Author: Aurora
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How to Download Your Statement of Orders from the Dashboard
The Statement of Orders feature in your Sales Reports section lets you automatically generate a detailed financial summary of all your transactions – including sales, fees, refunds, and cancellations – directly from your Fluum dashboard. This statement is ideal for accounting, tax reporting, or financial planning, giving you a complete and exportable overview of your business performance. What the Statement…
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How to Resend Emails to Clients from Your CRM
Sometimes a client might miss an important email – a booking confirmation, follow-up, or review request email. With the new “Resend Email” feature, you can now easily resend any email to your client directly from the CRM. What This Feature Does The Resend Email option lets you re-deliver an existing email that was already sent to your client. You can…
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How Deposits Work on Fluum: Request Partial Payments for Your Sessions
The Deposit feature allows you to collect only a portion of the total price at the time of booking, and automatically charge the remaining balance after the session is completed. It’s perfect for service providers who want to secure client commitment upfront without requiring full payment immediately. What the Deposit Feature Does When you enable “Ask for Deposit” in a listing, your…
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How to Use the “Max Allowed” Rule to Limit Add-On Purchases per Booking
The “Max Allowed” rule in the Add-Ons section lets you set the maximum number of times a customer can purchase a specific add-on per booking. It gives you more control over how your services, classes, or event extras are booked – ensuring smoother logistics and a better customer experience. What the “Max Allowed” Rule Does The Max Allowed rule defines how many units…
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How to Use the “Improve with AI” Text Box to Instantly Optimise Your Writing on Fluum
The Improve with AI text box is your built-in writing assistant on Fluum – designed to help solopreneurs, creators, and professionals instantly improve their text, match their tone of voice, and optimise content for SEO and conversions. Whether you’re writing a listing description, updating your client notes, or creating FAQs, this feature helps you produce clear, compelling, and on-brand content in seconds.…
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How to Automate Your First-Time Customer Listing in Fluum
The First-Time Customer Listing Automation lets you create a special offering that is only available to new customers. When this automation is turned on: This helps you run introductory offers, trial sessions, or welcome content exclusively for first-timers without giving discounts or free sessions to returning clients. Why Use It? How It Works Example Use Cases Best Practices FAQs Q: What happens…
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Ideas & Suggestions in Fluum: AI Inspiration for Growth
Every solo business owner experiences moments of creative block – whether you’re unsure how to price a new service, what content to share, or which product to launch next. Fluum’s Ideas & Suggestions feature delivers daily inspiration rooted in your own data. Leveraging its AI cofounder, the platform surfaces actionable prompts to help you upsell services, create…
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Ideas & Suggestions in Fluum: AI Inspiration for Growth
Every solo business owner experiences moments of creative block – whether you’re unsure how to price a new service, what content to share, or which product to launch next. Fluum’s Ideas & Suggestions feature delivers daily inspiration rooted in your own data. Leveraging its AI cofounder, the platform surfaces actionable prompts to help you upsell services, create…
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Power‑Ups & Quick Tools: Automate Routine Tasks with Fluum
Running a solo business requires juggling dozens of small tasks each day: sending invoices, drafting contracts, requesting feedback, analysing sales and planning social posts. Fluum’s Power‑Ups & Quick Tools are designed to automate these routine tasks so you can focus on client work and growth. This guide introduces the micro‑tools available today, explains how Fluum’s AI assistant…
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Personalising Fluum’s AI: Harnessing the Knowledge Base for Brand‑Ready Outputs
Fluum’s AI goes beyond generic prompts. By uploading your own brand documents, client notes and offerings, you can build a personalised knowledge base that informs every recommendation the platform makes. This article explains how the knowledge base works, what differentiates Fluum’s AI from standard models, and provides practical tips for solopreneurs on making the most of this…