Releventful

Naomi Sherman

Erin Pender

Releventful Support

Configure your account details, business brands and calendar settings.

Releventful Overview & Account Settings

Choose the time zone and display formats your business uses so dates and amounts are easier to read consistently.

Set your time zone, date format and currency display

Choose which available event and scheduling notices you receive without changing your colleagues' preferences.

Choose your personal notification preferences

Let clients and other conversation participants know when you are away, and turn your automatic reply off when you return.

Set an out-of-office reply

Choose a default venue to avoid entering the same location every time you create an event.

Set a default venue for new events

Initial Set Up

Use the calendar view that helps you review events, appointments or staff schedules for the right dates.

Choose a calendar view and its filters

Learn how to subscribe to your Releventful calendar in Google, Apple, or Outlook, customize which events are displayed, and troubleshoot common syncing or display issues.

Subscribing to Your Releventful Calendar

Use the brand selector to focus the calendar, pipeline, dashboard or reports on the part of your business you want to review.

Choose which business brands appear in your views

The Calendar & Dashboard

Test account communications with sample events and contacts before allowing live customer activity.

Use Account Test Mode with sample data

How to turn on test mode for your account

Testing Your Workflows

Privacy Policy

Terms

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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.

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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.

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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