Help Center

Frequently Asked Questions

Everything you need to know about ClientFlow.

faq.faq.categories.general

What is ClientFlow?

ClientFlow is a Business OS for service professionals. It combines client management, payment tracking, appointment scheduling, automated reminders (WhatsApp and email), invoicing, expense tracking, inventory management, and analytics in one platform. It is built for 50+ professions including personal trainers, therapists, tutors, coaches, and beauty professionals.

Who is ClientFlow for?

ClientFlow is built for independent service professionals and small teams who manage recurring clients. This includes personal trainers, therapists, counselors, tutors, music teachers, beauty professionals, coaches, driving instructors, yoga instructors, massage therapists, and 40+ other professions across 14 categories.

How is ClientFlow different from a regular CRM?

Unlike generic CRMs built for sales teams, ClientFlow is designed specifically for service professionals with recurring clients. It combines CRM with payment tracking, appointment scheduling, WhatsApp reminders, invoicing, and expense management in one tool — replacing 5+ separate apps. It uses profession-specific terminology and workflows (e.g., "sessions" instead of "deals").

faq.faq.categories.pricing

Is ClientFlow free?

Yes, ClientFlow has a free tier that is free forever (not a trial). The free plan includes up to 5 clients, basic payment tracking, email reminders, and 25MB storage. Paid plans start at $14/month (Starter) with unlimited clients, and the PRO plan at $39/month adds automated WhatsApp reminders, advanced analytics, and 5GB storage.

What are ClientFlow pricing plans?

ClientFlow offers 5 tiers: Free ($0, 5 clients, basic features), Starter ($14/month, unlimited clients, Google Calendar sync), PRO ($39/month, automated WhatsApp, advanced analytics), PRO Duo ($59/month, 2 team members included), and Team ($99/month, 3-53 members, API access, webhooks). Annual billing saves 10%. Founding member pricing offers 50% off until June 30, 2026.

faq.faq.categories.features

Does ClientFlow have WhatsApp integration?

Yes. On the free and Starter plans, ClientFlow provides WhatsApp deep links (wa.me) for manual one-tap reminders. On PRO and Team plans, ClientFlow offers fully automated WhatsApp reminders via the WhatsApp Business API — payment reminders, appointment confirmations, and overdue follow-ups are sent automatically without any manual action.

Can I manage appointments with ClientFlow?

Yes. ClientFlow includes appointment scheduling with recurring sessions, cancellation tracking with policy enforcement, Google Calendar sync (Starter and above), automated reminders 24-48 hours before sessions, no-show tracking, and waitlist management. Buffer time between sessions can be configured to allow for notes and preparation.

Does ClientFlow support multiple languages?

Yes, ClientFlow supports 19 languages: English, Turkish, German, Spanish, French, Italian, Portuguese, Dutch, Polish, Russian, Ukrainian, Swedish, Finnish, Arabic, Hindi, Japanese, Korean, Chinese, and British English. The interface, reminders, and client-facing pages are all translated.

faq.faq.categories.payments

How does payment tracking work in ClientFlow?

ClientFlow tracks all client payments with status (paid, pending, overdue), amount, date, and payment method. It sends automated reminders for upcoming and overdue payments via WhatsApp and email. Clients can pay online via 3D Secure card payments. The dashboard shows total revenue, outstanding balances, collection rate, and payment trends.

Can clients pay online through ClientFlow?

Yes. ClientFlow integrates with iyzico for online card payments with 3D Secure authentication. Clients receive a payment link via WhatsApp or email and can pay instantly with their credit or debit card. Supported card networks include Visa, Mastercard, American Express, and Troy.

faq.faq.categories.privacy

Is ClientFlow GDPR compliant?

Yes. ClientFlow is fully GDPR compliant. Data is stored in EU data centers (Frankfurt, Germany). The platform supports right to erasure (data deletion on request), data portability (export all your data), explicit consent tracking, and encrypted data storage (AES-256 encryption at rest, TLS 1.3 in transit). ClientFlow does not sell user data to third parties.

Where is ClientFlow data stored?

All ClientFlow data is stored in Frankfurt, Germany (EU) with daily automated backups. The infrastructure uses AES-256 encryption at rest and TLS 1.3 encryption in transit. The platform maintains 99.9% uptime SLA and is PCI DSS compliant for payment data.

faq.faq.categories.professions

Is ClientFlow good for personal trainers?

Yes, ClientFlow is built for personal trainers. It tracks client sessions, manages payment packages (prepaid blocks of 5/10/20 sessions), sends automated workout reminders, tracks no-shows with cancellation policy enforcement, syncs with Google Calendar, and provides revenue and client retention analytics. The interface uses training-specific terminology.

Can therapists use ClientFlow?

Yes. ClientFlow is well-suited for therapists, counselors, and coaches. It provides secure client data storage (GDPR compliant, EU data residency), appointment scheduling with recurring sessions and buffer time, payment tracking with insurance-friendly features, automated session reminders that reduce no-shows by 30-50%, and administrative notes separate from clinical documentation.

Does ClientFlow work for tutors and music teachers?

Yes. ClientFlow supports tutors, music teachers, language teachers, and driving instructors. It tracks student sessions and progress, manages lesson packages, sends automated reminders to students (or parents), handles recurring scheduling, and provides payment tracking with overdue follow-ups. The platform supports 19 languages for international students.

Still have questions?

Try ClientFlow free with up to 5 clients. No credit card required.

Start Free