Learn how to time track and run shifts in your Giv account

Time tracking overview

Learn how to add a staff member your Giv account

Add a staff member

Learn how to bulk upload DSPs into your Giv account.

Bulk upload DSPs

Learn how add a client in your Giv account

Adding an individual client

Learn how to upload clients in bulk using your Giv account

Adding clients in bulk

Learn how to add and edit roles in your Giv account

Adding and editing roles

Learn how to add and edit permissions in your Giv account

Adding and editing permissions

Get an overview of the calendar and shifts in your Giv account

Calendar overview

Get an overview of the client profile from your Giv account

Client profile overview

Learn how to create budgets within your Giv account

Creating budgets

Learn about creating service codes in your Giv account

Creating and editing service codes

Learn how to add goals to client profiles in your Giv account

Adding client goals

Learn how to upload client medications from your Giv account

Uploading client medications

Learn how to create custom forms from your Giv account

Creating custom forms

Get and overview on creating documents using your Giv account

Docs overview

Get an overview of desktop charting in your Giv account

Desktop charting overview

Learn how to create custom fields from your Giv account

Custom Fields

Learn Giv through guided walkthroughs on your account

Product walkthroughs

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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.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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.

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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.

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.

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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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