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Account settings

Add or edit your business information, time zone, and more.

Business details

Manage your notification preferences and choose how you want to be contacted.

Notification settings

Take full control of your schedule by setting work hours and time blocks so clients can book exactly when you’re available.

How to set or edit your standard work hours and availability

Manage your booking hours, policies, and more.

How to edit your online booking settings

Manage resources like rooms, equipment, and vehicles and link them to services.

How to add or delete bookable resources

Earn money to use toward growing your business by referring other pros!

Referral program: How to refer a pro

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How to unsubscribe

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How to reset or change my password

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How to deactivate, cancel, or close your account

Manage your business settings in one place.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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