Homepass

Vinayak Bhaskar

Guides for the Homepass New App: getting around, contacts, check-ins, places, teams, CRM integrations and settings.

Homepass New App

Getting around the Homepass new app

What has changed in the Homepass new app

Join a team and manage team members

Set up and update your profile

Download the app, find your way around, join a team and set up your profile.

Getting Started

Find, add and update a contact

Check a contact in at a place

Find, add and update contacts, and check them in at a place.

Contacts & Check Ins

Find, search and filter your places

Manage a place: documents, links, members and settings

Find, search and filter your places, and manage documents, links, members and settings.

Managing Places

Connect and manage a CRM integration

Connect and manage a CRM integration, and find your CRM's support contacts.

CRM Integrations

Notifications, region and offline sync

Configuration

Missing contacts, places or check-in history

Bookings is not available in the Homepass new app

Missing data, and features that are not available in the Homepass New App.

Troubleshooting

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

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No conversations found

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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.

{appName} in 60 seconds

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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