Optune & Onescreener

Take these simple steps to generate CSV files and share them with your collaborators

Documentation for Optune 1 (Legacy): Exporting your booking and contact information

Do you have several similar bookings and don't want to type all the information over and over again? Try copying and adjusting them!

Documentation for Optune 1 (Legacy): How to copy a booking and why

What do the different statuses of a booking mean, and how are they used?

Documentation for Optune 1 (Legacy): The status of a booking and its function

What types of notifications might you get on your Optune profile, and when might you receive one?

Documentation for Optune 1 (Legacy): Booking notifications

Change the language on an invoice to German or English by following these instructions.

Documentation for Optune 1 (Legacy):  How to change the language options on an invoice

Add an existing group from another account

How do I add an existing group from another account to my main account?

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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.

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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.

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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