Servv AI

Learn how to create and publish a Servv Journey for free appointments using Calendly, Google Bookings, Microsoft Teams, YouTube, or a custom embed.

Enable Free Appointments on Shopify using ServvAI Journeys feature

Support

Shopify

Pricing Plan

Add extra fees to Servv events and webinars using the price and product settings connected to Shopify.

Add surcharges and fees for a Servv event or webinar

Learn how to contact Servv support and what information to include so the team can help with Shopify, Zoom, bookings, recordings, or notification issues.

Contact Servv support

Servv Pricing

Hide or avoid the Add to Cart button when your Servv event widget should use a booking or registration flow instead.

Hide the Add to Cart button in the Servv event widget

Events Calendar Widget, Customization Options, and Translations Support

Calender Widget Customization 

How to show only customize Dashboard to show specific event types?

Dashboard

Enable Servv widgets in Shopify and adjust widget colors so they match your store branding.

Enable Servv widgets and match your store branding

Update the Servv widget colors so the booking experience better matches your Shopify store branding.

Customize Servv widget colors

Display the Servv event widget on a Shopify product page and filter the visible services by team member when needed.

Show the Servv event widget on a product page and filter by team member

Enable the Servv event widget on your Shopify storefront so customers can discover and book services.

Add the Servv event widget to your Shopify store

Add a Servv event widget to an existing Shopify page or theme template.

Add the Servv event widget to an existing Shopify page

Move the Servv event widget to a different section or position within a Shopify theme page.

Move the Servv event widget within a Shopify page

Create a dedicated Shopify page for the Servv event widget so customers can browse events from one place.

Create a separate page for the Servv event widget

Activate Servv widgets in your Shopify theme so customers can view and book services from your storefront.

Enable or activate Servv widgets in your Shopify store

Event Calendar Widget

Add translated customer-facing text for Servv events or webinars when your store serves multiple languages.

Add translations for Servv events or webinars

Set translated text for Servv events, webinars, and storefront widget labels.

Set translations for Servv events and webinars

Events Calendar Widget, Customization Options, and Translations Support 

Calendar Widget

Topics related to automatic Zoom integration, Zoom account, Zoom settings and more.

Online or Hybrid

Understand how Zoom meeting IDs, passwords, and join details are used with Servv Zoom events and webinars.

Understand Zoom meeting IDs and passwords in Servv

Turn Servv email notifications on or off and review where notification settings appear when creating services, events, webinars, or recordings.

Manage email notifications in Servv

Emails, Email Template Customizations and Automatic Email Reminders

Emails & Reminders

Set up and troubleshoot the store email used for outgoing Servv or Shopify customer notifications.

Set up store email for Servv outgoing emails

How to use Email Customization feature?

Set up reminder emails in Servv so customers receive event or webinar reminders before the scheduled time.

Use reminder emails in Servv

Understand which emails customers may receive from Servv, Shopify, Zoom, or your store email settings.

Do Servv notification emails come from Zoom or my store email?

Notifications

Product Video Recordings, How-to and DIY Videos, and Uploading Un-packaging Videos

Recording Product

Use Shopify discounts with Servv recording products to offer free or discounted recording access.

Add automatic discounts for Servv recordings

Create a Shopify recording product in Servv by attaching an available Zoom recording file from the New Recording page.

Create a recording product in Servv

Use Servv Recording products and Zoom cloud recording settings to share a recording only with the customers or attendees who should receive access.

Share a Zoom recording with selected registrants in Servv

Recordings

Servv's multi-member feature is a game-changer for Shopify merchants. With the ability to add multiple users, each with their own Zoom and Google account, managing bookings has never been easier. Members can stay organized and on top of their schedule with the convenience of a dedicated member portal. 

Member Management

Use the Servv multi-member feature so each team member can connect their own Zoom or Google account where supported.

Use multi-member Zoom and Google account connections in Servv

Add team members in Servv so events, webinars, or bookings can be assigned to the right host or staff member.

Add a member for Servv multi-member scheduling

Assign multiple team members to Servv services when an event or webinar has more than one host or staff member.

Add multiple members to a Servv event or webinar

Multi-Member Support

Add questions to a Servv booking page so customers can provide details before attending or booking.

Add custom questions to a Servv booking page

How to Export and Download CSV List of Registrants

Understand how Servv connects Shopify products and bookings with Zoom events, webinars, and meeting access.

How Zoom and Shopify work together in Servv

Create a standard event in the Servv Shopify app from Services, including event details, date and time, recurrence, notifications, and filters.

How to create an event in Servv

Understand how customers join Servv events and webinars and how access is controlled through bookings and service settings.

Control who can join a Servv event or webinar

Set capacity limits for Servv virtual events, Zoom events, and webinars.

Limit registrants for Servv virtual events

Connect Zoom to Servv so you can create Zoom events, webinars, and recording products.

Connect your Zoom account to Servv

Use Shopify collections to organize ServvAI event, webinar, and recording products on your storefront.

Add ServvAI events and recordings to Shopify collections

Troubleshoot Zoom account connection, meeting conflicts, and events that disconnect instantly in Servv.

Fix Zoom events disconnecting or multiple-meeting issues in Servv

Hide the vendor field for Servv-related products by adjusting Shopify theme or product display settings.

Hide the product vendor from your Shopify storefront

Use Shopify checkout settings to collect additional customer details for Servv booking and event orders.

Add custom fields at checkout for Servv bookings

Manage tax settings for Servv event and webinar products through Shopify tax and product settings.

Remove sales tax from Servv events and webinars

Learn how customers receive meeting or event information after booking a Servv service.

How invitees are notified about a Servv meeting

Complete details on scheduling both events and zoom events

Events Bookings

Add questions to Servv events and webinars so customers can provide useful details while registering.

Add questions to Servv events and webinars

Collect event-specific customer information with custom fields or questions on Servv events and webinars.

Add custom fields to Servv events and webinars

Create and use filters in Servv to organize services and control how events, webinars, or recordings are displayed.

Create filters in Servv

Import or add multiple registrants for a Servv event using a CSV file when bulk registration is needed.

Add multiple registrants to Servv using a CSV file

General

Add registrants manually to a Servv event or webinar when a customer should be included without normal storefront registration.

Manually add registrants to a Servv event or webinar

Use Servv notification settings to send customer emails for event bookings and related updates.

Automate email notifications for Servv event bookings

View Products and Orders for Events and Webinars

Review, add, and manage registrants for Servv events from the booking or event management areas.

Manage registrants for Servv events

Enable customer registration for Servv events so customers can reserve a spot from your storefront.

Enable registrations for Servv events

Stop or close customer registrations for a Servv event or webinar when bookings should no longer be accepted.

Stop registrations for a Servv event or webinar

Move or add the Shopify product created for a Servv event into a separate collection for easier storefront organization.

Move a Servv event product to a separate Shopify collection

Add or preview a Shopify page that displays Servv events, webinars, recordings, or booking options.

Add a Servv booking page to your Shopify store

Manage variants for Recurring events

Use a waiting list when a Servv event has limited capacity and customers should be able to register interest after it fills.

Enable the waiting list for Servv events

How to hide translation button from your event widget?

Create, schedule, and manage events, Zoom events, and webinars from the Services area in Servv.

Schedule and manage events or webinars in Servv

How to start an Zoom Event or Webinar?

Add images to Servv events and webinars so the related Shopify product and storefront display are easier to recognize.

Add images to a Servv event or webinar

Find existing Servv events, update their details, or remove events that should no longer be available.

View, update, or delete a Servv event

Create a Zoom event in Servv from the Services area and connect it to your Shopify storefront.

Create a Zoom event in Servv

Virtual Events, how to create virtual events

Zoom Events

Set up a recurring Servv event when the same event should repeat on a schedule.

Create recurring events in Servv

Create an event in Servv and publish it as a Shopify-connected service customers can book or purchase.

Create events in Servv

Events, how to create events, and customization options.

Events

Manage event registrants in Servv and use check-in workflows when attendees arrive or join.

Manage registrants and check in attendees in Servv

Use Shopify collections to organize which Servv event or recording products appear in storefront experiences.

Use Shopify collections to manage Servv event widget display

Event Bookings

Servv App (SaaS)

Shopify App

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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.

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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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