coreplus

If your clients require a referral prior to making a booking, it is possible to make documents mandatory

Make Documents Mandatory

Have an existing website where you'd like client's to be able to access your client portal?

Connect your Client Portal to your existing website

Set the look, feel and functionality to suite your practice needs

CUSTOM - Define your Client Portal for Online Bookings Settings

Connect your Client Portal to Instagram, Linkedin and Facebook

Connect your Client Portal to your Social Media Platforms

You can charge a cancellation fee when clients book via the Client Portal and then don't show up or cancel the appointment

Take a cancellation fee for bookings via the Client Portal

Advanced set ups!

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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

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

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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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