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Member Portal:  What Customers See on a General Plan

Operate Portal - How a General Plan Looks for Customers

Tailoring the Online Plan URL for Multiple Websites

Member Portal:  Preview Plans and Add Them to Your Website

Member Portal:  Adding Online Plans to Your Website

Member Portal:  How to Test Your Newly Created Plan

Member Portal: Testing your Plans

Member Portal:  Knowing when a Plan is Purchased

Member Portal:  New Plan Purchased Notification

Create Discounts Codes for customers to use on Meeting Rooms and Desks within the Portal, and for Online Plans

Member Portal:  Promo Codes

Member Portal:  What to Keep in Mind When Creating Online Plans

Member Portal:  Considerations before Creating Your First Plan

Member Portal:  What Are Online Plans Suited For?

Member Portal:  Types of Products to Sell with Online Plans

Member Portal:  Packages Are Contained within Plans

Member Portal:  The Difference Between Plans and Packages

Member Portal:  Types of Online Plans You Can Create with Operate

Member Portal:  Online Plan Types

Member Portal:  The General Online Plan Creation Process

Member Portal:  Creating Online Plans

Create Packages to Use with Online Plans on your website or Member Portal

Creating Online Packages for the Member Portal

Operate Member Portal: The Benefits of Using Online Plans

Operate Member Portal: Introduction to Online Plans - The Benefits

Online Plans

Create a custom design with text, images, and links

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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.

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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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