Client onboarding

Let's get you set up.

Fill in the details below and we'll have your automation system configured and live within 48 hours.

1

Business basics

Your practice details for system configuration and reporting.

Your weekly performance report will be sent to this address every Monday.
2

Automation configuration

Settings that control how your system responds to enquiries.

HotDoc, Cliniko, Calendly, or any direct booking URL. Included in follow-up messages.
Urgent lead alerts and patient replies are forwarded here instantly.
Used to calculate estimated revenue in your weekly report.
3

Channels

Where your enquiries currently come from.

4

Tone & qualification

How your system communicates and what it prioritises.

Plain language is fine. This trains the AI to flag high-priority enquiries immediately.
The system will flag these rather than sending an automated reply.
5

Booking system

For current and future automation integrations.

6

Confirmation

Final step before we start building your system.

Before submitting: By completing this form you confirm that you have agreed to the Flowstate Agency service terms, including the setup fee and monthly retainer as outlined in your onboarding call.

We'll be in touch within 24 hours to confirm your setup timeline.

✅

You're in. Welcome to Flowstate.

We've received your details and will be in touch within 24 hours to confirm your setup timeline. Your system will be live within 48 hours of confirmation.