Ride Sync

Nicholas

The articles in this collection explain everything about the Ride Sync Settings Tab.

Setting Customization

Instructions on how to connect your Stripe account to Ride Sync.

How to Connect your Stripe Account to Ride Sync

How to Sync Reservations with Google Calendar

Learn about Ride Sync integrations with Facebook, Google, and other third-party platforms.

Does Ride Sync Sync with Facebook or Google?

Integrations

Instructions on how to add a team member to Ride Sync. It also highlights different permissions and access levels for each team member type.

How to Add a Team Member to Ride Sync

Instructions on how to add a Driver to Ride Sync so that you can start assigning reservations and utilizing the Scheduling Features.
It also highlights different permissions and access levels…

How to add a Driver to Ride Sync

How to set yourself up as a driver when you already have an admin account, using plus addressing or a separate email address.

Adding Yourself as a Driver Using Your Own Email

Team Member Management

How to Activate Reservation Reminders

Articles explaining general settings in Ride Sync

General Settings

How your company name connects to your unique URLs, and how to update your name while keeping your existing links.

Changing Your Company Name Without Changing Your URLs

Articles explaining company settings in Ride Sync

Company Settings

How to switch your Ride Sync account to display dates in DD/MM/YYYY format.

Switching to European Date Format

How to switch your Ride Sync account to kilometers and update your vehicle pricing to match.

Switching Your Account to Kilometers

How to update the currency used for your Ride Sync pricing, quotes, and invoices.

Changing Your Pricing Currency

How to configure Ride Sync for international operations — distance units, currency, and date formatting.

Localization

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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.

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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