Frively

How to see a whole week at a time for a team member

Seeing 7 day view for a specific team member

How to hide all team members except one from your diary

Hide all but one team member

Temporarily remove a team member from showing on your diary screen

Hide a team member from the diary

How to choose if you want to see and make bookings in 5, 10, 15, or 30 minutes increments

Changing the lengths of booking slots available

How to swap between seeing your diary one day at a time to 7 days at a time

View your diary a full week at a time

If you are struggling to see your screen due to screen quality, visual impairment or direct sunlight, you can use this setting

Make your diary show in high contrast

How to decide whether cancelled bookings stay in your diary

Hiding or showing bookings which are cancelled

How to decide whether no show bookings stay in your diary

Hiding or showing bookings which are a No Show

How to decide if your bookings can be made flexibly around working hours and other bookings

Managing your bookings overlapping or going out of working hours

How to move to different days, weeks and months in the diary to get to your booking dates quickly and back to today again

Navigating around the diary

How to remove a team member from the diary who shouldn't be showing

Team member column showing when not scheduled

How to check your team member settings if they are not showing in the diary

Missing team member column in the diary

How to change the order of your teams' columns in the diary

Change your diary column order

Adding a break

How to get back to your standard day view when you have been in week view

Returning to day view from week view

How to see more than one team member in 7 day view

Week view for multiple team members

How to make changes to working hours, absences, or holidays from the diary

Editing a rota from the diary

How to book a client for one of your services

Making a booking

How to schedule a booking with multiple services

Making a multipart booking

Editing a booking's duration

Editing a booking's service

Editing a booking's date

How to change the start time of a service with in a booking

Editing a service's start time

How to change a booking with one or multiple services to a different start time

Editing a booking's start time

How to swap a booking to a different client

Editing the client on a booking

How to change processing time, or gap between services on a booking

Editing the processing time on a booking

Find out what processing time is, and when to use it

What is processing time?

How to see the receipt and full bill for a booking

See the receipt for a paid booking

How to search through your bookings for a specific one

Searching your bookings

How to give your clients a quote for their booking based on your price list

Quick view: see a booking's price

How to quickly see your client's previous booking and future booking

Quick view: previous and future appointment

How to view any paid, pending, or voided bills on a booking

View the bills associated with a booking

How to see the answers your client has submitted on a consultation form linked with the booking

View consultation answers on an associated booking

How to add a required consultation to a booking manually

Adding a consultation to a booking

How to record stock items used during a service

Adding professional stock use to a booking

How to get to the client's profile via a shortcut on their booking

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

How to make an edit to an existing client note from their booking

Editing a client's notes from their booking

How to access a client's notes from their booking and print them

Printing client notes from their booking

How to add a note to a client's profile from their booking

Adding notes for a client from their booking

How to access your client's notes from their booking

View clients' notes from booking

How to book a client in for their next booking quickly

Rebooking an appointment

How to mark a client as having cancelled a booking

Marking a booking as cancelled

How to mark a client as not having shown up

Marking a booking as a no show

How to mark a client as having arrived in the salon

Marking a booking in salon

How to repeat a booking with the same service, team member, and time

Repeating bookings

List of information you can find in the booking panel when you click on a booking

What is in the booking panel?

How to add or create a tag for your client's booking

Adding a booking tag

How to swap the team member on a booking to a different team member

Edit the team member on a booking

How to rearrange and edit your appointments quickly

Quick edit bookings with drag and drop

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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.

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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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