Smart Flows
Smart Flows
Send clients one guided page to sign, pay, book, share files, and get started.
A Smart Flow puts everything you need from a client on one guided page. They move through it one step at a time: read your proposal, sign the contract, pay a deposit, book a call, answer questions, upload files, or tick off their first tasks. Open Automations › Smart Flows.
Start here
- Create a Smart Flow from a ready-made template for your type of business.
- Get it ready and publish: work through the checklist and preview it as your client.
- Send it to a client, or share a public link on your website.
- Follow their progress on the Sent tab.
Every Smart Flow has a purpose: Win a client turns a lead into a paying client, and Onboard a client welcomes someone who has signed. To welcome clients automatically after they pay, see Onboard clients.
Everything in Smart Flows
Build
- Create a Smart Flow
- Pages and blocks
- Offer packages and add-ons
- Show steps only to some clients
- Get it ready and publish
Send and follow up
Go further
Workflows can send Smart Flows and handle the work around them, such as approvals. See Connect Workflows and Smart Flows.