Lightfolio

Learn how to manually or automatically create a project following this article.

How Do I Create A Project?

Follow these steps to learn how to edit a project’s details, or edit the details, date, or location of a mini-session.

How Do I Edit a Project or Mini Session?

Follow these steps to delete a project or cancel a mini-session.

How Do I Delete a Project or Mini Session?

To move a booked session to another time slot or cancel a booked session within your mini-session, follow these steps.

How To Move or Cancel a Booked Session

Learn about the Pending session status and what it means in this article.

What Does a Pending Session Status Mean With My Mini-Session?

Follow these steps to learn how to add a form to your mini-session, or edit the terms of your mini-session.

How To Attach a Form or Edit the Terms of a Mini-Session

Learn how to create a mini-session and how to modify your mini-session's settings by following these steps.

How Do I Create a Mini-Session?

Follow these steps to learn how to change the job type for a project or mini-session.

How Do I Change the Job Type for a Project or Mini Session?

Learn how to filter and view your leads or archived bookings on your Project Overview page.

How To View Your Leads and Archives With the Filter

Learn how to change the status of your booking by following these steps.

Archive or Change the Job Status of a Project

To add a message for a client on a booked session, or access your message history to a client on a booked session, follow these steps.

How Can I View or Send Messages On a Booked Session?

Learn how to offer multiple mini sessions with the same time slot.

How Can I Use the Same Start Time for My Mini Sessions?

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Projects & Mini-Sessions

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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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