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Find out all the ways to add a Member to your Studio

How do I add members to my Studio?

Can I add custom fields to a client profile?

Can we assign members to coaches?

What do member statuses mean?

Learn what Active, Inactive, Prospect and Archived mean

What are member statuses?

How do I view members' appointments & classes?

How do I record Member Notes?

How do I add a custom member field?

How do I customize Member Reports?

How do I remove a member?

How do I do Covid-19 Vaccination Verification through Xplor Studio?

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Daniel Freire

Managing Members

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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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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.

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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.

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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