BusinessFlow Booking + CRM
Organize recurring service capacity
Map recurring appointments against staff, locations and shared resources.
This guide uses BusinessFlow Booking + CRM as its starting point. It combines the documented project capabilities with practical suggestions for planning and reviewing your own work. The suggestions below are guidance, not a claim that the application automates every step.
Start with a concrete task
Map recurring appointments against staff, locations and shared resources. Keep package allocation explicit instead of assuming every repeat booking uses the same balance.
What the project provides
Manage locations, resources, whole-unit inventory, recurring appointments, manually allocated packages and waitlists.
Review the result before moving on
Review waitlists after a cancellation and confirm the replacement slot with the customer. A place on a waitlist is not a confirmed appointment.
Access and setup
Create a private email/password account, then create your business workspace. The old local admin/admin account is disabled on this public deployment. Existing records in the original local project are not copied into this new deployment.
Common questions
Where can I find the current project details?
Read the BusinessFlow Booking + CRM project page for its documented features, access notes and live application link.
Does this guide describe an automated workflow?
Only the capabilities explicitly described in the project section are product features. Planning and review suggestions may need to be performed manually.
Your next step
To explore a similar experience for your own audience, review our related service. Start the discussion with a concrete user task and the information needed to complete it.