Coordinate Sport

Matching payment reports with customer booking details.

Matching Payouts with Customer Bookings

Information on managing your finances and records

Finance and Records

Billing Set-Up and Viewing your Finances and Invoices

Your Finance

Managing Timesheets and Invoices, Generating Timesheets, Changing the Day in Which Timesheets are Generated and Submitted

Staff Finance

How to Issue and Manage Refunds for Customers

Childcare Vouchers

Customer Refund Tickbox

Mileage

Stripe Payouts and understanding the Payouts Report

Payouts & Transactions Report

How to see the Profit and Loss reports for each project

Profit and Loss for each project

How do I add a new staff member to my Ryft account?

Setting up your Ryft account

How to create a manual payment to your bank account and what is required if I'm not able to create a payout to my account.

Creating a Payout

Guides on managing staff and customer finances. 

Finance

What is the difference between a Direct and Indirect Record

Setting up Delivery Addresses and Records for your bookings

How to add an Organisation into Records

How to add a School into Records

How to read and accept Health and Safety documents

How to make documents visible to staff assigned to a session

How to use Resources

Records

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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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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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