Platform Documentation
FlyB is an all-in-one platform for small businesses, solo professionals and agencies: an intelligent booking system, a CRM, e-mail marketing, an AI website builder, trackable links and Stripe checkout — all sharing one contact base and one analytics layer.
This manual documents every screen in the dashboard, what each setting does and which choices matter. It is written for the person using the product, not for developers; the developer-facing reference is the Public API.
How this manual is organised
The chapters follow the order of the dashboard’s own sidebar, so you can read with the product open next to you.
| Sidebar area | Chapter |
|---|---|
| Dashboard | Dashboard |
| Analytics | Analytics |
| Communication → Inbox | Inbox, FlyB Chat |
| Communication → Message automations | Message Automation |
| Communication → WhatsApp templates | Settings & Team |
| CRM → Contacts | Contacts |
| CRM → Pipeline, Conversions | CRM & Funnels, CRM Reports |
| CRM → Lead Score | Lead Score |
| CRM → Active Search | Active Search |
| Capture → Forms | Forms |
| Capture → Calendars | Calendars & Booking |
| Capture → URLs & QR Codes | URLs & QR Codes |
| Content → Landing Pages | Landing Pages |
| Content → Blogs | Blogs |
| Content → Images, Videos | AI Images, AI Videos |
| E-mails → Campaigns | E-mail Campaigns |
| E-mails → Sent Emails, Email Templates | E-mails & Templates |
| Sales → Plans, Pricing Tables | Pricing & Checkout |
| Sales → Orders, Payments | Orders & Payments |
| Sales → Affiliate Program | Affiliate Program |
| Modules | Modules |
| Settings → Company, Social Media, Custom Domain | Settings & Team |
| Settings → My Profile, Team | Settings & Team |
| Settings → Subscription, Flights Statement | Plans, Flights & Limits |
| Settings → Apps & Connections | Settings & Team |
| Settings → API Keys, API Documentation | Public API |
Settings is a single row at the bottom of the sidebar; everything listed under it above is a screen in that area’s own menu. Modules, right above it, decides which of the areas in this table your organization sees at all: the menu lists only the screens of the modules that are active. Anywhere in the dashboard, Ctrl + K (⌘ K on a Mac) opens a search box over every screen in this table.
New here? Start with Getting Started.
The five ideas the whole platform is built on
Understanding these five makes every screen easier to read.
1. The organization is the boundary
Everything you create — pages, contacts, calendars, e-mails, links — belongs to an organization. An organization is your workspace: it holds your plan, your Flights balance, your team and all of your data. You can belong to more than one organization and switch between them from the header. No data is ever shared between organizations.
2. Everything flows into Contacts
A visitor who fills in a form, books an appointment, buys through checkout, scans a tracked URL with a lead gate or signs in to a private blog becomes a contact in your base. There is only one contact base, and every other feature reads from it or writes to it. If the same person arrives twice, FlyB merges the records by phone or e-mail rather than duplicating them.
3. The CRM is where contacts are worked
Contacts sit in funnels, split into stages. Stages carry automations: send an e-mail, move the contact on, apply a tag, mark it qualified, hand the lead to a teammate, add points to its score, call an external URL. This is the engine behind most of the automation in the product.
Two fields answer the questions a pipeline is really made of: the lead owner — who is responsible for this lead — and the lead score — how hot it is, counted from what the lead actually did.
4. Flights are the fuel
Flights are FlyB’s usage credits. AI generations and sales consume them, and your plan grants a monthly quota. Bookings and e-mails do not: each plan carries its own monthly allowance for those, which is measured rather than charged. See Plans, Flights & Limits.
5. Draft and published are different things
Landing pages, blogs and blog posts all separate what you are editing from what the public sees. Nothing you change is live until you publish it.
A word on terminology
| Term | What it means |
|---|---|
| Organization | Your workspace. Holds the plan, the team and all data. |
| Flights | Usage credits consumed by AI generations and some operations. |
| Contact | A person or business in your base. Leads and customers are both contacts. |
| Funnel / Stage | The CRM board and its columns. |
| Lead owner | The team member responsible for a contact. |
| Lead score | A number built from what a lead did, under rules you write. |
| Page | A landing page built and hosted by FlyB. |
| Slug | The last part of a URL — the part you choose. |
| Template | A saved e-mail, reused by automations and campaigns. |
| Campaign | A bulk e-mail dispatch that runs on FlyB’s servers. |