Step-by-Step Tutorials
Interactive guides to master ClientFlow features
19 docs
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