PetPocketbook

Can I message clients through PetPocketbook?

Can I create a custom distribution list of clients to email through PetPocketbook?

Can I send a mass email to all of my clients through PetPocketbook?

Will my clients see everything that I add to their profiles?

Can my clients review and sign my agreements through PetPocketbook?

How do I create custom pricing for a client?

How do I search for a specific client?

How do I remove a client’s custom pricing?

Can my clients edit their own profiles?

Adding and managing client information and communications

Clients

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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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.

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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