ClientFlow · Email sends follow your saved choices
clientflowby PRAETRIX

LOCAL REVIEW GUIDE

Try ClientFlow.

All names and bookings are made up. This app runs apart from Lifted Arch.

For studio owners

  1. Open Start my studio. Add a name, link name, email and password. Select Create my demo studio.
  2. Sign in. Your studio opens right away. Open Make it yours. Set your name, color, time zone and hours. Select Save studio.
  3. Under Services, set the name, price in cents and minutes. Select Save service. For $85, type 8500. This does not change old visits.
  4. After Praetrix marks go-live, select Open booking page. Copy the link. Share it and pin it in your bio. Try a made-up client booking with a new email.
  5. In Your calendar, choose a visit result and select Save visit. Complete a visit only after it ends. Tests and owner visits do not count as your first client win.
  6. Under Your clients, add notes and select Save notes. Sign in to Bloom to check that Willow’s edits do not show there.
  7. Use Share my score to tell us how it went. To leave, add a reason under Your plan and select Cancel my plan. Service lasts until your cycle ends.

For Praetrix

  1. Sign in with the Praetrix demo account from the sign-in page. Open Praetrix CRM.
  2. In Sales & setup, mark Qualified, call Booked and call held. Save the guarantee before the call.
  3. In Billing, add a new made-up reference starting DEMO- and select Record demo setup. This records $597. It does not charge anyone.
  4. Once every setup item is here, select Full setup list received. Then select Mark Go-live. The 7-day clock starts when the list is done. Go-live starts the 28-day billing clock. The app caps go-lives at 4 per week.
  5. Help the owner share and pin the booking link that day. Check the 72-hour and day-14 flags. Use the mock service desk to try the 24-hour survey and 1-week help note. Live sends still need approval.
  6. Record each due $97 cycle in Billing. Select Mark due charge failed for a failed payment. It does not cancel service.
  7. Finish 30-, 60- and 90-day check-ins once paid cycles and dates allow. Then select Mark Retained. Review asks need a real win. Keep all asks at least 14 days apart.
  8. In Free-check inbox, mark a draft ready and approve its demo record. The mock sender runs jobs. The requested free check may be sent on its own. Marketing needs its own channel consent. A full opt-out stops all notes.

Limits of this build

Local demo sign-in only. Mock Square, Google Calendar, text and email run in this local build. No live service or production database is used. The calendar uses studio time and syncs through a mock provider. Deposit records are local test records; no real deposit is collected. Remedy controls save proposals only. Privacy and Terms need legal review. These are not live services.

Run instructions and the production handoff are in clientflow/README.md in the review branch.

Studio tools

  1. Open Today / agenda for today’s visits, deposits to check and Calendar jobs to retry.
  2. Open Clients to search, then choose a name to edit details. A new email or phone needs new permission. Use Pick an existing client in the manual booking form.
  3. Open Brand & deposits. Set your logo, address, reply email, prep note and Zelle details. Put {reference} in the memo to add each visit’s number. Set Slot interval (minutes). Extra 24-hour and 2-hour reminders start off.
  4. In Choose and resend booking details, pick Deposit still owed, Deposit already paid or No deposit. The saved payment record must match. This sends one mock email per choice and visit version; it never records or charges money. Check mock delivery status shows the provider’s mock result.
  5. Open Tips report and choose From and To. Only completed visits count. Tips stay separate from service money.
  6. Open Health for missing settings or failed jobs. Use Forgot password? on Sign in to try a mock password reset.

Booking tools

  1. In Booking tools, select Add a service or add-on. Set its price, time, type and public switch. Private services stay in the owner menu.
  2. Set Booking rules, then Save booking rules. Online visits hold a time while the deposit is due. Old visits keep their saved price.
  3. Use Book for a client for phone bookings. Pick required, paid, waived or deferred for the deposit. The form records demo money only.
  4. Open Manage each visit. Use Record deposit received, Move visit, Change visit services or Cancel visit. Pick what is owed back if a paid deposit is held.
  5. After the visit, enter all service money paid, including the deposit. Add the tip on its own. Select Finalize visit. Use Correct attendance only to fix a closed visit.
  6. Use the private visit link shown after booking to confirm, report a deposit, move or cancel. A changed visit makes old actions stale. Do not share private links.
  7. A paid, completed $25 consult can give up to $25 credit on a new visit in 14 days, once. Rebook windows show who is due back.

Mock services

  1. In your studio, select Open mock $597 setup link, then Pay $597 with mock Square. It moves this studio to Paid. No real charge occurs.
  2. Use Save my note choices to give email or text consent. Boxes start off. Clients may give consent when they book. A prior STOP or unsubscribe still blocks delivery.
  3. In Praetrix CRM, use Run mock billing, sync and notes. It runs due $97 cycles, syncs visit jobs and sends eligible notes to the mock log. It never calls a live provider.
  4. Set Next mock charge to failed to test a card failure. Billing becomes past_due. You have 7 days to pay. The dashboard pauses on day 7; confirmed client visits stay open. Pick success and rerun to recover.
  5. Add mock busy time to test calendar conflicts. Set Mock provider health to test an outage. Rerun jobs to recover. Calendar failure blocks new bookings until it is back.
  6. Use Queue mock ask only after a real win. Consent, open risks and spacing are checked again at delivery. All asks stay 14 days apart. Reviews and referrals have more checks.
  7. Test STOP or HELP with a made-up phone. Email opt-out links open a page with Stop emails. No real message is sent by the test.

Survey is due 24 hours after go-live. Help is due at 72 hours if no completed client visit exists. A help note is due at 1 week. These are mock jobs; production sends still need Darion’s decision.