Customer Care Team

Open the account menu, then choose Setup guide.

Account menu with Settings, Setup guide and Cookie settings.

Setup guide is available in the account menu. Account details are masked.

Choose Edit your profile to open Settings, Add a link or Style your page to open the builder, or Connect a store to open Connections.

Top of the setup guide with Edit your profile and Add a link buttons and the actual completion badges.

The setup guide provides actions such as Edit your profile and Add a link. This crop shows the first tasks.

Choose See your receipts to open Receipts. Use Back to Overview to return to the dashboard.

1. Open the account menu, then choose Setup guide.
 Account menu with Settings, Setup guide and Cookie settings.
 Setup guide is available in the account menu. Account details are masked.
2. Choose Edit your profile to open Settings, Add a link or Style your page to open the builder, or Connect a store to open Connections.
 Top of the setup guide with Edit your profile and Add a link buttons and the actual completion badges.
 The setup guide provides actions such as Edit your profile and Add a link. This crop shows the first tasks.
3. Choose See your receipts to open Receipts. Use Back to Overview to return to the dashboard.

You arrive at the section for the selected setup task.

The setup guide brings together the main places used to prepare a Receipt page. Start from a signed-in creator session.

Find your next step in the setup guide

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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.

Find your next step in the setup guide

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