Initial Setup Guide
Get your Flowdara practice up and running in just a few steps. Follow this comprehensive guide to set up your account and start accepting bookings.
Quick Setup Checklist
Complete these steps to get your practice ready for clients
Essential Setup (5 minutes)
- Create account and verify email
- Set up basic profile information
- Configure availability and sessions
- Customize booking page
- Share booking link with clients
Advanced Features (15 minutes)
- Connect payment processing
- Set up calendar integration
- Configure automated reminders
- Set up client portal access
- Customize branding and design
1
Create Your Account
Sign up for Flowdara and verify your email address
Step-by-Step Process
- 1. Visit flowdara.com and click "Get Started"
- 2. Enter your email address and create a password
- 3. Check your email and click the verification link
- 4. Complete your practitioner profile
- 5. Set your practice name and basic information
What You'll Need
- • Valid email address
- • Practice name and description
- • Your timezone and location
- • Professional photo (optional)
- • Practice logo (optional)
2
Set Up Your Practice Profile
Configure your practice details and branding
Profile Information
- • Practice name and tagline
- • Professional bio and credentials
- • Practice location and contact info
- • Specializations and services
- • Professional photo and logo
Branding Elements
- • Choose your brand colors
- • Upload your practice logo
- • Set up your booking page URL
- • Customize welcome messages
- • Add practice policies
3
Create Your Session Types
Define the services you offer to clients
Session Configuration
- • Session name and description
- • Duration (30, 60, 90 minutes, etc.)
- • Pricing (fixed or sliding scale)
- • Session format (virtual, in-person, hybrid)
- • Special requirements or preparation
Popular Session Types
- • Initial Consultation
- • Regular Session
- • Extended Session
- • Group Session
- • Follow-up Session
4
Set Your Availability
Configure when clients can book appointments
Availability Settings
- • Working hours for each day
- • Break times and unavailable slots
- • Advance booking notice (24 hours)
- • Maximum booking lead time (3 months)
- • Buffer time between sessions
Booking Rules
- • Same-day booking policies
- • Cancellation windows
- • Rescheduling rules
- • Emergency appointment slots
- • Holiday and vacation settings
5
Configure Payments
Set up payment processing for your sessions
Payment Options
- • Connect Stripe for credit cards
- • Set up deposit requirements
- • Configure payment policies
- • Set up automatic invoicing
- • Test payment flow
Payment Settings
- • Deposit vs. full payment
- • Payment due dates
- • Refund policies
- • Tax settings
- • Receipt customization
What's Next?
After completing your initial setup, explore these advanced features