DaySmart

Client Balance

Combine duplicate client profiles into a single record to keep your client database accurate and organized.

Merge Client Profiles

Client / Pet Notes & Balance

Learn how to create, send, and manage online forms to collect client information efficiently.

Online Client Forms

Learn how to make an inactive client active again from their client profile.

How to Reactivate a Deactivated Client

Angel Horowitz

Kyle Goodman

Kate Biel

Clients

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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.

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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.

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.

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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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