“What happens when a calendar starts to think?.”

- Paul Duncan

🎧 V5 Migration & Updates: What You Need to Know

ProfitFlo’s new V5 system brings smarter automation, flexible service calendars, and streamlined booking processes. Here’s a complete overview of the key updates and how to make the most of them.

✨ What’s New in V5

1. V5 Automations

• V5 Automations: streamline your workflows, activate leads, and manage bookings without duplicates.

2. Service Calendars & Booking System

• The new Service Calendar is central to the V5 workflow.

• Customers can select event types, packages, staff, and calendar slots directly.

• Each calendar can automatically generate products, add-ons, and resources (e.g., sound systems, venues, photo booths).

• Supports partial payments and customizable package variations (standard, premium, elite).

• Booking forms can now be global or service-specific, collecting event details for accurate planning.

3. Proposal & Contract System

• New system: “Book Now” redirects clients to the service calendar.

4. Form Management

• Customize booking forms globally or per service.

• Add event-specific questions for schools, weddings, corporate events, etc.

• Forms feed directly into V5 automations for lead nurturing and customer follow-ups.

5. Product & Add-on Management

• Calendars automatically create new products in Payments.

• Add-ons and equipment can be linked to specific services or venues.

• Staff assignment, pricing, and duration settings are fully customizable.

💡 Why It Matters

• Flexible bookings – clients can choose calendars, packages, staff, and add-ons.

• Streamlined payments – automated partial payments and product creation.

• Customizable forms – gather all necessary details per service type.

• Integrated workflow – automations, calendars, and booking agreements all work together seamlessly.

🚀 V5 makes managing leads, bookings, and automations smoother than ever. By following these steps, you can fully leverage service calendars, packages, and forms to deliver a seamless customer experience.