Amilia

Most of the info added to the Main information subtab appears on the front page of your online SmartRec store.

Set up your Main Information

Your logo is visible to clients in your SmartRec store, on invoices, receipts and communications.

Add your Logo

For Paysafe & Cardconnect clients: learn how Amilia invoices your organization each month, including software fees, payment processing rates, chargebacks, and how to download your monthly statement

How Amilia Bills your Organization (Paysafe)

Decide who can access what in the back-office.

Manage Administrators and Permission Groups

Create forms and customize questions to obtain information related to the person or purchase at checkout.

Forms and Extra Questions

Create an extra question on your form(s) to get your clients' informed consent.

Extra questions - User agreement

The Calendar displays which days your organization is closed.

Add your Closed Days in the Calendar

Use tags to categorize your offers and assign scholarships.

Email Preferences

Upload an image to complement and personalize the design of your store, such as your store logo or for a specific program and activity.

Image Size Specifications

Collect user agreement signatures on-site through a digital kiosk, ensuring accessibility, compliance, and a paperless environment.

Waiver Kiosk

Samantha Postlethwaite

Isabelle

Everything you need to know about your Amilia invoice and configuring your organization's settings in the Account tab. 

Account Tab

Visit our Updates page

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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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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