Xplor Triib

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James Reichstadt

Daniel Freire

Checklists to guide you through the set up process. 

Getting Started with Triib

Onboarding Checklist (United States)

How to Navigate the Support Messenger

Xplor Triib: Welcome Page [US]

Xplor Triib: Welcome Page [International]

Onboarding Checklist (Canada & Australia)

Xplor Triib:Welcome Page [Legacy Triib]

Need assistance setting up your Xplor Studio Account?

Custom Onboarding

Onboarding

How to Import your Member's data and their membership plans & packages

Guide to Full Member Import

Understanding what information can be imported into Studio

What can we import into Xplor Studio?

Easily upload member or prospect information at any time

How do I bulk import members only?

How do I export from EZ Facility?

How do I export from MindBody Online?

How do I export from Pike 13?

How do I export from Push Press?

How do I export from RX Gym?

How do I export from Triib?

How do I export from Zen Planner?

Transferring From Another Platform

FAQs on Transferring CC/ACH Information & Stripe Merchant Accounts

Billing Transfers

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Find answers and get help from Intercom Support and Community Experts

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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.