LeadFlow Onboarding & Training Portal

Software Training Course

Complete Module 1 below to master the system and unlock your 1-on-1 Walkthrough Group & Implementation Call.

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0 of 14 lessons completed. Your progress is saved automatically. Check off lessons as you watch to unlock Module 2.

Module 1

Start Here Walkthrough

14 Lessons

Step-by-step videos covering dashboard, calls, SMS, mobile app, and settings.

Module 2Locked

Walkthrough Group Call & Live Support

Reserve your spot on our weekly group implementation and technical setup call with our lead tech.

Complete all 14 lessons in Module 1 to unlock your walkthrough booking link.
Module 3 · Unlocked

The Vault (Advanced Plays)

1 Lesson

Advanced strategies and campaigns to drive immediate med spa leads.

Module 1 · Lesson 1 of 14

Quick Overview of LeadFlow

Lesson Summary

A quick tour of every section of LeadFlow: Dashboard, Conversations, Calendar, Contacts, Opportunities, Payments, Marketing, Automations, Sites, Memberships, Media Storage, Reputation Management, Reporting, and Support.

What You Will Learn

  • Navigation breakdown
  • Conversations tab mastery
  • Reputation & Reporting overview
  • What you will learn in this course

Need help with this step?

Use the chat widget on the bottom right of your screen or bring your questions to the Group Walkthrough call once Module 1 is finished!

Open the training guide

Got Questions About Training & Setup?

Here is everything you need to know about completing your onboarding training.

See it with your practice in mind.

In 30 minutes we'll look at your current website and Google listing, show you how LeadFlow would support your treatments, and walk through pricing together.