Help & Guides

How to use ClientFlow

Short, practical guides to get the most out of every feature.

Using the AI Copilot

Ask questions, draft messages and structure notes — with your approval.

Answer visitors on your site and track every enquiry to a booking.

Set payment and appointment reminders once — they run themselves.

Keep profiles, notes, history and intake forms in one place.

Book sessions, sync your calendar and cut no-shows.

Record payments, send invoices and estimates, and see what's owed.

Start free — no card, cancel anytime.