Pixifi

[Video Walkthrough] All about Contracts

Contract reminders give you the opportunity to send text or email reminders to your clients as often as you need!

How to create contract reminder templates

How to create a contract template

How to setup a contract to sign in-person

How to override auto-responses for Contracts

How to set expiration dates for a contract

How to Send a Contract

How to establish payment requirements for a contract

Maria

Create and use contracts effectively in your photography business for legal and financial protection.

Contracts

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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.

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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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