Terros

Choose the company or team and open Closer Settings to edit timeslots.

Set meeting duration, start-time spacing, and weekly available times.

Save the default schedule and account for individual closer overrides.

Check availability by date, team or user, and time zone on the Calendar.

- Choose the company or team and open Closer Settings to edit timeslots.
- Set meeting duration, start-time spacing, and weekly available times.
- Save the default schedule and account for individual closer overrides.
- Check availability by date, team or user, and time zone on the Calendar.

Set a recurring closer schedule for a company or team in Terros web and check available appointment times on the Calendar.

Managing Closer Availability Video (Web)

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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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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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Managing Closer Availability Video (Web)

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