Documentation & Resources
Everything you need to get started and grow with ClientFlow
Plan One-Pagers
Quick overview of each subscription tier
PRO Tier Overview
Automated WhatsApp reminders, advanced analytics and the AI Copilot (beta)
Industry Guides
How ClientFlow fits each kind of practice
Feature Comparison
Side-by-side comparison of all plans
Getting Started
Quick start guides for new users
Quick Start Guide
Get your ClientFlow account configured and ready to manage clients
Migrating to ClientFlow from Another System
Complete guide to moving your client data, payments, and appointments from other software
Troubleshooting Common Issues
Symptoms, causes and step-by-step fixes for the most common ClientFlow problems
Templates
Ready-to-use email, form, and social templates
Email Templates
Ready-to-use email and WhatsApp message templates by industry
Comprehensive Guides
In-depth product documentation
Step-by-Step Tutorials
Interactive guides to master ClientFlow features
Your First Client, Step by Step
Step-by-step walkthrough to add your first client and get started with ClientFlow
Sending Your First Payment Reminder
Learn how to send WhatsApp and email payment reminders
Payment Tracking 101
Learn payment statuses, overdue tracking, and how payment reminders work
Keeping Professional Client Notes
Document sessions, track progress, and maintain professional notes for your clients
Creating Your First Intake Form
Build professional intake forms to collect client information before the first session
Appointment Scheduling Mastery
Master appointment scheduling, calendar sync, and appointment reminders
Managing Clients on Mobile
Manage your business from your phone: the web app on your home screen, plus the iOS app
Working with Client Files
Upload, organize and share client files from one place
Organizing Clients with Tags
Use tags to organize clients, filter your list, and streamline your workflow
Exporting Reports and Data
Export your client, payment and appointment data, and have reports emailed to you on a schedule
Analytics Deep Dive - MRR, Churn & Growth Metrics
Master advanced analytics for data-driven business decisions
Automation Playbook - Workflows & Efficiency
Switch on and adjust the ready-made automations
Team Management - Collaboration & Permissions
Manage team members, roles, and collaborative workflows
Custom Fields - Tailor Client Data
Create custom fields to track your business-specific data
Bulk Operations - Efficiency at Scale
Select several clients or payments at once to tag, group, create payment records, mark paid or send reminders
Recurring Invoices - Bill Retainers and Memberships on Schedule
Create the invoice once: ClientFlow drafts the next one each period for you to send, and overdue invoices get reminders
Custom Report Builder - Data-Driven Business Decisions
Build custom reports to answer your specific business questions with advanced analytics and visualizations
Keyboard Shortcuts - Productivity Power User Guide
Move around ClientFlow from the keyboard with the shortcuts the app has
Data Quality - Best Practices
Maintain clean and accurate client data for better results
Security
How ClientFlow records account security activity
Security Activity Log
The sign-in, password, two-factor and device events ClientFlow records — and what it does not
Integrations
Connect ClientFlow with WhatsApp, Calendar, and more
WhatsApp Business Integration Guide
Connect WhatsApp Business, send messages, automate reminders, and manage templates
Google Calendar Sync Setup
Bidirectional sync between ClientFlow appointments and Google Calendar
Email Integration & Templates
Connect your own mailbox, write message templates, and see reminder status and blocked addresses
Help Center
Guides for every feature in ClientFlow
Invoice Management Guide
Create, send, and track professional invoices for your clients
Expense Tracking & Budgets
Record expenses, set category budgets, and approve team expenses on the Team plan
Inventory & Stock Management
Track stock, get low-stock alerts, run ABC analysis and depletion forecasts, and manage suppliers
Task Management Guide
Create tasks, set up recurring tasks, track progress, and assign tasks to team members on the Team plan
Financial Analytics & Reports
Revenue tracking, P&L statements, forecasts, and data-driven business insights
Managing Your Subscription
Manage your subscription, cancel or re-subscribe, and update your payment method
Push Notifications Setup
Turn on browser push notifications for appointments, payments and messages, including the iPhone and iPad steps
Settings & Preferences
Configure your profile, business settings, notification preferences, and display options
Note Extraction Guide
How AI note extraction works, what to check before saving, and using it safely in health-adjacent work