Learn every corner of Flowpera
Step-by-step guides for every module, covering all the options and sub-features inside each one. Start with the basics, or jump straight to what you need.
Getting started
Modules
Booking & Scheduling
Build booking forms, set your availability, add custom questions, share the public page and sync every booking to your CRM.
Read guideCustom Forms
Build general-purpose forms from 15 templates or a blank canvas, publish them, and map every field into a contact list.
Read guideContact Lists (CRM)
Create contact lists with the fields you care about, work a pipeline, add contacts manually or by sync, and track your stats.
Read guideContacts & Leads
Capture leads automatically from forms and bookings, deduped by email and tagged by source, then work them through your pipeline.
Read guideInvoicing
Pick from 15 branded templates, bill a contact, send on creation, and let clients view and download a PDF from a private link.
Read guideProducts, Storefront & Payments
Build a catalog, publish a storefront, connect Stripe, and take card payments on your shop, your paid forms and your invoices.
Read guideEmail Reminders
An automatic reminder emails your client the day before an invoice is due — once only, skipped when paid, in your own words.
Read guideTeam & Task Management
Invite your team, assign roles and per-module access, create multi-assignee tasks and chat in real-time discussion channels.
Read guideCan't find what you need?
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