Origin

There's a difference between sending reschedule emails to single customer and to the whole group

How To Send Reschedule Emails

Where Can I View Clients' Contact Info?

Want to call a customer? Here's how to find their phone number.

How To See Phone Numbers For Customers

Customer just booked and wants to book more days but the system won't let them check out because email is already in use.

How to find the answers to the questions you ask your customers during the check-out process

Where To See Customer Answers To Your Questions

Where Guides Can See the Answers to the Questions Asked in the Checkout Process

How To Book Returning Customers

Customer Review Update

Where to Find Client Information for Guides

Would like to edit the confirmation emails customers receive with a personal message

How To Edit The Confirmation and Review Request Emails

Confirm their email address, have them check their junk folder, and then resend the confirmation email.

If Your Customer Did Not Receive A Confirmation Email

You can see your guests' responses to questions you ask as can your guides.

Are The Questions Guests Answer Visible To Guides And Admins?

Find information about customers, customer info

How to See Customer Detail Pages

Company admins can remove guests from a trip in the edit booking modal

How To Remove Guests From A Trip

Jessica McWhirt

Customers

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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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.

{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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