Parting Pro

January 2024 AMA Session

February 2024 AMA Session

April 2024 AMA Session

May 2024 AMA Session

June 2024 AMA Session

July 2024 AMA Session

August 2024 AMA Session

September 2024 AMA Session

October 2024 AMA Session

November 2024 AMA Session

January 2025 AMA Session

This AMA covers creating and customizing invoice templates, adding line items, and sending invoices to multiple recipients.

February 2025 AMA Session: Invoicing

Unlock the power of forms in Parting Pro. Automate smarter, send by service type, and streamline your process with proven best practices.

March 2025 AMA Session: Forms

Learn how to personalize your email communications effectively and discover best practices to enhance your client interactions.

April 2025 AMA Session - How To Personalize Email Templates

Master confident phone answering, handle price questions, and guide families in one insight-packed session.

May 2025 AMA Session - Answering Phones: Mastering the First Family Conversation

June 2025 AMA - Global Task List

July AMA 2025 - New Contract Features

Kristal Cayanan

Ashley Jones

Monthly AMA sessions

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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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.

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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.

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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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