Servv AI

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

Support

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

Servv App (SaaS)

Shopify App

Wordpress Plugin

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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.

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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.

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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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