A Quick Guide to Where Things Live

The Settings area in FranFlow is where you manage how the platform works for you and your business.

When you click Settings in FranFlow, you enter a separate area with its own navigation menu on the left side.

This section contains many configuration tools, but most franchise consultants only need to work with a few of them.

This guide will help you understand:

The Settings page is divided into three main sections:

Not every option in these sections is required for day-to-day franchise consulting work.

FranFlow focuses on a small set of tools that help you manage candidates, communications, and scheduling.

These settings manage your personal profile and business information.

This section stores basic information about your consulting business.

Examples include:

This information may appear in emails, reports, or system records. Most consultants only update this once during initial setup.

This section manages your personal account settings.

Here you can update things like:

We’ve created separate articles for these common tasks:

Billing manages your FranFlow subscription and payment information.

Most consultants do not need to access this regularly.

This section is used to manage team members who have access to the system.

Examples include:

If you are the only user in your FranFlow account, you likely won’t need to adjust this section.

This area manages your sales pipeline structure.

Pipelines help track where candidates are in the franchise discovery process.

Examples include stages like:

FranFlow pipelines are designed to align with FranTracker candidate stages so both systems stay consistent.

These settings control the main tools you use to communicate with candidates.

Calendars allow candidates to schedule meetings with you automatically.

You can create booking links for:

We have several articles explaining how calendars work, including:

This section manages how FranFlow sends and receives emails.

This includes:

If email is not configured correctly, candidates may not receive your messages.

We recommend reviewing the Email Services articles if you plan to send emails from FranFlow.

Phone Systems allows you to manage phone numbers used for calls and SMS messages inside FranFlow.

This can include:

We’ll cover phone systems in a separate article.

This section is used for WhatsApp messaging integrations.

Most franchise consultants do not use this feature during initial setup.

This section contains additional configuration tools.

Many of these settings are advanced features and are not required for everyday use.

Below are the areas most relevant to FranFlow users.

Custom fields allow FranFlow to store structured data about candidates.

Examples include:

Many of these fields connect directly to FranTracker candidate data.

We recommend avoiding changes to existing fields unless you understand how they are used.

Custom values store reusable information that can automatically appear in emails, templates, or automations.

Examples include:

This allows you to update information once and apply it everywhere.

This section manages custom domains used for:

If you plan to send campaigns or automated emails, your domain may need to be configured here.

We cover this in the Custom Domains Setup Guide.

Some settings exist for advanced functionality or integrations.

Most franchise consultants do not need to use them during initial setup.

Examples include:

These tools may be used later as your FranFlow setup becomes more advanced.