How to Create a Workspace
A workspace in retaincoda is a self-contained environment for your business. It holds all your clients, projects, invoices, proposals, and team members. You can create multiple workspaces — for example, one for freelancing and another for a side business.
Step 1: Open the Workspace Selector
After logging in, if you have no workspace yet, you'll be prompted to create one. Otherwise, click the workspace name in the top navigation or go to Workspace → Create New.
Step 2: Fill in the Workspace Details
- Workspace Name — A descriptive name for your workspace (e.g. "My Freelance Business", "Design Studio").
- Description (optional) — A brief note about what this workspace is for.
Step 3: Select a Plan
Choose from the available subscription plans:
- Starter — Ideal for solo freelancers getting started.
- Partner — For growing businesses with more features and team members.
- Team — Full-featured plan for teams needing maximum capacity.
You can always change your plan later.
Step 4: Save and Start Working
Click "Create Workspace". You'll be taken to the workspace dashboard where you can start adding clients, creating projects, and sending invoices right away.
What Comes Next?
After creating your workspace, we recommend:
- Set up your billing information — Add your business name, address, and logo for professional invoices.
- Invite team members — If you're working with others, invite them to collaborate.
- Create your first client — Start building your client base.
Each workspace is completely independent. Clients, invoices, and data from one workspace are never visible in another. This is perfect for keeping personal and business-related work separate.