Building and Activating a Flow

To enable the Flows app, go to Apps > 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.

You can also book a 1:1 consultation call with our team if you need help creating flows or to discuss how you can use Flows to drive more profit for your business.

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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:

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.

  • Once per client: Run this flow once per client. This is useful for sending one-time information such as parking instructions.

  • Once per time period & client: Run this flow once per time period and client. This allows you to specify how often a client can start the flow run (e.g. once every 3 months).

• 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 is effective. If the goal is for clients to start a membership, you can 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 to new clients for your facial sugaring services, select the trigger and:

• Add the Facial Sugaring service category

• Add a condition to check if the client has had 0 past appointments (new clients)

Once you’ve customized the flow trigger, add steps to the flow.

The table below outlines the available step types.

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.

• The flow will continue to run and use marketing credits unless it is deactivated.

• The flow will be triggered by events that occur after the flow is activated. For example, for the Appointment Completed trigger, the flow will not be triggered for appointments completed before the flow was activated.

Learn more about editing and deactivating flows and viewing flow details & statistics.