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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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

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. You'll have the opportunity to Test the integration. 


In the next window, click Allow to allow access to your Salesforce account through Setmore. 


… For your Action, click Contact and Continue. 


Click Allow when everything looks good. 


. You will be asked for permission in the next step… Click Allow. 


. If successfully activated, you'll receive a confirmation message. 
7

 staff members?… Setmore Premium 
Setmore Pro 
Setmore Pro+ 
Users 
1 
2-4 
5-

 
Monthly… The Setmore mobile app offers Setmore Pro for 1-4 and Pro+ for 5-

Optional) Adjust your print or page settings if needed (like page orientation–portrait or landscape). 
 

… Click ‘Save’ in the preview window. 
 

Paste the URL where prompted and click 'Update'. 


. Your Booking Page appears… You can adjust the size using the settings to the left of your screen. 


Paste your code into the 'Custom Liquid' box. 


… You will be asked to connect your Google Calendar. 
 

… Map the required fields and proceed to the next step by clicking ‘Continue’. 


: Paste the code into the box. 
Step 7: Voila! Your booking button appears

As an example, let's your calendar begins with a start day of Monday at 

url(https://downloads.intercomcdn.com/i/o/xhnn6n6y/631458/258268fafb9497e915e176d8b782/38209b6ae532fbbf4a6359f42d438fb2.jpg)

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