SalonBridge

Learn how accounts work and how you can use them to your advantage in SalonBridge.

Understanding accounts

Learn how to send your clients an invoice or receipt via SMS.

How to send your client an invoice via SMS

Learn how to send your clients an invoice or receipt via email.

How to send your client an invoice via email

Learn how to edit the selling staff member of a retail sale in SalonBridge.

How to edit the staff member of a retail sale

Learn how to edit the sale date, or staff member of a retail sale in SalonBridge.

How to edit the staff member or date of a retail sale

Learn how to remove a retail item from a customer's account

How to remove a retail item from an account

Learn how to edit the sale date, or staff member of a course sale in SalonBridge.

How to edit the staff member or date of a course sale

Learn how to merge accounts in SalonBridge

How to merge accounts

Learn how to change the default 'view' of the account when navigating from the calendar, or client appointment.

How to change the default view on the account when closing off an appointment

Learn how to delete a tip/gratuity on SalonBridge.

How to delete a tip/gratuity

Accounts

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Create your workspace and invite the people you work with.

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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.

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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