DaySmart

Learn how to merge duplicate client accounts and choose which information to keep.

How Do I Merge Duplicate Clients?

Learn how to set up loyalty point rewards, record and adjust client points, and redeem points on a ticket.

Loyalty Points & Rewards Overview

Learn how to access a client's formula history from the Clients screen or a ticket, and how to manage notes.

Client Formula History Overview

Learn how to record client referrals, credit referring clients, and track referral activity and totals.

Client Referrals Overview

Learn how to apply, use, add amounts due to, pay off, and manually adjust a client's account balance.

Client Balance Overview

Learn how to check permissions, enable client ID editing, and change a client's ID.

Change a Client ID

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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.

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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.

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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.

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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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