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.
Built for Service Professionals
From fitness trainers to music teachers, professionals trust ClientFlow to manage their client relationships
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.
Rachel Thompson
Physical Therapy
Everything you need to manage clients
Powerful tools designed for service professionals
WhatsApp Reminders
Send personalised payment reminders directly via WhatsApp
Smart Templates
Create reusable message templates with dynamic variables
Analytics Dashboard
Track revenue, collection rates, and client activity
How ClientFlow Works
Get started in minutes, not hours. Our intuitive workflow helps you manage clients and payments effortlessly.
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
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
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
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
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
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:
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.
Try ClientFlow with Complete Confidence
No risk, no commitment, no surprises
No credit card required
Simple, transparent pricing
Start free and upgrade when you need more. No hidden fees.
Free
Perfect for getting started
Try before you commit
- Up to 5 customers
- 25MB storage
- Manual WhatsApp (wa.me)
- Payment tracking
- Email reminders
Starter
For growing businesses
Best for solo practitioners
~£13/month billed yearly
- Up to 200 customers
- 500MB storage
- Google Calendar sync
- Basic analytics
- 7-day free trial
PRO
Unlimited power for professionals
Most popular for professionals
~£24/month billed yearly
- Unlimited customers
- 5GB storage
- Automated WhatsApp
- Advanced analytics
- Google Calendar sync
- Priority support
PRO Duo
Perfect for partnerships & couples
Perfect for partnerships
~£38/month billed yearly
- Everything in PRO
- 2 team members
- 7GB storage
- Shared templates
- 14-day free trial
Team
Built for teams
For growing teams
~£66/month billed yearly
- Everything in PRO
- 3-53 team members
- 10GB + 1GB/seat storage
- SSO & custom domain
- Team permissions
Compare plans
| Features | |||||
|---|---|---|---|---|---|
Core Features(13) | |||||
Customers | 5 | 200 | |||
Storage | 25MB | 500MB | 5GB | 7GB | 10GB + 1GB/seat |
Message Templates | 3 | 15 | |||
Monthly Reminders | 5 | 100 | |||
WhatsApp Reminders | Manual (wa.me) | Manual (wa.me) | Automated | Automated | Automated |
Intake Forms | 3 | 10 | 10 | ||
Custom Fields | |||||
Smart Alerts | |||||
Service Packages | |||||
Recurring Payments | |||||
Stored Payment Cards | 1 | 3 | 5 | 5 | 10 |
Bulk Operations | |||||
Advanced Search | |||||
Analytics & Reporting(6) | |||||
Integrations(4) | |||||
Team & Collaboration(4) | |||||
Support(3) | |||||
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
Frequently asked questions
Everything you need to know about ClientFlow
Ready to know your clients better?
Start free with up to 5 clients. Organise, schedule, and grow your business from day one.