Podia

Learn how to set up an offer for a product or event

Setting up an offer for your product

Learn how to add a checkbox customers must check before they buy

Adding a checkout agreement

Learn how to set up a paid offer for your products, events and plans

Setting up a price for your product

Learn how to set up a payment plan for your products and events

Setting up a payment plan

Learn how to add upsells to your products, events and plans

Offering upsells

Learn how to add a free trial period to your subscriptions

Adding a trial to your subscriptions

Learn how to assign specific tax rates to paid offers

Understanding tax codes

Learn how to offer Buy now, pay later for your customers

Enabling Buy now, pay later (BNPL) for your members

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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.

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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.