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Add a new user (internal) in your dashboard.

How to invite a new user to your business dashboard

Adding the main logo or brand, and fonts to your dashboard

How to configure your brand kit

Image requirements for images. These are only for Wallet and Brand logos. General image files to upload do not have these requirements

Formatting requirements for images.

Create a new location (profile) on your dashboard.

How to add a branch or shop to your account

How a customer customise their digital loyalty card or wallet pass, and add different contact information to it (name, points, etc.)

How to configure and design your wallet pass

The best ways to promote your program and encourage more customer sign-ups.

How to market your program to get more sign-ups?

A guide to transferring data and changing loyalty programs

Moving to your new program from an existing one

Keywords & Terms to know

Five must-have automations!

Miles Zunker

First steps so you can start getting data and build the hype!

Quick Start

Create a custom design with text, images, and links

Business Dashboard

Website

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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.

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