Building and Activating a Flow
To enable the Flows app, go to Manage apps > Flows and select Enable.
To build and activate a flow, you must be an Admin user, or you must have the Can manage flows permission enabled in Staff Member settings.
Building and activating a flow
To build a flow, open the Flows app and select New Flow.
Select a pre-built flow to customize with your own messaging and settings, or build a flow from scratch by selecting a trigger.
You can select from the following triggers when building a flow from scratch:
Trigger | Description |
|---|---|
Appointment completed | The flow will start when an appointment is completed on the calendar. Customize this trigger by appointment service, appointment date, and more. |
Before appointment starts | The flow will start a specified number of hours, days, or weeks before an appointment. Customize this trigger by appointment service, location, and more. |
Appointment booked | The flow will start when an appointment is booked on the calendar or through online booking. Customize this trigger by appointment service, staff member, and more. |
Membership started | The flow will start when a client’s first membership payment succeeds. Customize this trigger by membership plan, start date, and more. |
Form submitted | The flow will start when a form is submitted. Customize this trigger by form template and add other filters. |
Client birthday | The flow will start on or before a client’s birthday. Customize this trigger by specifying when to begin sending messages (on or before the client’s birthday). |
Sale closed | The flow will start when a sale is closed. Customize this trigger by sale amount, products purchased, and more. |
Once you select a pre-built flow or trigger, you can begin customizing the flow.
In the Settings panel, update the flow settings.
Flow name: Enter a name for your flow such as Parking Information or Waxing Pre-care Instructions.
Run flow: Specify when to run this flow.
Every time trigger occurs: Run this flow every time the trigger occurs. This option may cause the same client to receive the same messages every time this trigger occurs.
Once per appointment/sale: Run this flow once per appointment/sale. This ensures the flow will only run once, even if the appointment is rescheduled or the sale is reopened.
Only once per client: Run this flow once per client. This is useful for sending one-time information such as parking instructions.
Stop if canceled: Enable this toggle if clients should be removed from a flow run if their appointment or membership is canceled.
Goals: Specify if this flow has one or more goals (optional).
The purpose of a goal is to help you see if a flow was effective. If the goal is for clients to start a membership, you will be able to track the number and percentage of clients who started a membership after starting a flow run.
If a client reaches at least one goal, they will be removed from the flow run.
Clients will still have seven days after they complete a flow run to reach a goal.
After updating the flow settings, customize the flow trigger.
For example, if you need to send pre-care instructions for your facial sugaring services, select the trigger and add the Facial Sugaring service category.
Once you’ve customized the flow trigger, add steps to the flow.
The table below outlines the available step types.
Step | Description |
|---|---|
Time delay | Wait a specific amount of time before completing the next step. Learn more about the time delay step. |
Send text message | Send a text message to the client or a specific phone number. Learn more about sending flow text messages and message pricing. |
Send email | Send an email to the client or a specific email address. Learn more about sending flow emails and message pricing. |
Conditions | Check for specific criteria such as appointment history or membership status. This allows clients to take different paths based on whether they meet the criteria. |
When you’re finished building your flow, you can activate it by selecting Activate.
Once the flow is active, it will have a status of Active in the Flows app.
Learn more about editing flows and viewing flow details & statistics.
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