membermeister

A quick start guide for adding/removing/reordering fields on a form.

Editing forms - quick start guide

Creating custom fields for adding to forms and storing information about your students.

How to create custom fields and consent fields

Adjust your registration form’s settings, add custom fields, and share it with new customers.

How to set up a registration form

Update student and contact details with the confirmation form - adjust settings, add custom fields and send it out.

How to set up a confirmation form

Adding, removing, and rearranging the fields on a form, and making fields required.

How to build forms

Set a terms and conditions link and add it to your forms.

Collecting T&C agreements

How to convert your existing custom fields to consent fields, updating the previously provided answers as needed.

Converting custom fields to consent fields

Josh Burke

Manage your student information and use forms to collect more.

Forms and student information

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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.

{appName} in 60 seconds

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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