Fit Pro Tracker

Recorded Onboarding 102 Video

📣 Campaigns Management & Dashboard

Creating forms for check-ins, progress reports and testimonial.

Forms Management

Get information from leads in an easy and quick way

Referral Management + Video

Managing Follow-Up Tasks for Single Contacts, Batches, and Campaigns

What to do if contacts unsubscribed via Email or SMS

Unsubscribed Email and SMS + Video

Staff Activity

How to schedule appointments and schedule batch appointments

Schedule Appointments in Fit Pro Tracker

Find out why your contacts are not getting your emails

Contacts Not Getting Emails

Sofia Zúñiga Vega

Onboarding 102

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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.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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.

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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