Get it ready and publish

Finish the checklist, set up emails and access, preview it as your client, and publish.

A quick check before you publish means your client sees your real name, logo, prices and contract, and every step works the first time.

Open the Smart Flow in Automations › Smart Flows.
Work through the Get it ready to send checklist. Each item links to the page or setting it needs, such as your packages, contract or booking page.
Open Smart Flow settings (at the bottom of the right panel, or in the ⋯ menu) and check General and Client emails & reminders.
Select Preview to see it as your client, on a computer and a phone.
Select Send yourself a test in the settings and complete it as a client would.
Select Publish.

You're done when a window offers Send to a client. Publishing makes it ready to send; it doesn't send anything to clients.

Client preview of a wedding Smart Flow with the email link or portal frame switch and the desktop or phone switch

If something must be fixed first

A Finish 1 thing before publishing window lists each page with what to fix and a Go to step button. Your changes are kept. Common reasons:

a linked form, document or booking page is missing
a page still has the sample testimonial: replace it with a real quote or remove it
a payment counts from an event date, but no date question is chosen
a required task belongs to your team instead of the client

Finish 1 thing before publishing window, with a stock photo reminder and a sample testimonial that must be replaced

A reminder about stock photos doesn't stop you publishing.

General: name, Purpose, Who can open it, and the final page.
When the client finishes: for example, give portal access or Send the next Smart Flow.
Branding: background, width and header.
Client emails & reminders: invitation, reminders, completion email and an optional Deadline.
Team notifications: when your team hears about progress.

Smart Flow settings, General section, with Purpose, Who can open it and Show in template library

Anyone with the email link opens straight away, without a password. It starts this way for Win a client.
Signed-in client only asks the client to sign in to your client portal first. It starts this way for Onboard a client, and needs Things to do turned on in Client Portal › Settings.

After publishing, edits reach clients only when you select Publish changes. Clients who already started keep their version.
Preview as fills in a sample client, and All paths shows pages only some clients see.
Turn Smart Flows on or off in Settings › Modules.