Wholistic FAQs

For additional help, you can always reach out to us at support@wholistic.work

What is Wholistic

Wholistic is a comprehensive delivery operating system that gives companies and individuals managing multiple projects a centralised repository for all project artefacts. It organises project-related information in one place, streamlining collaboration and boosting efficiency for all team members. With a unified view of clients, projects, documentation, and communication, it enhances productivity and ensures successful delivery.

Who is Wholistic for?

Wholistic is built for consultants, freelancers, project managers, small business teams, and enterprises handling multiple client projects. With Wholistic, you can manage execution, collaboration, and client engagement seamlessly, all from a single cockpit.

What is a Workspace?

A workspace on Wholistic is a dedicated environment, owned and managed by an individual or team, for handling core activities such as creating, organising, and managing projects, clients, reports, and other resources.

What is a project team?

In Wholistic, a project team comprises all members assigned to a specific project within a workspace, which can include both internal and external participants. External members, such as clients, have limited access to ensure security and privacy.

What are the benefits of using Wholistic?

Wholistic offers several benefits, including:

  • Comprehensive focus on the entire project delivery lifecycle combing project management, communication, and reporting in one platform
  • Unlike other solutions, Wholistic integrates all platforms into a single workspace without forcing users to adopt new tools.
  • Customisable report templates
  • Increased productivity and efficiency through collaborative tools.
  • Flexibility to handle a variety of project types and workflows.
  • Secure data protection using industry-standard encryption measures.
  • Incorporates AI to provide insights, summaries based on linked project data.
Is Wholistic secure?

Yes, Wholistic prioritises security. We use industry-standard encryption to safeguard your data, ensuring that your information remains protected at all times.

How do I sign up on Wholistic?

Signing up for Wholistic is easy! Just visit our website at wholistic.work and click the "Get Started" button to get started.

  1. Verify your email.
  2. Create your workspace.

And you're ready to go!

Is there a free trial?

Yes, Wholistic offers a free trial so you can explore the platform and experience its features before committing.

What happens when my free trial ends?

When your free trial ends, you’ll have the option to choose a subscription plan that best fits your needs. If you decide not to upgrade, your access will be limited, but your data and workspace will remain intact, ready for you to pick up where you left off anytime.

What features does Wholistic offer?

Wholistic provides a range of features to streamline project delivery:

  • Centralised Project Repository: Manage all project artefacts, including communications, plans, and resources, in one place.
  • Helicopter View: Get a unified overview of all work, clients, and tasks across projects.
  • Reporting Tools: Track progress with detailed reports for better decision-making.
  • AI Insights: Leverage AI to gain actionable insights and optimize delivery.
  • Cross-Platform Collaboration: Seamlessly integrate with your existing tools for smooth teamwork.
  • Client Engagement: Collaborate with clients while controlling their access.
  • Secure Environment: Industry-standard encryption keeps your data safe.
Can I use Wholistic offline?

No, Wholistic requires an internet connection to function. Since it’s a cloud-based platform, real-time updates, collaboration, and data access rely on being online. However, we are exploring ways to offer limited offline functionality in the future.

How do I collaborate with others on a project?

Wholistic makes collaboration easy! Just invite others to your workspace or project, and based on the access level you assign—view, edit, or manage—they can contribute in real time. This ensures everyone stays aligned and up-to-date throughout the project.

Does Wholistic integrate with other tools?

Wholistic is a collaborative platform that serves as a consolidation and reporting tool, providing service companies with a centralised repository for all project artefacts. By organising project-related information in one place, It streamlines collaboration and enhances efficiency for all project members. It offers a comprehensive solution for managing clients, projects, documentation, and collaboration, empowering users to make informed decisions and achieve project success.

What are your payment plans?

We offer a variety of payment plans to suit different needs. For detailed information, please visit our website at wholistic.work.

How do I cancel my subscription?

Canceling your subscription is simple. Just log in to your account, go to the billing section, and select the option to cancel. Your subscription will remain active until the end of the current billing cycle.

How can I get support?

For assistance, send an email to support@wholistic.work, and we’ll get back to you in no time. You can also visit our website to explore our help centre for FAQs and guides.

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