Frively

Full instructional video and steps to get your diary ready to make bookings and take payments

Setting up your diary

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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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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Filling out your salon's contact details

Adding your logo and social details

Filling in additional salon settings

Booking settings - team

Booking setting - services

Booking settings - products

Setting up client automatic messaging

Additional salon settings

Getting Started

Seeing 7 day view for a specific team member

Hide all but one team member

Hide a team member from the diary

Changing the lengths of booking slots available

View your diary a full week at a time

Make your diary show in high contrast

Hiding or showing bookings which are cancelled

Hiding or showing bookings which are a No Show

Managing your bookings overlapping or going out of working hours

Navigating around the diary

Team member column showing when not scheduled

Missing team member column in the diary

Change your diary column order

Adding a break

Returning to day view from week view

Week view for multiple team members

Editing a rota from the diary

Making a booking

Making a multipart booking

Editing a booking's duration

Editing a booking's service

Editing a booking's date

Editing a service's start time

Editing a booking's start time

Editing the client on a booking

Editing the processing time on a booking

What is processing time?

See the receipt for a paid booking

Searching your bookings

Quick view: see a booking's price

Quick view: previous and future appointment

View the bills associated with a booking

View consultation answers on an associated booking

Adding a consultation to a booking

Adding professional stock use to a booking

Quick access: going to a client's profile from their booking

Editing a client's notes from their booking

Printing client notes from their booking

Adding notes for a client from their booking

View clients' notes from booking

Rebooking an appointment

Marking a booking as cancelled

Marking a booking as a no show

Marking a booking in salon

Repeating bookings

What is in the booking panel?

Adding a booking tag

Edit the team member on a booking

Quick edit bookings with drag and drop

Diary 

Add deposit or account credit

Using multiple payment methods when taking a bill

Assigning your team commission in the till

Bill status colours

Reprocessing a bill with different items or prices

Reprocessing a bill with a different payment method

Voiding a bill

Printing or emailing a receipt

Changing the amount of account credit redeemed

Calculating change for a bill

Deleting a bill

Redeeming loyalty points

Add a stock use entry

Add petty cash

Saving a bill

Starting a new bill

Refunding a bill

Creating a new refund

Selling more than one of a product

Selling an e-gift card

Redeeming a bundle

Selling a bundle

Adding a discount to a product or service

Adding a discount to account credit

Adding a discount to a gift card

Donating a gift card

Selling a product

Creating a new bill in the till

Taking payment from a booking

Applying a discount

Redeeming only part of a deposit/account credit

Till

Finding previous cash ups

Cashing up is wrong: cash amount

Cashing up is wrong: card amount

Cashing up totals are wrong

Cash up explained

Printing cash up

Cashing Up

Cash Up

A simple guide to online booking.

Your online booking link

Setting up online booking deposits

How to Block Clients from Booking Online

Setting up online booking

Creating an online booking account

Online Booking

Updating a client's communication preferences so they do not receive marketing

Adding progress pictures for a client

Adding a client profile picture

Editing a client's account balance

Delete or anonymise a client

Refer a Friend Scheme

Clients

Linked or follow up services for Online Booking

Deleting a service

Services

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