FLiiP

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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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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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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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Create your account and invite the first people to your workspace.

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Update your plan, payment method, and invoices.

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Getting Started

How do I migrate my members' data to FLiiP?

Email template to send to your members for your launch

Data transition to FLiiP

Data transitions

How to launch your FLiiP platform?

Step 1 - Visual setup

Step 10 - Connect your Mailchimp account

​Step 11 - Set up your business rules (Initial parameters)

Step 2 - Create your merchant account to process payments

Step 3 - Connect your merchant account

Step 4 - Validate your communication email

Step 5 - Manage taxes

Step 6 - Create FLiiP accounts for your staff & the differences of account types)

Step 7 - Create your class schedule

Step 8 - Memberships

Step 8 - Initial Implementation of Professional Services

Step 9 - List of templates: Review & Activation

Initial setup steps

How to archive a member

How to export the email list of your active members or a specific group?

Can the same email address be used for more than one account?

Is that possible to have two users on the same email ?

How to add a custom field that appears in the member profile?

How to add a new member?

User credit information

Why can’t I assign a membership to a member even though it should be paid by their spouse/partner?

How do I follow up on completed memberships?

What do I need to validate when my member isn't able to connect to their profile?

How to set a fixed payment date

How to create recurring registrations for a member

Management of multiple subscriptions on the same user

How to delete a transaction in error with the payment method "credit card"?

Members

Does FLiiP automatically verify the accuracy of member addresses when a profile is created?

Why was a payment processed using a different card than the default one on file?

E-signature: Understanding Contract Statuses & Pending Signature Report

Member management

Using FLiiP's mobile app

How does the instructor role work via the mobile app?

How to integrate with your iCal or Google calendar with FLiiP

How do I change or reset my password?

How can I renew my membership?

Can I modify the theme (colour) of my mobile app?

How to stop recurring payments from the mobile app?

Mobile App

Configure Firebase account

Why do I need to add a Privacy Policy, Terms & Conditions, and Contact Form to my website?

Assets Submission

Developer Accounts with Apple & Google

Invite FLiiP to Google Cloud Console & Firebase

White label

How to assign a membership to an instructor/administrator ?

Payroll management

Customizing staff role and permissions

Why can’t my employee access admin features like managing memberships or checking attendance?

Good management practices for instructors who offer courses in exchange for a membership

How to set up compensation for your employees

Why is a staff member unable to log in to the FLiiP platform?

What are the different roles for employees and their access?

Manage staff

How do I add the availability of my staff?

Managing Staff Timesheets (For Managers)

How to Clock In and Out (For Staff)

Availabilities

Why choose direct debit?

Finance, Sales Reporting and Accounting

How do I send an invoice to a member?

Payments list

What currencies and payment methods does FLiiP accept?

Why does a refund appear to be pending when no amount was ever charged?

How to validate FLiiP and Bambora sales and deposits

Deadline for deposits in your corporate bank account

Transaction report

How are payments handled by the system?

Payments

Cash register management

Cash registers

How to find members with user credit on the platform?

User credit

How to view a member’s payment history and related changes?

Payment history

Why don’t some items appear in the Payment List?

Refund by credit card

Refund

How to make a point of sale Debit transaction on FLiiP?

List of payments

Payment errors - Explained

Payment terminals - Adyen

Smart Auto Retry (Adyen only)

Troubleshooting: my terminal isn't charging

Payment partner

How can I make a payment outside of the scheduled membership payments in a member’s profile?

​How do I make a payment for a member?

Point of sale

How to increase your subscription prices?

What is an inactive member?

member's registration error to a lesson and/or subscription error

Why can’t I open a contract for some planned services, while I can for memberships under Documents?

Why does a X-month membership sometimes display in weeks, and why does the per-payment amount change with the billing cycle?

Why does the direct link to a membership redirect to the full list of memberships instead of the selected one?

Why do my members need approval to purchase a new membership, even if the “Approval Required” option is turned off?