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Set default payment and cancellation policies for all your services.

Setting Up Default Payment and Cancellation Policies for All Your Services

This article provides instructions on how to view and manage all booking-related payment transactions, including processing refunds.

Configuring Service-Specific Payment & Cancellation Policies

Understand the step-by-step process customers follow to book and pay for services directly on your website.

Managing Booking Payments and Refunds

Customer Experience: Booking and Paying for Services

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Payment collection and cancellation policies for booking services.

Booking Payments

Durable Status

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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.

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.

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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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