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Knowledge base
Unlock the full potential of our software with our comprehensive knowledge base.
- Profile Edit and manage your profile info
- Bills Manage your payment info and plans
- Teams Invite and manage your team members
- Clients Onboard and communicate with clients
- Invoices Create single or recurring invoices
- Flows Create and manage internal flows
- Chat Chat with your team and clients
- Tasks Manage your team and clients' tasks
- Boards (CRM) Create and manage your boards (CRM)
- Dashboard Manage your entire workspace
- Notifications Manage your notifications
- Brain Create Docs, Contracts & Proposals
Recent articles
Check out the latest articles from our team!
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How do I delete a document?
In Flozy, you can delete document in a few simple steps. 1. First, click on the Brain hub fr...
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How can I add a button to my document?
Buttons can help you enhance your document. You can add a button to your document in a few simpl...
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How can I mute my Chat notifications for a Flow?
In this tutorial, we will learn how you can manage your Chat notifications for a given Flow. You...
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How can I mute my Chat notifications?
You can mute your notifications in a few simple steps. Select the Chat hub from your Floz...
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How to use the CRM?
We are really excited for you guys to start using our CRM tool (Board), we've talked to over...
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What is a board?
In Flozy, the Board Hub is a flexible dashboarding tool that syncs seamlessly with the rest of y...
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