Sawyer

Learn how to log in to your Sawyer for Business account, access it from multiple locations, and manage your password securely.

Accessing Your Account: Login & Password Management

Connect your bank account to Sawyer, set up your subscription, and enable ACH payments as an optional payment method for your customers.

Payments & Banking Setup

ACH Payments: Setting up and more information

Test your setup before going live by placing a trial order with a 100% discount coupon. See how customers will experience your registration flow and verify everything looks correct.

Placing a Test Order

Complete your onboarding, build your schedule, optionally import contacts, and embed your widget with zero downtime.

First Steps Before You Go Live

Learn how to secure your account with Two-Factor Authentication (2FA) using SMS or an Authenticator App.

Two-Factor Authentication

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Dana Browne

Shaney Thrasher

Account Setup

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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.

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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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