Category: Managing Your Business
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How to Create Packages That Combine Content and Services on Fluum
Fluum now allows you to create hybrid packages, powerful offerings that combine both digital content (like videos, guides, or PDFs) and bookable services (like sessions, classes, or workshops). This feature helps you deliver a complete experience to your clients: blending education, practice, and personal interaction in a single offer. What This Feature Does The Packages with Content + Services feature lets you bundle different types…
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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 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 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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How to Send Live Updates to Customers When Listings Change
As a freelancer or solo business owner, things don’t always go to plan. Sometimes you need to update an event, class, or 1:1 session after customers have already booked. Fluum makes this easy by giving you a live update system to notify all booked clients instantly and keep everyone in the loop. Why Freelancers Use Live Updates…
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How Do I Set Up Flexible Pricing Tiers for Events and Workshops with Fluum?
If you are looking to increase bookings, incentivise early sign-ups, and reward loyal clients, Fluum’s tiered pricing system offers a flexible way to sell your events more effectively. Whether you run business workshops, masterclasses, or community events, tiered pricing allows you to offer multiple price points for the same event, depending on timing, availability, and…
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Managing Your Sales in Fluum: A Complete Guide to the Sales Dashboard
The Sales Dashboard on Fluum provides a clear and efficient way to track all your bookings and package sales. Whether you’re offering private sessions, classes, or bundled packages, this dashboard is your central hub for viewing client purchases and managing sessions. Accessing the Sales Dashboard To access your sales: Navigate to the sidebar and click Sales Log in…
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How to book in Clients from the Fluum Calendar
With the latest Fluum update, solopreneurs can now manually book clients directly from their calendar — giving you more flexibility and control over your schedule. Whether you’re running a class, event, or one-on-one session, you can now add clients to time slots yourself, all within just a few clicks. If you’re just getting started with Fluum, you…
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How to Handle Last-Minute Cancellations & No-Shows as a Service Provider
Cancellations and no-shows are a natural part of running a small business. However, if they are not managed carefully, they can disrupt your schedule, drain your energy, and impact your income. At Fluum, we are here to support you in creating a smooth and sustainable client journey — helping you minimise no-shows, protect your time,…
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How to Automate Client Reminders & Confirmations
Managing client communications manually can drain your time and energy. At Fluum, we are committed to supporting your wellbeing by taking care of essential client follow ups for you, so you can focus on your business. With Fluum, you can automate all client reminders and confirmations — protecting your energy and providing your clients with a seamless,…