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Client relationships, simplified

Know every client.Grow your business.

Organise your clients, track notes and appointments, send reminders, and never miss a payment. The all-in-one platform for service professionals.

Free up to 5 clientsNo credit card requiredSetup in 2 minutes
Trusted Worldwide

Built for Service Professionals

From fitness trainers to music teachers, professionals trust ClientFlow to manage their client relationships

Law & Legal
Health & Therapy
Consulting & Coaching
Education & Tutoring
Finance & Accounting
Beauty & Personal Care
Click tabs to explore

Everything you need to manage clients

Powerful tools designed for service professionals

app.clientflow.center/dashboard

Good afternoon, Dr. Mitchell!

You have 3 sessions scheduled today

Active Clients
0
+12%
Sessions Today
0
+2
Hours Booked
0
+18%
Revenue
₺0
+8%
Upcoming SessionsView All
10:00
RT
Rachel Thompson
Physiotherapy Session
Coming Up
11:30
DP
David Park
Follow-up Consultation
14:00
MS
Maria Santos
New Patient Intake
Collection Rate
This Month
0%
6% vs last month
65%
72%
78%
85%
88%
94%
Paid: 44/47₺84.500
1/6
Client Profiles

Everything about your client, in one place

See the full picture: contact info, session history, notes, payments, and preferences. Build stronger relationships with complete context at your fingertips.

Session Notes
Track progress, preferences, and important details
Appointment History
See past and upcoming sessions at a glance
Payment Timeline
Complete payment history and pending amounts
Communication Log
Record of reminders and messages sent
EW

Rachel Thompson

Physical Therapy

VIP ClientSince Jan 2024
24
Sessions
$3,600
Total Paid
100%
On Time
Recent Notes
Nov 15 - Treatment Note
Great progress on lower back rehabilitation. Range of motion improved by 20%. Focus on core stability next session.
Nov 10 - Patient Preference
Prefers morning sessions (before 10 AM). Heat therapy before manual work.
Next Appointment
Today, 2:00 PM
Physiotherapy Session
Key Features

Everything you need to manage clients

Powerful tools designed for service professionals

WhatsApp Reminders

Send personalised payment reminders directly via WhatsApp

Hi Rachel! This is a friendly reminder that your November payment of £150 is due. Thank you!
Delivered

Smart Templates

Create reusable message templates with dynamic variables

{{name}}Rachel Thompson
{{amount}}£150
{{month}}November

Analytics Dashboard

Track revenue, collection rates, and client activity

Revenue+24%
JanJunDec
Simple 5-Step Process

How ClientFlow Works

Get started in minutes, not hours. Our intuitive workflow helps you manage clients and payments effortlessly.

01

Add Your Clients

Import your existing client list from CSV or Excel, or add them one by one. ClientFlow automatically organizes everything.

  • Bulk CSV/Excel import
  • Custom fields for your business
  • Smart grouping & tags
clientflow.center
RT
Rachel Thompson
rachel@email.com
VIP
DP
David Park
david@email.com
Active
MS
Maria Santos
maria@email.com
New
02

Schedule Appointments

Book sessions with a beautiful calendar view. Set recurring appointments, manage availability, and sync with your calendar.

  • Drag-and-drop scheduling
  • Recurring appointment patterns
  • Google Calendar sync
clientflow.center
December 2024
M
T
W
T
F
S
S
03

Track Every Payment

Mark payments as paid, pending, or overdue with one click. See who owes what at a glance and never miss a payment again.

  • One-click status updates
  • Partial payment tracking
  • Payment history & receipts
clientflow.center
$350
Collected
$200
Pending
$175
Overdue
RT
Rachel Thompson
$150
DP
David Park
$200
MS
Maria Santos
$175
04

Send Smart Reminders

Reach clients via WhatsApp or email with personalised messages. Automated reminders save hours of manual follow-up.

  • WhatsApp Cloud API
  • Customizable templates
  • Scheduled auto-reminders
clientflow.center
RT
Rachel Thompson
+1 234 567 8900
05

Analyse & Grow

Understand your business with powerful analytics. Track collection rates, identify trends, and make data-driven decisions.

  • Collection rate tracking
  • Revenue forecasts
  • Client retention metrics
clientflow.center
0%
Collection Rate
+5%
0
Active Clients
+12
0K
Monthly Revenue
+18%
Revenue TrendLast 3 Months
Jan
Mar
May
Jul
Sep
Nov
+24% this year
Built for Your Business

Perfect for 50+ professions

From fitness trainers to therapists, tutors to consultants - ClientFlow helps service professionals manage clients and get paid on time.

Fitness & Sports

Track memberships, manage session packages, and send workout reminders. Perfect for personal trainers, gym owners, yoga instructors.

Education & Tutoring

Schedule lessons, track student progress, and automate term-based invoicing. For tutors, music teachers, language coaches.

Health & Wellness

Create health intake forms, track client progress milestones, and manage consultation schedules. For dieticians, physiotherapists, chiropractors.

Beauty & Salon

Remember client preferences, track appointment cycles, and send rebooking reminders. For stylists, estheticians, massage therapists.

Therapy & Counseling

Secure intake forms, session notes, and billing management with privacy-first design. For therapists, psychologists, life coaches.

Business & Consulting

Track client goals, manage retainer payments, and document coaching sessions. For consultants, coaches, financial advisors.

Property & Construction

Manage multiple properties, track maintenance tasks with dependencies, and automate rent reminders. Perfect for estate agents, property managers, contractors, and cooperative administrators.

Creative & Media

Track project milestones, manage client packages, and automate session bookings. For photographers, videographers, graphic designers, event planners.

Pet Care & Veterinary

Schedule recurring appointments, track pet health records, and send visit reminders. For pet sitters, dog walkers, pet groomers, veterinary clinics.

Also perfect for:

Personal TrainersYoga InstructorsMassage TherapistsDentistsOptometristsMusic TeachersLanguage TutorsTest Prep CoachesHair StylistsEstheticiansPsychologistsLife CoachesAccountantsLawyersFinancial AdvisorsPet SittersHouse CleanersPhotographersEstate AgentsProperty ManagersGeneral ContractorsConstruction ManagersCooperative ManagersLandlordsBuilding InspectorsInterior DesignersVideographersGraphic DesignersEvent PlannersWedding PlannersDog WalkersPet GroomersVeterinariansDog Trainers
Powerful Features

Everything you need to manage clients

A complete toolkit to organise clients, schedule sessions, track payments, and build lasting relationships.

Client Management

Keep all your clients organised in one place. Add notes, tags, groups, and custom fields to know every client better.

Appointments & Scheduling

Schedule sessions, set recurring appointments, and send automatic reminders. Never double-book again.

Notes & History

Track session notes, client preferences, and important details. Build stronger relationships with context.

Payment Tracking

Track monthly payments with clear status indicators. Mark payments as paid, unpaid, or partial with one click.

Smart Reminders

Send WhatsApp & email reminders for appointments and payments. Automated messaging for PRO users.

Analytics & Insights

Understand your business with revenue trends, client activity, and payment patterns at a glance.

Risk-Free

Try ClientFlow with Complete Confidence

No risk, no commitment, no surprises

14-day free trial with full PRO features
No credit card required to start
Cancel anytime with one click
No long-term contracts or commitments
Export your data anytime
Get started in under 2 minutes
Start your free trial

No credit card required

Simple, transparent pricing

Start free and upgrade when you need more. No hidden fees.

Save 17%

Free

Perfect for getting started

Try before you commit

Freeforever
  • Up to 5 customers
  • 25MB storage
  • Manual WhatsApp (wa.me)
  • Payment tracking
  • Email reminders
Secure checkout
Founding Member

Starter

For growing businesses

Best for solo practitioners

£290normal price
£150/year
Save 51% as Founding Member

~£13/month billed yearly

  • Up to 200 customers
  • 500MB storage
  • Google Calendar sync
  • Basic analytics
  • 7-day free trial
Secure checkout
Most Popular

PRO

Unlimited power for professionals

Most popular for professionals

£590normal price
£290/year
Save 51% as Founding Member

~£24/month billed yearly

  • Unlimited customers
  • 5GB storage
  • Automated WhatsApp
  • Advanced analytics
  • Google Calendar sync
  • Priority support
Secure checkout
Founding Member

PRO Duo

Perfect for partnerships & couples

Perfect for partnerships

£890normal price
£450/year
Save 50% as Founding Member

~£38/month billed yearly

  • Everything in PRO
  • 2 team members
  • 7GB storage
  • Shared templates
  • 14-day free trial
Secure checkout
Founding Member

Team

Built for teams

For growing teams

£1,590normal price
£790/year
Save 50% as Founding Member

~£66/month billed yearly

  • Everything in PRO
  • 3-53 team members
  • 10GB + 1GB/seat storage
  • SSO & custom domain
  • Team permissions
Secure checkout

Compare plans

Features
Core Features(13)
Customers
5200
Storage
25MB500MB5GB7GB10GB + 1GB/seat
Message Templates
315
Monthly Reminders
5100
WhatsApp Reminders
Manual (wa.me)Manual (wa.me)AutomatedAutomatedAutomated
Intake Forms
31010
Custom Fields
Smart Alerts
Service Packages
Recurring Payments
Stored Payment Cards
135510
Bulk Operations
Advanced Search

Data Security

Your data is protected with AES-256 encryption

End-to-End Encryption

All data encrypted at rest and in transit

Privacy First

Your data is never shared with third parties

Daily Backups

Automatic encrypted backups to secure data centres

99.9%
Uptime
EU & US
Data Centres
AES-256
Encryption
GDPR
Compliance
FAQ

Frequently asked questions

Everything you need to know about ClientFlow

ClientFlow is built for service professionals with recurring clients: fitness studios & personal trainers, music & language tutors, yoga instructors, martial arts schools, swimming coaches, freelance consultants, subscription box businesses, cleaning services, and any business that collects monthly payments from regular clients.
Most users are up and running in under 5 minutes. Simply sign up with Google, add your clients (or import from a spreadsheet), and start tracking payments immediately. No technical knowledge required.
The free tier allows you to manage up to 5 clients with full access to payment tracking, WhatsApp link generation, email reminders, and 3 message templates. No credit card required, no time limit. Perfect for testing or small operations. Upgrade to Starter (£6/mo) for 200 clients and more features.
Free users can generate wa.me links that open WhatsApp with a pre-filled, personalised message including the client name and amount due. PRO users can send automated messages directly through the official WhatsApp Cloud API - just click "Send" and reminders go out automatically. Email reminders are free for all users.
Yes! Create unlimited message templates with dynamic variables like {{name}}, {{amount}}, {{month}}, and {{due_date}}. Each template auto-fills with client details when you send a reminder. Save time while keeping messages personal.
ClientFlow tracks any payment method your clients use - cash, bank transfer, credit card, PayPal, or any other method. Simply mark payments as paid, partial, or unpaid. We don't process payments - we help you track and follow up on them.
Yes! Import clients from Google Sheets or upload a CSV file. The system automatically maps common fields like name, phone, email, and monthly amount. You can also export all your data anytime.
Absolutely. We use AES-256 encryption for data at rest, TLS 1.3 for data in transit, OAuth 2.0 authentication (no passwords stored), and daily encrypted backups. We're fully GDPR compliant and never share your data with third parties.
Track collection rates, revenue trends over time, payment patterns by client, monthly/yearly comparisons, and identify your most valuable clients. PRO users get advanced insights including forecasting and cohort analysis.
Yes. PRO subscriptions are month-to-month with no contracts. Cancel anytime from your dashboard and retain access until the end of your billing period. Your data remains preserved if you want to return later.

Ready to know your clients better?

Start free with up to 5 clients. Organise, schedule, and grow your business from day one.

Free forever for small teamsNo credit card required