CaptainBook.io

CaptainBook Dashboard Overview

Welcome to CaptainBook! This guide will help you navigate through the key features of the Booking Feed.

Booking Feed Overview

In this guide, we'll walk you through the steps to effectively use the Discounts Tab to manage promotional offers for your experiences.

Accessing the Discounts Tab

This guide will walk you through the steps covered in the video tutorial, ensuring you understand how to manage and optimize your booking channels effectively.

Navigating CaptainBook's Channel Manager

This guide will walk you through how to navigate the Documents Tab to manage customer documents and create templates efficiently.

Navigating the Documents Tab

This guide will help you navigate the App Store tab to explore powerful apps and integrations!

Navigating the App Store Tab

A brief introduction to CaptainBook's CRM Tab, to help you utilize all our tools for maximum success!

Manage customers in the CRM tab

This guide will help you navigate the Payments section to set up and manage your Stripe account

Navigating the Payments Tab

This guide will help you navigate the Users section to manage access for different team members and control who can interact with your platform.

Navigating the Users Tab

Set up and manage multiple widgets for different business channels

Luca Lattanzio

Jerome Bajou

Onboarding

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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.

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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.

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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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