Help Center
Guides for every feature in ClientFlow
10 docs
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
Import & Export Data
Import clients from CSV and export your data
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