saving
The assistant can suggest appointment types from your profile and Business Suite or journal settings suited to your state. Review the plan against the services you actually provide, your fees, and your preferred workflow.
During the guided walkthrough, accept, skip, or edit suggestions before saving. A generated recommendation still needs your judgment, especially for service descriptions, prices, and state-specific requirements. Creating a plan does not establish regulatory approval or activate RON access.
Continue a saved plan
Return to Guided Workspace Setup to continue an existing plan. The card can show your last-opened plan and also offers Start a new setup plan. If an older proposal has been replaced, use the newer plan offered by the app.
For the configuration checklist without profile-based suggestions, open Business Suite Quick Setup. See Continue Business Suite setup for how saved choices and existing settings affect the remaining steps.
If you cannot continue
Check that you are signed into the account that created the plan. Follow the app's newer-plan prompt if a proposal was replaced. If a request fails or remains unavailable, contact support with the problem you see.
Return to Business Suite guides.