Getting started

1. 1Go to the sign-up page and register with your email and a password.
2. 2Confirm your email through the link we send you — this activates your account.
3. 3Sign in. If you ever forget your password, use Forgot password on the login page to receive a reset link.

A workspace is the container for everything you build — its own contacts, forms, invoices, calendar and team. Most businesses need only one; agencies sometimes run several.

1. 1From your dashboard, create a workspace and give it a name.
2. 2You become the workspace owner automatically — the one role with full access to everything.
3. 3Open the workspace to reach its home dashboard and the left-nav sidebar.

Flowpera is organised into modules. Six of them are access-gated so you can hand teammates exactly what they need:

Tasks and Discussions aren't module-gated — they use assignment and channel membership instead — and Support tickets are account-wide, available to anyone signed in.

1. 1Open the Team area and send an in-app invitation by email address — no email actually leaves the platform.
2. 2The invitee sees the invitation on their own dashboard and accepts or declines it there.
3. 3Assign them a role (manager or staff) and grant the specific modules they should reach.

• Publish your first booking page — see the Booking & Scheduling guide.
• Build a contact list so forms and bookings have somewhere to land — see the CRM guide.
• Brand your invoices once, then send them in under a minute — see the Invoicing guide.