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How do I update my email address?
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Setting a workspace logo
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How do I update my agency name?
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How do I update my contact email?
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How can I set my gender in Flozy?
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How can I set my date of birth in Flozy?
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Can I add my phone number to my Flozy profile?
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How can I set my address in my Flozy profile?
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How can I update my job title in my Flozy profile?
Profile (1)
Edit and manage your profile info
Bills (1)
Manage your payment info and plans
Teams (1)
Invite and manage your team members
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How do I provide admin access to an existing user?
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How do I proceed if the invite sent to my client/team member has expired?
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How can I invite a new user to my team?
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How can I invite a new client in my workspace?
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How do I delete a team member?
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How do I delete a client?
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What Should I Do If Team Member Doesn’t Receive Email Invites?
Clients (1)
Onboard and communicate with clients
Invoices (1)
Create single or recurring invoices
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How do I connect stripe for invoices?
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How do I send invoices if my country does not support Stripe?
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How do I set a due date for an invoice?
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How do I confirm that my invoice was sent?
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What is the difference between an invoice and a subscription?
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Does Flozy provide a report summarizing my invoicing?
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Can I update my default invoice settings?
Flows (1)
Create and manage internal flows
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What is a flow?
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How do I create a flow and add multiple members inside it?
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How to Delete or Archive a Flow
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How can I remove members from my flow?
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How can I organize the documentation associated with my flow?
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How can I filter my flows?
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How can I sort my flows?
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How can I change the layout of my flows?
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How do I create a new task in my flow?
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How can I filter my tasks in a flow?
Chat (1)
Chat with your team and clients
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How do I send a voice memo?
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How can I attach a file to my message?
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How do I create a new direct message?
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How do I star messages?
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How can I create a new group chat?
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How to Reply to a Message
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How to Forward a Message
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How to View All Media, Documents, and Links Shared in a Chat
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How can I mute my Chat notifications?
Tasks (1)
Manage your team and clients' tasks
Boards (CRM) (1)
Create and manage your boards (CRM)
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What is a board?
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How do I create a new board?
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How do I add lists to my boards?
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Boards / How do I filter my boards?
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How do I switch between my different boards?
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How to use the CRM?
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How do I add attachments to a task in my board?
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How do I view the total estimation value of each list?
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How do I assign a card to my teammate?
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How can I add a new card to my CRM?
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How can I add a new list to my CRM?
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How can I view the activity of my cards?
Dashboard (1)
Manage your entire workspace
Notifications (1)
Manage your notifications
Brain (1)
Create docs, contracts & proposals
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How can I create a folder?
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How do I create a new document?
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How can I add a button to my document?
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How do I delete a document?
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How can I stylize my document?
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How do I add a banner to my document?
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Can I add a video to my document?
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How can I view/edit my document in full screen?
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How can I view the word count of my document?
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Can I get a sharable link for my document?
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How can I share my document with my team?
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How to Publish a Document Online and Share It Outside Your Flozy Workspace
Websites (1)
Create and manage your website pages
Calendar Booking (1)
Create calendar booking links
Funnels (1)
Create client and onboarding funnels