Digital Practice

How do I add a new template to my Digital Practice?

Using merge field to pull in information from your PMS records

How do i use merge fields in templates?

How do I add a template to a client message?

What are WhatsApp Meta approved templates?

Setting up a 'Payment request message' template type to be used in the 'Optional message to client' field in a payment request.

How do I set up a template to be used in Payment requests?

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Manage templates used for messaging clients

Templates

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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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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.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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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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