Initial Setup Guide
Get your Flowdara practice up and running in 7 simple steps. This comprehensive guide will walk you through everything you need to know.
Step 1
Create Your Account
Sign up for Flowdara and verify your email address
- Visit flowdara.com and click 'Get Started'
- Enter your email address and create a password
- Check your email and click the verification link
- Complete your practitioner profile with basic information
Step 2
Set Up Your Practice
Configure your practice details and branding
- Add your practice name and description
- Upload your logo and choose brand colors
- Set your practice location and contact information
- Configure your timezone and working hours
Step 3
Create Session Types
Define the services you offer to clients
- Add different session types (e.g., Reiki, Massage, Consultation)
- Set duration and pricing for each session
- Configure whether sessions are virtual, in-person, or hybrid
- Add descriptions and images for each service
Step 4
Set Your Availability
Configure when clients can book appointments
- Define your working hours for each day of the week
- Set up breaks and unavailable time slots
- Configure advance booking notice (e.g., 24 hours)
- Set maximum booking lead time (e.g., 3 months)
Step 5
Configure Payments
Set up payment processing for your sessions
- Connect your Stripe account for credit card payments
- Set up deposit requirements and payment policies
- Configure automatic invoicing and receipts
- Test the payment flow with a test transaction
Step 6
Set Up Integrations
Connect your calendar and video conferencing tools
- Connect Google Calendar for two-way sync
- Set up Zoom or Google Meet for virtual sessions
- Configure automatic meeting link generation
- Test the integration with a sample booking
Step 7
Customize Your Booking Page
Make your booking page reflect your brand
- Add your logo and brand colors
- Write compelling descriptions for your services
- Add photos and testimonials if desired
- Preview and test your booking page
Quick Tips for Success
Follow these best practices to get the most out of your setup
Start with just one session type to test the system
Use clear, descriptive names for your services
Set realistic availability to avoid overbooking
Test the entire booking flow before going live
Keep your calendar updated to avoid double-bookings
Ready for Your First Booking?
Learn how to receive and manage your first client booking
Customize Your Brand
Add your logo, colors, and branding to your booking page