Pixifi

Start here! - A quick welcome and orientation to Pixifi

This article will go over how to manage your merchant accounts for online payment processing:

How to connect merchant accounts and payment processors

How to sync your (or a staff member's) Google Calendar

How to create and share or embed an inquiry (contact) form on your website to capture leads

How to create a product / service template

How to create or edit a Package Template

How to send a live invoice to a client

How to create or edit a Pricing Page

How to send a proposal to a lead

How to create and customize an email template

How to Customize Your Dashboard and Navigation Menu

How to create a new booking page

How to create a contract template

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Getting Started

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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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.