Airsquare

Dave Quested

Clare Wade

Callum McFadgen

Contacts

How to add and edit people to your website contacts

People

How to bulk add/update people using our import feature

Importing people

How to export a spreedsheet of people data

Exporting People

Person logins

Remove duplicate person records by merging them together

Merging people

Automatically create a recurring order for a person

Person recurring orders

How to add, edit and delete a person comment

Person comments

Allow people to join online, track memberships for people, automate renewals and take payment via our ordering system.

Person memberships

People tag groups

How to add, edit, delete and use person tags.

Person tags

Person email lists

Person custom fields

Organisations

How to add an image and a hero image to your organisation categories.

Organisation category media

How to bulk add/update organisations by importing a spreadsheet of organisation data.

Importing organisations

How to add, edit and delete organisation logos and hero images

Organisation media

How to export a spreedsheet of organisation data

Exporting organisations

Remove duplicate organisation records by merging them together

Merging organisations

Track memberships for organisations, automate renewals and take payment via our ordering system.

Organisation memberships

How to add, edit, delete and use organisation categories

Organisation categories

How to add, edit and delete an organisation comment

Organisation comments

Organisation tag groups

How to add, edit and delete organistion tags.

Organisation tags

Organisation custom fields

Edit the global settings for organisations

Organisation settings

Bulk add/update contract prices using our import feature

Importing contract prices

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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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