Flows

You can create a Workflow within your BodyShop Booster account to expedite the sales process and streamline your CSR's workload.

This process enables you to consolidate actions or steps that you want the customer to take into one cohesive Flow, rather than sending them individually.

Here are some examples:

• Sending the Estimate along with an E-sign form
• Sending the Estimate along with a sales video and an E-sign form
• Sending the Estimate along with a sales video, and an E-sign form, adding Additional services, and allowing them to book on your repair calendar.

You have the flexibility to bundle as few or as many actions as you desire.

Here is a quick video of how to add a new flow.

To learn how to use flows, please click here.

Example of an Estimate Sales Flow:

Add Flow

Flow Title: Your Estimate details

SMS message: Hi #First Name, please use the link below to review and approve your estimate.

Subject: Estimate for your approval.

Message: 

Hi #First Name, 

Please use the link below to review and approve your estimate.

Thank you

Configure the flow:

Drag the modules you want into the Flow Builder

Send Video: ALL Brands*

Send Estimate: The system will choose the current estimate to send

Send E-Sign Form: Default E-Sign Form*

Save

You can choose to add any video you have uploaded, or feel free to pick one of our Sales videos from the list provided.

You can choose any E-Sign form (if you have created some); otherwise, the default will be the only one available.

Below is a step-by-step walkthrough for adding Flows:

Adding Workflows to Booster

Creation Date: February 28, 2024

Created By: BodyShop Booster

View most recent version

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# crm.bodyshopbooster.com

1. Double click here

2. Log into your Admin

3. Click here

4. Click on Flows

5. Click Add New

6. Give the Flow a Name

7. Add a description

8. Add a Flow title

9. Add your SMS content

10. Add your Email subject

11. Add your Email content

12. Click Continue

13. Drag your flow elements/modules into the Flow builder

14. Update any modules with the proper forms, up sales, calendar links etc

15. You can also choose to Require the customer to book on the calendar (this is optional)

16. Click Save