How can we help?
Step-by-step guides for running your practice on Flourivate. Search above, or start with one of these.
Start here
Your first week, finding your way around, and how to get help.
Brand and domains
Your logo and colors, your website address, and your client portal address.
Calendars and booking
Availability, session types, appointments and paid booking.
- Set when clients can book you
- Take time off without missing a client
- Create a session type: length, price, location
- Add a video call link to your sessions
- Take payment when clients book
- See, reschedule and cancel your appointments
- Let clients reschedule or cancel
- Set confirmations, reminders and calendar defaults
- Make your booking page look like your brand
- Ask questions when clients book
- Sell a package of sessions
- Offer a discount code on a session
- Organize session types into groups
- Sync with Google Calendar
- Check your team's availability and workload
Contacts, deals and tasks
Keep track of the people you serve, your pipeline and your to-dos.
- Add a contact and find your way around Contacts
- Import your contacts from a spreadsheet
- Find everything about a client on their contact page
- Find contacts with filters and lists
- Update many contacts at once
- Tags and custom fields, in plain terms
- Stop contacting someone (Do Not Contact)
- Set up your client pipeline
- Track prospects in your pipeline
- Manage your tasks and follow-ups
Conversations and inbox
Email, text and chat replies in one place.
Sending setup, templates, deliverability and email campaigns.
Marketing, social and reviews
Campaigns, social posts and collecting reviews.
Website and pages
Build, edit, publish and fix your website, funnels and blog.
- Create your website from a template or a blank page
- Find and manage your websites and pages
- Edit and publish a page without taking it offline
- My live page doesn't match the editor
- Find your way around the page builder
- Add images and video to a page
- Set your page fonts, colors and animations
- Reuse sections across pages: templates, global and linked
- Add testimonials, pricing, countdowns and logos
- Add popups, menu links, social icons and download buttons
- Page settings: search title, private pages, code and cookie banner
- Bring back an earlier version of a page
- Build a funnel: steps, step types and page addresses
- Write and publish a blog post
- Upload and organize files in your media library
- Help your website get found in search
- Use SEO Engine to check your site and plan content
- Copy a page from your old website into Flourivate
Forms, surveys and checkout
Intake forms, quizzes, surveys and checkout forms.
- Build a form and put it on your website
- Send form answers to the right contact fields
- See and get notified about form submissions
- Confirm email consent with double opt-in
- Create a feedback survey
- Build a scored quiz with results
- Set up a checkout form to sell a program or product
- Add an order bump, upsell or two-step checkout
- Track where your leads come from (UTM links)
Payments
Stripe, products, coupons, invoices, subscriptions and orders.
- Find your way around Payments
- Connect Stripe, live and test mode
- Choose where payments go (payment routing)
- Turn on automatic payment receipts
- Add a product to sell
- Create a discount code (coupon)
- Share a payment link
- Send an invoice and record payments
- Send an estimate and turn it into an invoice
- Send a contract or proposal for signature
- Set up recurring billing and check on subscriptions
- Accept bank transfers, checks and other offline payments
- Review orders and abandoned checkouts
- Refund a payment
- Payment went through but nothing happened
- Get to know Accounting
- Run financial reports and export your books
- Record a business expense
Client portal and courses
Your branded portal, courses, invites and how clients sign in.
- Find your way around Learning
- Set up your client portal
- Build a course: modules, lessons, cover image, instructor
- Sell a course: from checkout to course access
- Invite clients and give them course access
- How your clients sign in
- Test your course like a client
- Manage your course members
- Create a membership plan (access plan)
- Give certificates when clients finish a course
Community
Plan, build and run your community.
Phone and text messaging
Phone numbers, calls, text approval, consent and reminders.
- How phone and texting work in Flourivate
- Get a phone number for your practice
- Register your business for texting (A2P 10DLC)
- Verify a toll-free number for texting
- Collect text consent and handle opt-outs
- Send appointment reminder texts
- Forward calls to your cell
- Set up a phone menu (IVR)
- Set your call greetings and voicemail
- Record and transcribe calls
- Make calls and review your call history
- Fix a rejected texting registration
- Find out why a text didn't send
Automations
Workflows that run your follow-up for you.
- Build your first workflow
- Choose the right trigger and actions
- Start from a workflow template
- Send branded booking confirmations and reminder emails
- Text callers back when you miss a call
- Find out why a workflow didn't run
- Copy, export and import workflows
- Draft a workflow with AI
- Connect another app with webhooks
AI assistants
Website chat, phone receptionist, AI helpers and AI credits.
Reports and analytics
See what's working, from bookings and revenue to traffic.
Settings and team
Profile, users, integrations, security and data.
- Fill in your workspace profile and time zone
- Add a team member and choose what they can see
- Why a page or setting is missing
- Connect your other tools (integrations)
- Turn on two-step sign-in and other security settings
- Set up your cookie banner and handle data requests
- Move your data from another platform
- Choose your notifications and get alerts on your phone
- Add usage credits so email, texts, calls and AI keep running
- See who changed what, and what your usage costs
- API keys and webhooks (if a developer helps you)