Here are 6 steps worth knowing during your first week with Flow.
Log in with your User ID (or email address) and password. For detailed steps and what to do if you can't log in, see "About Login Methods."
Use the morning meeting to review yesterday's results and set today's goals. The Morning Meeting Summary gives your whole team the same numbers to start the day from — yesterday's traffic, sales, and more.
There's not much to see this early in the day. By the afternoon, check today's key numbers — traffic, purchase rate, and more. Reports gives you an at-a-glance view of your store right now. See Reports for more.
Whatever you notice on the floor — how a campaign is landing, how customers are reacting — write it down in a Memo. It captures the context that numbers alone can't, and shares it with your whole team.
[New Flow] How to Add a Memo
Steps to create a Memo, including attaching an image.
Pulse is coming soon — you'll be able to submit a weekly review using your memos and the week's report numbers to set an action plan for next week. For now, keep recording memos as things happen.
[New Flow] How to Submit a Pulse Check-in
Steps to rate your week and submit a Pulse check-in.
Short on time to dig through reports? Ask Flow AI directly and get a data-backed answer right away.
If you have any questions or feedback, please contact support at [email protected].
