Fluum’s Core Features in One Place: How Your AI Co‑Founder Supercharges Every Workflow

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Managing a solo business can feel like juggling a dozen different tools — from spreadsheets to scheduling apps and e‑commerce platforms.  Fluum was built to simplify that chaos. Powered by large language models, it acts as an AI co‑founder that integrates CRM, scheduling, booking, payments and content into one platform. Below is an overview of the core features available today and how Fluum’s intelligent assistant boosts your productivity at every turn.

Centralised CRM and Client Management

Fluum gives solopreneurs a single place to store client profiles, session history and documents. When you set up your account, your dashboard shows you all upcoming appointments, payments, contracts and waivers so you never lose track of client communication. Everything you collect — intake forms, waivers and consent forms — is stored securely in the CRM, giving you a complete picture of each client.

  • Client profiles & notes – Keep contact details, appointment history, preferences and private notes in one place.
  • Automated document storage – Signed contracts, waivers and intake forms are automatically linked to the correct client record.
  • Follow‑up reminders – Your AI co‑founder suggests the right moment to request testimonials or re‑bookings, ensuring no client falls through the cracks.

Seamless Bookings and Scheduling

Fluum replaces standalone booking tools with an integrated calendar and scheduler. Your clients can view availability and book sessions, classes or events in real time, while you avoid double bookings and manual follow‑ups. Booking links are mobile‑friendly and optimised for search to help new clients find you.

  • Real‑time availability – Connect your calendar to avoid conflicts; Fluum handles confirmations and reminders.
  • Flexible pricing models – Set fixed rates, packages, sliding‑scale options or offer free events and classes.
  • Smart rescheduling – Clients can rebook or reschedule without sending emails, and the AI offers upsell suggestions based on client history.

Waivers and Intake Forms Made Easy

Legal compliance and client data collection are built into your booking flow. Fluum differentiates between forms (for collecting information) and waivers (for acknowledging risk), and lets you send both automatically. You can create customised documents using drag‑and‑drop blocks and attach them directly to specific services.

  • Custom intake forms – Collect health histories, goals and feedback with questionnaires that improve client care.
  • Legally sound waivers – Build liability waivers with clear legal clauses (e.g., assumption of risk, voluntary participation).
  • Automated delivery & storage – Forms and waivers are sent during booking and stored securely under each client profile, removing the need for separate tools like DocuSign or Typeform.

Support for Events, Classes and 1:1 Sessions

Whether you host a private consultation, run a group workshop or organise a special retreat, Fluum supports multiple service types. Each offering has its own pricing and capacity settings so you can sell one‑to‑one sessions, group classes or events with ease.

  • 1:1 sessions – Offer different durations with tiered pricing or sell packages (e.g., four sessions for a discounted rate).
  • Group classes & workshops – Set per‑person rates, offer drop‑in or full‑term pricing and manage attendance.
  • Events & retreats – Customise pricing per event and include early‑bird discounts or free tickets.
  • Capacity management – Each booking reserves a spot in the listing’s capacity, preventing overbookings.

Link‑in‑Bio and Visible Storefronts

A professional online presence is essential for solopreneurs. Fluum doubles as your digital storefront: it generates a public profile that showcases your services, pricing and testimonials. You get a unique booking URL optimised for mobile and SEO, which can be added to your social media bio or email signature. Think of it as a “link‑in‑bio” page tailored to service providers, clients can browse offerings, book sessions and even purchase digital products without leaving the page.

Contracts and Legal Documents

Sending contracts no longer requires third‑party software. Fluum offers pre‑built contract templates for coaching, therapy and other services, or you can create your own. Contracts are attached to services so clients sign during checkout, and reminders are sent automatically if something is incomplete.

Payments and Checkout

Fluum integrates directly with Stripe to provide secure checkouts. You can generate a payment link for upfront payments, ad‑hoc sessions or customised pricing. Payments support multiple currencies and options like credit cards, Apple Pay and Klarna.

  • Up‑front payments – Reduce no‑shows by requiring payment at booking.
  • Flexible payment links – Send one‑off invoices, pass on transaction fees or offer first‑time discounts.
  • Sales dashboards – Track income by service, export data for taxes and maintain healthy cash flow.

Sell Digital Products and Scale

Beyond live services, Fluum lets you create and sell digital products such as templates, e‑books, recorded workshops or audio files. Upload your file, set a price and let the AI write a high‑converting description. The platform then generates a branded sales page and automates delivery after purchase.

  • Passive revenue – Sell digital products alongside your services or as stand‑alone offerings.
  • Memberships and packages – Pro users get access to upcoming features like memberships and automated sales funnels to build recurring income.
  • Integrated checkout – Customers buy digital products through the same secure Stripe checkout used for bookings.

How the AI Co‑Founder Enhances Every Workflow

Fluum’s AI is more than a background script — it acts as a strategic partner that learns from your business data and suggests improvements. Here’s how it supports each core feature:

  • Pricing and revenue – The AI analyses your services, competitors and client demand to recommend optimal pricing and bundling strategies. It identifies opportunities to raise rates, offer sliding scales or create packages tailored to your audience.
  • Marketing content – The built‑in copywriter drafts social posts, emails and sales page copy in your tone, saving hours of time.
  • Booking management – Integrated with your calendar, the AI automatically manages bookings, sends reminders and suggests upsells or follow‑up services based on client behaviour.
  • Business strategy – By reviewing sales data and industry benchmarks, your AI co‑founder advises when to launch new services, create digital products or refine your offers.
  • Continuous learning – As you interact with the platform, the AI adapts to your niche and preferences, delivering more personalised suggestions over time.

Final Thoughts

Fluum isn’t just a booking tool or CRM – it’s a complete business operating system designed for solopreneurs who want to look professional, save time and grow smarter. By combining CRM, bookings, waivers, forms, events, classes, 1:1 sessions, link‑in‑bio pages, contracts, payments and digital product sales into one AI‑powered platform, Fluum removes the need to juggle multiple software subscriptions.

With automation and strategic guidance built in, you can focus on what you do best: serving your clients and building a thriving business.

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