Everfit

Add clients to selected groups after they activate their package

Package Settings: Group tags

Automatically reactivate archived clients when they activate a package

Package Settings: Reactivate Archived Clients

Enable clients to cancel a recurring subscription by themselves

How to enable Self-Cancellation for a client

Send email notifications for clients with failed payments

Package Settings: Overdue Reminder

Restrict clients from signing up for a free trial of a package more than once

Free Trial Settings: Allow clients to sign up once

Automatically issue session credits when clients purchase or renew a package.

Session Credits for Packages (Beta)

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Emma

Package Settings

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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.

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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