Documentation
Everything you need to know about using FlowReserve.
Welcome to FlowReserve! Here's how to get up and running in a few minutes.
- Create your account
Sign up with your email or Google account. You'll be taken straight into the onboarding flow.
- Complete onboarding
Set your business name, choose a unique booking link slug (e.g.
flowreserve.space/book/your-slug), and select your timezone. Getting the timezone right is important — it determines how your availability is shown to clients. - Explore your dashboard
Your dashboard is the home base. From here you can manage availability, create booking types, view appointments, track earnings, and configure settings.
Your availability tells clients when they can book with you. Navigate to Dashboard > Availability to configure it.
Weekly schedule
Set your working hours for each day of the week. For each day you can:
- Toggle the day on or off
- Set a start time and end time
- Leave a day off to block all bookings on that day
Blackout dates
Need to block a specific date? Add it as a blackout date. This overrides your weekly schedule for that day, so no one can book even if you'd normally be available.
Timezone
Your timezone (set during onboarding, editable in Settings) determines how time slots are generated. If your clients are in a different timezone, they'll see the slots converted to their local time automatically.
Booking types (also called event types) are the services you offer. Go to Dashboard > Booking Types to create and manage them.
Basic setup
- Click Create Booking Type
- Enter a name (e.g. "Initial Consultation"), duration, and optional description
- Set a price and deposit amount if you want to collect payment at booking time
- Choose a color to help you identify this type on your calendar
Deposits
If you set a deposit amount, clients will be asked to pay before the booking is confirmed. The deposit is processed securely through Lemon Squeezy. The booking stays in "pending" status until payment is received.
Intake forms
Add custom fields to collect information from clients at booking time. You can add fields like:
- Text — short text input (name, company, etc.)
- Email — email address field
- Phone — phone number field
- Textarea — longer text for notes or descriptions
- Dropdown — predefined options for the client to choose from
Each field can be marked as required or optional.
Buffer time
Set a buffer time between appointments to give yourself a break. This time is automatically blocked off so back-to-back bookings don't overlap.
View and manage all your appointments from Dashboard > Bookings.
Booking statuses
- Pending — awaiting payment or confirmation
- Confirmed — payment received and booking is active
- Cancelled — booking was cancelled by you or the client
- Completed — the appointment has taken place
Cancel a booking
Open a booking and click Cancel. Your client will be notified by email. If a deposit was collected, you can issue a refund from the booking detail page.
Reschedule a booking
Click Reschedule on any booking to pick a new date and time. The client receives an email with the updated details.
Search and filter
Use the search bar and status filters to quickly find specific bookings. You can search by client name or email.
FlowReserve uses Lemon Squeezy for secure payment processing.
How deposits work
- You set a deposit amount on your booking type
- When a client books, they're prompted to pay the deposit
- Payment is processed through a secure checkout overlay
- Once payment is confirmed, the booking status changes to "confirmed"
Earnings dashboard
Go to Dashboard > Earnings to see your revenue overview, recent transactions, and payout history.
Refunds
To refund a deposit, open the booking and click the refund button. The refund is processed through Lemon Squeezy and the client is notified by email.
Subscription plans
FlowReserve offers three plans:
- Free — up to 2 booking types, unlimited bookings
- Starter — more booking types, priority support, custom page requests
- Professional — unlimited booking types, all features, priority support
Manage your plan from Dashboard > Plans.
Your public booking page is where clients go to schedule appointments with you. It's available at:
flowreserve.space/book/your-slug
What clients see
- A list of your booking types to choose from
- A calendar showing your available dates and time slots
- An intake form to fill out (if configured)
- A payment step for the deposit (if configured)
- A confirmation page with booking details
Sharing your link
Find your booking page link on your dashboard or via the View Booking Page link in the sidebar. Share it on your website, social media, email signature, or anywhere your clients can find it.
Custom booking pages
Starter and Professional plan users can request a professionally designed custom booking page. Look for the Custom Booking Page card on your dashboard to submit a request.
You can embed your FlowReserve booking page directly into your own website so clients never have to leave your site to book an appointment. The simplest way is with an iframe.
Basic iframe embed
Paste the following HTML snippet anywhere on your website where you want the booking widget to appear:
<iframe src="https://flowreserve.space/book/your-slug" width="100%" height="800" frameborder="0" style="border: none; border-radius: 12px;" title="Book an appointment" loading="lazy" allow="payment" ></iframe>
Replace your-slug with your actual booking page slug. You can find this in Settings or from the View Booking Page link in your sidebar.
Embed a specific booking type
To skip the service selection step and link directly to a specific booking type, use the event type URL instead:
<iframe src="https://flowreserve.space/book/your-slug/consultation" width="100%" height="800" frameborder="0" style="border: none; border-radius: 12px;" title="Book a consultation" loading="lazy" allow="payment" ></iframe>
Replace consultation with the slug of the booking type you want to embed. You can find each booking type's slug in Dashboard > Booking Types.
Responsive embed
To make the iframe resize with the page, wrap it in a responsive container:
<div style="position: relative; width: 100%; max-width: 700px; margin: 0 auto;">
<iframe
src="https://flowreserve.space/book/your-slug"
width="100%"
height="800"
frameborder="0"
style="border: none; border-radius: 12px;"
title="Book an appointment"
loading="lazy"
allow="payment"
></iframe>
</div>Platform-specific instructions
- WordPress — Add a "Custom HTML" block in the page editor and paste the iframe code.
- Wix — Use the "Embed a Site" element from the Add menu and enter your booking page URL.
- Squarespace — Add a "Code" block to your page and paste the iframe snippet.
- Shopify — Edit your page or theme template and add the iframe HTML in a custom Liquid section.
- Webflow — Drag an "Embed" element onto your canvas and paste the iframe code.
- HTML / custom site — Paste the iframe snippet directly into your HTML where you want it to appear.
Tips
- Set
heightto at least 700–900px to avoid scrollbars inside the iframe. Adjust based on how many booking types you offer. - The
loading="lazy"attribute defers loading until the widget scrolls into view, improving your page speed. - The
allow="payment"attribute ensures the deposit checkout overlay works correctly inside the iframe. - If your website uses HTTPS (which it should), the embed will work seamlessly since FlowReserve is served over HTTPS.
Link button alternative
If you prefer not to use an iframe, you can add a simple booking button that opens your FlowReserve page in a new tab:
<a
href="https://flowreserve.space/book/your-slug"
target="_blank"
rel="noopener noreferrer"
style="display: inline-block; padding: 12px 24px;
background: #2563eb; color: #fff; border-radius: 8px;
text-decoration: none; font-weight: 600;"
>
Book an Appointment
</a>The calendar view (Dashboard > Calendar) gives you a visual overview of your schedule.
- Switch between day, week, and month views
- See all your upcoming bookings at a glance
- Bookings are color-coded by booking type
- Click on any booking to view its details
The calendar respects your timezone setting, so all times are displayed in your local time.
FlowReserve provides API keys for integrating with external services. Manage your keys from Dashboard > API Keys.
Generating a key
- Go to Dashboard > API Keys
- Click Generate New Key
- Copy the key immediately — it won't be shown again
Security
- Keep your API key secret — never expose it in client-side code
- Rotate your key if you suspect it has been compromised
- You can revoke a key at any time from the API Keys page
Manage your account from Dashboard > Settings.
Profile
Update your name, business name, email, and booking page slug. Your slug determines your public booking URL.
Timezone
Your timezone affects how availability slots are generated and displayed. Make sure it matches your actual location so clients see the correct times.
Google Calendar
Connect your Google Calendar to automatically check for conflicts and create events for new bookings. Go to Settings and click Connect Google Calendar. You can disconnect at any time.
Delete account
Scroll to the bottom of the Settings page and click Delete Account. This permanently removes your profile, bookings, event types, availability, and all associated data. This action cannot be undone.
Still need help?
Check out our FAQ & support page or email us at support@flowreserve.space