Playbook Creator Support

This article explains what a customer sees when accessing your content through different entry points. We cover checkout flows, free workouts, and deep links.

Understanding Consumer Flows on Playbook

You can’t adjust your OTP after you publish it unless you contact Support. To double-check what your consumers will see, you should use the Creator Preview feature in the consumer…

How To Preview Your One-Time Purchase (OTP) Before Publishing

This article explains how subscribers can upgrade from a monthly subscription to an annual plan, how billing works during an upgrade, and how promotions apply for monthly users, annual users,…

How Users Can Upgrade From Monthly To Annual

Discount Code FAQs

Jordan Blake

Before You Launch: MUST READ FAQs & Marketing Tactics

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Create your workspace and invite the people you work with.

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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.

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.

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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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