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Set up in-person and telehealth options by enabling locations, assigning them to session types, practitioners and enabling clients.

In-Person & Telehealth Sessions Setup

Learn how to switch an existing appointment between in-person and telehealth or vice versa.

Change Appointment Locations (In-Person ↔ Telehealth)

Need to make an in-person session virtual? Here’s how to update an existing session with a telehealth link, even after it’s been booked.

Add Telehealth Link to Existing Session

Guides for setting up in-person and telehealth sessions

In-Person & Telehealth Sessions

Create a custom design with text, images, and links

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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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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.

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.

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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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