Floorzap

This is an overview of the customer section in Floorzap. Get a detailed look at the customer details page.

Understanding the Customer's Tab

Learn how to view stored credit card information when integrated credit card processing isn't set up.

How can I view saved credit card info?

In this article, you'll learn how to create and import a customer list, which will help you manage your customer data more effectively.

How do I create a customer import list?

In this article, you'll learn how to delete a credit card from a customer profile.

How do I remove my Customer's Credit Card Number?

Follow these easy steps to add additional contacts under a customer.

How do I add Multiple Contacts to a Customer Profile?

Explore the process of adding a customer in Floorzap with this step-by-step guide.

How to add a new customer

In this article, you'll learn how to add multiple addresses to a customer in the Floors app.

How do I add multiple addresses to a Customer Profile?

Customers

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.

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.

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