PROFITADVISOR

Getting to the Home screen in the ProfitCoach app is super simple — whether you’re just logging in or exploring around. Here’s how:

Logging in? You're all set — the app drops you right onto the Home screen. Easy win! 🎉

Already clicking around in the app? Just tap the little house icon in the bottom left corner, and boom — you're back home. 🏠

1. Logging in? You're all set — the app drops you right onto the Home screen. Easy win! 🎉
2. Already clicking around in the app? Just tap the little house icon in the bottom left corner, and boom — you're back home. 🏠

The Home screen is where you’ll see your Appointments, Activities, Leads, Clients, and Coaches all in one place. It's your command center — always just one tap away! 💪

PWA: How do I get to the home screen?

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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.

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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.

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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.

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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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