ClientFlow Complete Guide

Stop Chasing Payments. Start Growing Your Business.

The professional platform for trainers, therapists, tutors, coaches, and every service professional — turning client chaos into business clarity.

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Welcome to ClientFlow

Finally, a system that works as hard as you do.

Chasing payments, keeping a spreadsheet current and writing awkward reminder messages take time every week — time you could spend serving clients, growing your practice, or simply living your life.

ClientFlow takes much of that burden off your plate.

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Table of Contents

1. Introduction
2. Feature Overview
3. Subscription Plans & Pricing
4. Getting Started
5. Best Practices
6. Security & Privacy
7. Integrations
8. Support & Resources

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1. Introduction

What is ClientFlow?

The end of payment anxiety. The beginning of business clarity.

You became a professional to help people—not to spend your evenings wondering who owes you money, crafting awkward reminder messages, or maintaining sprawling spreadsheets that never quite capture the full picture.

ClientFlow is your unified command center: a professional platform that tracks every client relationship, monitors every payment, and sends polished reminders on your behalf—so you can focus entirely on delivering exceptional service.

How it works: ClientFlow is a payment tracking platform, not a payment processor. When clients pay you (via any method), you mark it as collected. ClientFlow then monitors who's paid, who's pending, and who's overdue—and handles the follow-up professionally.

Who is ClientFlow For?

ClientFlow serves service professionals across fitness, education, health & therapy, beauty, coaching, and professional services:

Industry	Professionals	Primary Use Cases
Fitness & Wellness	Personal trainers, yoga instructors, Pilates teachers, gym owners, CrossFit coaches	Track monthly fees, scheduled sessions, session notes, client progress
Education	Tutors, music teachers, language coaches, test prep instructors, academic mentors	Manage lesson schedules, track tuition payments, session notes, student progress
Health & Therapy	Physiotherapists, chiropractors, massage therapists, dieticians, occupational therapists	Appointment scheduling, treatment tracking, recurring session billing
Beauty & Personal Care	Hair stylists, estheticians, nail technicians, barbers, makeup artists	Client preferences, appointment history, payment tracking
Mental Health	Psychologists, counselors, life coaches, therapists, career coaches	Session scheduling, payment tracking, confidential session notes
Professional Services	Consultants, accountants, lawyers, financial advisors, business coaches	Retainer tracking, meeting scheduling, client records, invoicing

The Challenges We Solve

Challenge	How ClientFlow Addresses It
Chasing late payments	Visual payment calendar shows who's overdue; one-click WhatsApp/email reminders
Scattered client information	Centralized profiles with contact details, payment history, notes, and custom fields
Manual reminder sending	Email reminders on every plan; automated WhatsApp reminders from your own Business number (PRO)
Double-booked appointments	Google/iCloud calendar sync (Starter and above) keeps your appointments in one place
No visibility into business health	Real-time analytics: revenue trends, collection rates, at-risk clients
Team coordination gaps	Shared client views, role-based permissions, activity logging (Team)

Core Benefits

🕐 Spend Less Time on Admin

Stop losing evenings to spreadsheet updates and reminder messages. ClientFlow automates much of the administrative burden so you can spend time where it matters—with clients, with family, or growing your practice.

💼 Maintain Premium Professional Relationships

Awkward "where's my payment?" conversations damage client relationships. ClientFlow sends polished, personalized reminders that protect your professional image while helping you get paid on time—preserving trust while improving cash flow.

Each appointment gets a reminder at the time you choose, and overdue invoices are followed up by email 3, 7, 14 and 30 days after the due date, so less depends on you remembering.

📊 Make Confident Business Decisions

Stop guessing about your business health. Real-time dashboards reveal revenue trends, identify at-risk clients before they churn, and surface opportunities for growth—turning scattered data into strategic insight.

📈 Scale Without the Growing Pains

From your first clients to a full book of business, and from a solo practice to a team with shared access—ClientFlow grows with you. Move up a plan when you need more, without migrating or starting over.

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2. Feature Overview

2.1 Client Management

Build comprehensive client profiles that capture everything you need to deliver exceptional service.

Client Profiles

• Complete contact information: name, email, phone (primary and secondary), address
• Detailed notes with session history
• Payment and appointment history at a glance
• Tags and groups to mark priority clients (for example "VIP")

Organization Tools

• Groups: Categorize clients by service type, location, or any criteria (e.g., "Monday Clients," "Premium Members")
• Tags: Apply multiple labels for flexible filtering and segmentation
• Status Tracking: Active, Inactive or Archived, plus a membership status (Prospect, Active member, Expired, Paused, Cancelled)
• Referral Tracking: Record how clients found you

Custom Fields (Starter and above)

• Create unlimited custom fields tailored to your industry
• Field types: Text, Number, Date, Dropdown, Checkbox
• Examples: "Preferred Contact Time," "Allergies," "Equipment Owned," "Session Goals"
• Search and filter by custom field values

Customer Health Scores (PRO)

• Automated scoring based on payment patterns and engagement
• Identify at-risk clients before problems escalate
• Track improvement or decline over time

Bulk Operations

• Import clients from CSV or Excel (Starter+)
• Export client data (Starter and above)
• Find and merge duplicate records
• Bulk status updates and tag assignments
• Bulk tools are available on every plan

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2.2 Payment Tracking

Monitor every payment with precision. See who's paid, who's pending, and who needs a reminder—all in one view.

How Payment Tracking Works

ClientFlow tracks payment status, not payment processing. When a client pays you (via cash, bank transfer, card, or any method), you mark the payment as collected in ClientFlow. The system then:

1. Updates the payment status (Unpaid → Paid)
2. Records the collection date and method
3. Maintains a complete payment history
4. Calculates outstanding balances

Payment Calendar View

• Visual monthly calendar with color-coded payment status
• Green: Paid
• Yellow: Pending (not yet due)
• Red: Overdue
• Blue: Partial payment received

Payment Management

• Create one-time or recurring payment schedules
• Set custom amounts and due dates per client
• Track partial payments with remaining balance calculation
• Record payment method: Cash, Bank Transfer, Card, Other
• Add notes to individual payments

Multi-Currency Support

• Record payments in many currencies, including USD ($), EUR (€), GBP (£) and TRY (₺)
• Consistent formatting throughout the platform

Recurring Payments

• Set a client's payment type to Recurring (a monthly amount due on a payment day you choose), One-Time or Installment (a total split into a number of payments)
• Limit a recurring plan to a number of payments, or leave it open-ended
• Create a month's payment records for several clients at once with Bulk Create

Payment Analytics

• Collection rate percentage
• Average days to payment
• Outstanding balance totals
• Month-over-month trends
• Export to CSV/Excel for your accountant (Starter and above)

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2.3 Smart Reminders

Professional payment communications that maintain your reputation while ensuring timely payments.

WhatsApp Reminders

Free & Starter Tiers: Link Mode

• Generate personalized wa.me links with one click
• Message pre-filled with client name, amount, and due date
• Open in WhatsApp and send manually
• Full control over when messages are sent

PRO & Team Tiers: Automated Mode

• Connect your own WhatsApp Business account (Cloud API)
• Reminders are sent automatically from your own WhatsApp Business number
• Delivery and read status tracking

Email Reminders

• Connect Gmail, Outlook, Yahoo, or iCloud
• Gmail and Outlook connect with a secure sign-in (OAuth); iCloud, Yahoo and other providers use an app password, which is stored encrypted
• Emails are sent from your own mailbox, so replies reach you
• Personalized templates with dynamic variables

Message Templates

Create professional, reusable templates with dynamic variables:

Hello {{name}},
This is a friendly reminder that your {{month}} payment
of {{amount}} is due on {{due_date}}.
You can make payment via bank transfer or in person at
your next session.
Thank you for your continued trust.
Best regards,
{{business_name}}

Available Variables:

• {{name}} - Client's name
• {{amount}} - Payment amount
• {{currency}} - Currency code
• {{month}} and {{year}} - The month and year the payment is for
• {{due_date}} - Payment due date
• {{business_name}} - Your business name
• {{phone}}, {{email}} and {{customer_notes}} - Details from the client record

Reminder History

• Complete log of all sent reminders
• Delivery status (Sent, Delivered, Read, Failed) for automated WhatsApp reminders
• Timestamp and channel (WhatsApp/Email)
• Retry failed reminders from the Reminder History tab

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2.4 Appointment Scheduling

Manage your calendar with precision. Never double-book or miss a session again.

Appointment Management

• Create appointments linked to specific clients
• Set duration, location (physical or virtual), and notes
• Track appointment status throughout lifecycle:

- Scheduled → Confirmed → Completed

- Alternative paths: Cancelled or No-Show

Recurring Appointments

• Patterns: Daily, Weekly, Monthly, Yearly
• Custom intervals (e.g., every 2 weeks)
• Set number of occurrences or end date

Appointment Types

• Define custom types for your services (e.g., "Initial Consultation," "Follow-up Session," "Group Class")
• Set default durations per type
• Color-code for visual calendar organization
• Associate default pricing with types

Calendar Sync (Starter and above)

Google Calendar

• Two-way sync by default (one-way in either direction is also available)
• Choose the calendar to sync
• Background sync every 15 minutes, so changes are not instant
• Pause and resume sync at any time
• Not available during the free trial

iCloud Calendar

• CalDAV integration
• App-specific password for security
• One-way or two-way sync options
• Background sync about every 15 minutes

Conflict Prevention

• Automatic detection of overlapping appointments
• Warning before creating conflicts
• Buffer time settings between appointments
• Block out personal time and holidays

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2.5 Task Management

Stay organized with comprehensive task tracking integrated with your client workflow.

Task Features

• Create tasks with titles, descriptions, and due dates
• Link tasks to specific clients
• Priority levels: Low, Medium, High
• Status progression: Pending → In Progress → Completed

Task Types

• Task: General to-dos
• Follow-up: Client check-ins and outreach
• Reminder: Internal reminders for your workflow
• Call and Message: Calls to make and messages to send

Subtasks

• Break complex tasks into smaller steps
• Independent completion tracking
• Progress percentage calculation
• Collapse/expand for focused work

Today View

• See all tasks due today in one place
• Quick actions: Mark complete, reschedule, add notes
• Overdue task highlighting
• Integration with daily calendar view

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2.6 Analytics & Insights

Transform your business data into actionable intelligence.

Dashboard Overview

Key numbers on your Today dashboard, at a glance:

• Appointments Today: Scheduled sessions
• Pending Tasks: Open tasks, with the number overdue
• Today's Progress: Share of today's appointments completed (shown in the afternoon)
• Active Clients: Your client count (on the Free plan, shown against the 10-client limit)
• Pending Payments: Outstanding balance total, with the number of pending payments

Collection rate (the percentage collected vs. expected) is shown on the Payments and Analytics pages.

Revenue Analytics

• Monthly revenue trends with visual charts
• Expected vs. collected comparisons
• Year-over-year growth analysis
• Revenue forecasting based on historical patterns (PRO)

Collection Performance

• Collection rate tracking (monthly, quarterly, yearly)
• Average days to payment
• Payment velocity trends
• Overdue payment aging buckets

Customer Analytics (PRO)

• Health Scores: Automated client reliability ratings
• Cohort Analysis: Track behavior patterns over time
• Client Retention Analysis: Identify clients at risk of leaving
• Lifetime Value: Total revenue per client over relationship

Reports & Exports

• Export to Excel (.xlsx) or CSV (Starter and above)
• Custom date range selection
• Filter by client, status, or group

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2.7 Notes & Documentation

Maintain detailed records of every client interaction.

Session Notes

• Rich text formatting
• Link notes to specific appointments
• Timestamp and categorization
• Pin important notes for quick access

Note Templates

• Create reusable templates for common note types
• Example templates: "Initial Assessment," "Progress Update," "Treatment Plan"
• Dynamic fields auto-populate client information

Note History

• Complete chronological history per client
• Search across all notes
• Filter by date range or category
• Export notes for record-keeping

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2.8 Intake Forms (Starter and above)

Collect client information professionally before the first session.

Form Builder

• Drag-and-drop field creation
• Field types: Text, Email, Phone, Date, Dropdown, Checkbox, File Upload, Signature
• Required field validation
• Conditional logic (show/hide fields based on answers)

Distribution

• Generate public shareable links
• QR code generation for print materials
• Embed forms on your website
• Email forms directly to clients

Submission Management

• View all responses in centralized dashboard
• Filter and search submissions
• Export as PDF or CSV
• Completion rate analytics

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3. Subscription Plans & Pricing

Choose the plan that matches your practice size and needs.

Plan Overview

Feature	Free	Starter	PRO	Team
Monthly Price	$0	$15	$29	$59*
Annual Price	$0	$150	$290	$590*
Clients	10	Unlimited	Unlimited	Unlimited
Payments/Month	10	Unlimited	Unlimited	Unlimited
Storage	100 MB	5 GB	50 GB	200 GB + 5 GB/seat
Team Members	1	1	1	3 included, up to 53
Appointments/Month	20	Unlimited	Unlimited	Unlimited
WhatsApp (Link Mode)	✓	✓	✓	✓
WhatsApp (Automated)	-	-	✓	✓
Monthly Reminders	30	100	Unlimited	Unlimited
Templates	3	15	Unlimited	Unlimited
Basic Dashboard	✓	✓	✓	✓
Basic Analytics	-	✓	✓	✓
Advanced Analytics	-	-	✓	✓
Revenue Forecasting	-	-	✓	✓
Health Scores	-	-	✓	✓
Custom Fields	-	✓	✓	✓
Intake Forms	-	3	10	Unlimited
Import/Export	-	✓	✓	✓
Google Calendar	-	✓	✓	✓
iCloud Calendar	-	✓	✓	✓
API Access	-	-	Key check only	Key check only
Webhooks	-	-	-	✓
Team Collaboration	-	-	-	✓
Role-Based Access	-	-	-	✓
Team Activity Log	-	-	-	✓
Email Support	✓	✓	✓	✓
Support Tickets	-	-	✓	✓

*Team tier base price includes 3 seats. Additional seats: $15/month each, up to 50 additional seats (53 in total).

API Access: PRO and Team can create API keys, but today a key reaches only one route, which confirms the key works. No client, payment or appointment data is available through it. Support Tickets are the in-app help desk; email support is available on every plan.

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Plan Positioning

Plan	Ideal For	Key Value
Free	New practitioners starting out, or established professionals with a small client base	Launch your practice with professional tools at no cost
Starter	Growing practices ready to serve more clients with better organization	Scale beyond the basics with room to grow
PRO	Established professionals who value automation and data-driven decisions	Automated WhatsApp reminders and advanced analytics
Team	Multi-practitioner businesses that need shared access and roles	Shared client views, roles and webhooks for collaborative practices

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Multi-Currency Pricing

Plan	USD	EUR	GBP	TRY
Starter Monthly	$15	€13	£11	₺899
Starter Annual	$150	€130	£110	₺8,990
PRO Monthly	$29	€25	£22	₺1,740
PRO Annual	$290	€250	£220	₺17,400
Team Monthly	$59	€52	£44	₺3,540
Team Annual	$590	€520	£440	₺35,400
Per Seat Monthly	$15	€13	£11	₺900
Per Seat Annual	$150	€130	£110	₺9,000

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Annual Savings

Save 17% with annual billing:

Plan	Monthly Cost	Annual Cost	You Save
Starter	$180/year	$150/year	$30 (17%)
PRO	$348/year	$290/year	$58 (17%)
Team	$708/year	$590/year	$118 (17%)

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Storage Add-Ons

Need additional storage for documents and files?

• 25 GB Block: $5/month or $50/year
• Available on all paid plans
• Stack multiple blocks as needed

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Free Trial

Try the plan you pick for 14 days:

• That plan's features and limits for the whole trial (CSV import and calendar sync are not included during a trial)
• No credit card required
• Full data export if you decide not to continue
• Automatic transition to Free tier after trial

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4. Getting Started

4.1 Create Your Account

Step 1: Sign Up

1. Visit clientflow.center
2. Click "Start Free" or "Get Started"
3. Choose your sign-up method:

- Email and password

- Continue with Google

- Continue with Apple

- Continue with Facebook

1. Verify your email address

Step 2: Complete Your Profile

1. Enter your business name
2. Select your industry
3. Set your timezone
4. Choose your preferred language (20 languages available)
5. Upload a profile photo (optional)

Step 3: Security Setup (Recommended)

1. Navigate to Settings → Security & Privacy
2. Enable Two-Factor Authentication (2FA)
3. Scan QR code with your authenticator app
4. Save backup codes securely

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4.2 Add Your First Client

1. Click Clients in the navigation menu
2. Click "Add Client"
3. Enter client details:

- Name (required)

- Email (for email reminders)

- Phone (for WhatsApp reminders)

- Address (optional)

- Notes (optional)

1. Assign to a group (optional)
2. Add tags for organization (optional)
3. Click "Save Client"

Pro Tip: Import existing clients from a spreadsheet using the Import feature (Starter+).

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4.3 Set Up Payment Tracking

1. Navigate to Payments
2. Click "Add Payment"
3. Select the client
4. Enter payment details:

- Amount: The payment amount

- Due Date: When payment is expected

- Description: What the payment is for

1. Click "Create Payment"

For recurring billing, open the client's profile and set the Payment Type to Recurring (monthly amount, payment day and an optional number of payments). To create a month's payments for several clients at once, use Bulk Create.

View Payments:

• Calendar View: Visual monthly overview
• List View: Filterable, searchable list
• Click any payment to view details or update status

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4.4 Configure Reminders

Step 1: Create Message Templates

1. Go to Message Templates in the dashboard
2. Click "New Template"
3. Enter template name (e.g., "Friendly First Reminder")
4. Write your message using variables:

Hello {{name}},
Your {{month}} payment of {{amount}} is due on {{due_date}}.
Thank you!
{{business_name}}

1. Preview and save

Step 2: Connect WhatsApp (PRO)

1. Go to Settings → Integrations → WhatsApp
2. Click "Connect with Facebook"
3. Follow the authorization flow
4. If Facebook login is not available, open Manual Setup, enter your credentials (including the Phone Number ID) and click "Connect WhatsApp"
5. Test the connection with "Send Test Message"

Step 3: Send a Reminder

1. Open a payment record
2. Click "Send Reminder"
3. Under Send via, select the channel (WhatsApp, Email or Both)
4. Check the Message Preview; use Customize to choose a template or write your own message
5. Click the send button: "Send Email", "Open WhatsApp" (you then send the message yourself) or "Send Both"; with automated WhatsApp (PRO) it reads "Send Now"

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4.5 Schedule Appointments

1. Navigate to Appointments
2. Click "New Appointment"
3. Select the client
4. Choose appointment type
5. Set date and time
6. Add location and notes (optional)
7. For recurring appointments:

- Under "Recurrence", choose Daily, Weekly, Monthly or Yearly

- Set the interval (for example, Weekly with every 2 weeks)

- Set when it ends: after a number of occurrences, on a date, or never (a series repeats at most 100 times after the first appointment)

1. Click "Save"

Calendar Sync (Starter and above):

1. Go to Settings → Integrations and find the Google section
2. Click "Connect Google Account"
3. Authorize access
4. Select the calendar to sync and click "Connect Calendar"
5. Choose the sync direction under Sync Settings (Two-way, or one-way in either direction)

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4.6 Monitor Your Dashboard

Your dashboard gives you a quick view of your business:

Key Metrics:

• Appointments today and today's progress
• Pending tasks, with the number overdue
• Active client count
• Pending payments

Collection rate is shown on the Payments and Analytics pages.

Quick Actions:

• Add a client, appointment, payment, note or task in one click
• Send a message to a client

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5. Best Practices

Client Organization

Use Groups Strategically

• Create groups based on service type: "Personal Training," "Group Classes," "Online Coaching"
• Separate by schedule: "Monday Clients," "Weekend Sessions"
• Organize by value: "VIP," "Regular," "Prospects"

Tag Consistently

• Establish a tagging convention and stick to it
• Use tags for marketing segments: "Referral Program," "Holiday Promo"
• Tag by acquisition source: "Instagram," "Website," "Referral"

Maintain Data Quality

• Update contact information regularly
• Archive inactive clients rather than deleting
• Review and merge duplicates monthly

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Payment Management

Know Your Follow-Up Schedule

• ClientFlow does not message clients before a due date; send a reminder yourself whenever you like
• Overdue invoices are followed up by email 3, 7, 14 and 30 days after the due date (a fixed schedule)
• Appointments get one reminder, at the time you set

Leverage Recurring Payments

• Create recurring entries for all monthly clients
• Review and adjust amounts quarterly
• Use bulk creation for efficiency

Monitor Overdue Accounts

• Check overdue payments daily
• Escalate after 30 days with personal outreach
• Document all communication attempts

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Communication Excellence

Create Multiple Templates

• Friendly first reminder
• Firm follow-up
• Final notice
• Thank you message (after payment)

Personalize Effectively

• Always use the client's name
• Reference specific services
• Include exact payment details
• Maintain professional tone

Track Delivery

• Check Reminder History for failed sends
• Follow up on failed deliveries via alternate channel
• Note preferred contact method for each client

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Analytics Utilization

Weekly Reviews

• Check collection rate trends
• Monitor customer health scores
• Review revenue performance

Monthly Analysis

• Compare month-over-month growth
• Identify at-risk clients
• Analyze payment patterns

Quarterly Planning

• Review client retention rates
• Assess pricing strategy effectiveness
• Plan capacity based on trends

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6. Security & Privacy

Data Protection

Encryption

• At Rest: session notes, client outcome records, integration credentials, payment tokens and two-factor secrets are encrypted with AES-256-GCM. Uploaded files are encrypted at rest by the storage provider
• In Transit: data between your browser and ClientFlow is encrypted with TLS
• Backups: encrypted nightly database backups

Access Control

• Role-based access control (RBAC) on the Team plan: owner, admin, member and viewer roles
• Two-factor authentication (2FA)
• Short-lived sign-in sessions; review and sign out devices at Settings → Security & Privacy

Hosting

• The application and database are hosted in Germany (EU) on Hetzner infrastructure
• A few sub-processors (for example the AI assistant, email delivery and payment processing) operate outside the EEA. Every sub-processor, where it processes data and the transfer safeguard that applies are listed in the public register at clientflow.center/subprocessors

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Privacy & Data Protection

GDPR-ready

• Data portability: export your data from Settings → Security & Privacy
• Account deletion is available in the app
• Client opt-outs are respected, for WhatsApp (STOP replies) and for email
• A Data Processing Agreement is published at clientflow.center/dpa

Turkey (KVKK)

• The Privacy Policy sets out your rights under the Turkish Personal Data Protection Law (KVKK) and how to exercise them

Payment Security

• Your ClientFlow subscription is paid by card through iyzico, a third-party payment provider
• ClientFlow never stores full card numbers or security codes. For saved cards it keeps an iyzico token plus display details (brand, first digits, last four, expiry, name on card)
• 3D Secure authentication is required for subscription payments
• ClientFlow does not process or hold your clients' payments

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Audit & Monitoring

Security Activity Log

• Account lockouts, password and two-factor changes, trusted-device changes, connected accounts and session activity are recorded with a timestamp and IP address
• View and filter the log at Settings → Security & Privacy
• It is an account security log, not a record of which client records you opened

Team Activity (Team Plan)

• A team activity log shows who created, updated or deleted clients, payments and appointments, and who changed team roles and settings
• A per-member activity overview on the team analytics page

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7. Integrations

Available Integrations

Integration	Capability	Sync Type	Available On
Google Calendar	Appointment synchronization	Two-way (or one-way)	Starter and above
iCloud Calendar	Appointment synchronization	CalDAV	Starter and above
Email (Gmail, Outlook, iCloud, Yahoo, SMTP)	Reminders and documents sent from your own mailbox	Outgoing mail	All plans
WhatsApp Business	Automated reminders from your own number	Cloud API	PRO and above
Webhooks	Events sent to a URL you set	Outgoing	Team

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Google Calendar

• Two-way sync by default; one-way in either direction is also available
• Choose the calendar to sync
• Background sync every 15 minutes, so changes are not instant
• Not available during the free trial

Bringing in a Google Sheet

• ClientFlow does not connect directly to Google Sheets or to a contacts app
• To bring a spreadsheet in, export it as CSV (or save it as Excel) and use Import (Starter and above)

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API Keys and Webhooks

ClientFlow does not offer a public REST API for reading or writing your data.

• API keys (PRO and Team): you can create keys, but today a key reaches only one route, which confirms the key works. No client, payment or appointment data is available through it
• Webhooks (Team): ClientFlow sends events such as a new customer, a payment or an overdue payment to a URL you set

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8. Support & Resources

Getting Help

In-App Support (PRO and Team, including during a trial)

• Open Support from the navigation menu
• Create support tickets
• Track ticket status and history

Email Support

• Contact: contact@clientflow.center (all plans)

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Language Support

ClientFlow is available in 20 languages:

Language	Code		Language	Code
English (US)	en		Polish	pl
English (UK)	en-GB		Portuguese	pt
Turkish	tr		Russian	ru
German	de		Ukrainian	uk
French	fr		Arabic	ar
Spanish	es		Hindi	hi
Italian	it		Japanese	ja
Dutch	nl		Korean	ko
Swedish	sv		Chinese (Simplified)	zh
Finnish	fi		Chinese (Traditional)	zh-TW

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Resources

Knowledge Base

• Step-by-step tutorials
• FAQ articles
• Troubleshooting guides

Updates

• Feature announcements
• Product roadmap
• Best practices blog

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Start Today

Begin Your Free Trial

Experience the full power of ClientFlow with a 14-day free trial:

• The features of the plan you pick (CSV import and calendar sync are not included during a trial)
• No credit card required
• Full data export anytime
• Seamless transition to any plan

Visit: clientflow.center

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Contact

Website: https://clientflow.center

Email: contact@clientflow.center

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ClientFlow — Professional Client Management for Service Professionals

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Document Version: 2.0

Last Updated: October 2026

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This guide is provided by ClientFlow. Features and pricing are subject to change. For current information, visit clientflow.center.