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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.

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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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Take online and in-person payments with the Square integration.

Learn how to make in-person payments as easy as online payments with Square Terminal.

Turn your website visitors into new customers by connecting your Booking Page with your website.

Take customer bookings on your Square Online site

Take cash or card payments from class attendees via your calendar

Learn more about Strong Customer Authentication (SCA) and what it means for you as a Setmore user.

Get info on how Setmore helps you track payments for your annual IRS tax reporting

Troubleshoot the ‘Action required’ message in Setmore Payments and get back to accepting payments.

‘Action Required’ in the Payments section

Every account comes with your very own free customizable Booking Page.

Instantly accept cash or card in the mobile app

Take a cash or card payment for a recurring appointment

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