Archie

Camilo

Your guide for fundamental configurations and day to day operations

Getting Started for Admins

Explore insights on efficiently navigating our page

Understanding how to Navigate Archie

Setting your preferences and basic configurations to set your system according to your needs

Configuring your basic settings

Setting up and customizing billing parameters to meet your specific business requirements

Configuring your billing

Configuring your e-signature, contracts, and Terms & conditions

Configuring your contracts for e-signature and your terms & conditions

Creating the different elements that will be used for booking

Configuring your workspace

Creating and customizing your plans, products, and passes to meet your business needs

Configuring your plans, products, and passes

Configuring your tour settings and make the most of our lead forms

Setting up your tour and lead form

Start to integrate Archie with your website and with external apps

Configuring your integrations

Managing how you want to receive notifications from Archie

Configuring your email notifications

Configuring Archie 

Navigate and manage upcoming meetings, subscriptions, bookings, and tasks

Navigating the Dashboard & Tasks

Work with different accounts to interact with the system

Creating and understanding client accounts

Creating and managing room, desk, office, and resource bookings.

Efficiently manage all of your plans, services, products, and passes.

Selling and managing plans, services, products, and passes.

Work your invoices and credit notes with the different options available

Managing your invoices, credit notes, and payments

Leverage our tools to enhance and expand your client base

Handling your leads, tour request, and sending quotes

Managing your community & events

Understanding the Reports and analytics

Using Archie

Archie SLA

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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.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype integrations answer

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.