Everything you need to succeed with Flow

Flow can do so much to help grow your business. But to do that it’s helpful to connect it to various other services you already use so it can automate and track performance. As a starting point we strongly recommend you connect these services first.

Understand how billing works in Flow and the cost of Emails, SMS and AI usage.

Learn how to create forms and surveys in Flow. Perfect for collecting new enquiries, gathering feedback or selling products, forms and surveys can make the process quicker, easier and far more organised.

The CRM (Customer Relationship Management) is your database of all of your contacts, clients or customers. It can contain your mailing list, or lists of leads gathered through social media and your website. Learn how to organise and manage your list to ensure everyone who interacts with your business gets the same great experience.

Automations are the backbone of any efficient business system and one of the most important to master. In Flow, automations allow you to create intelligent workflows that respond to customer actions automatically, eliminating repetitive manual work and saving you tonnes of time. Once you master automations, your business can operate 24/7 without requiring constant oversight.

Booking calendars let customers see your availability and book appointments in seconds. No back-and-forth emails, no juggling schedules. They pick a time slot, confirm their details, and they’re booked. For coaches, consultants, hairdressers, therapists, trainers, and any business that works with appointments, a booking calendar transforms how you operate.

Flow isn’t just for CRMs and automations. It’s a complete sales platform where you can create products, set pricing, offer discounts, and sell directly to your audience. Whether you’re selling digital products, physical goods, courses, memberships, or services, Flow handles the entire transaction in one place. No need to juggle separate payment processors, spreadsheets, or accounting systems.

Custom fields let you store business-specific information about your contacts beyond the standard fields like name and email. Use them to personalise emails, SMS, and automations with merge fields.