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This guide covers how to use Content Lab in CoachAI to generate policy documents, web pages, blog posts, email content, social media posts, AI images, and more.

Content Lab (Preview)

This guide covers rolling out BoxMate to your existing TeamUp members, from announcing the app to inviting customers and setting up future member onboarding.

The Rollout Guide (Existing TeamUp)

This guide explains each admin permission on Perform, who can manage them, and what access each permission grants to your coaches and administrators.

Admin Permissions Explained

This guide covers how to set up free and paid Lifestyle & Nutrition plans in Perform, including plan types, configuration options, member management, and editing plans once live.

Lifestyle 🍎 - Coaches

This guide covers how to create, manage, and track tasks in Perform, including sub-tasks, recurring tasks, mobile access, and daily overview emails.

Creating & Managing Tasks

This guide covers how to clear browser data for the Perform domain on Safari and Chrome to resolve display or login issues.

Clearing Browser Data

This guide covers how to enable TeamUp appointments in Perform so members can book directly in the app, and how to announce appointment availability.

TeamUp Appointments in Perform

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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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