Settings & Preferences

Customize ClientFlow to fit your business perfectly. This guide covers every settings section — from your personal profile to advanced security options and API access.

Profile Settings

Your profile settings control your personal information and how you appear in the system.

Personal Information

Navigate to Settings → Profile to update:

• Full name — Your name as displayed in the system and on emails
• Email address — Your login email (changing this requires re-verification)
• Phone number — Contact number for account recovery
• Profile photo — Avatar shown in the dashboard and team view
• Time zone — Critical for appointment scheduling and notifications

Password Management

Change your password at Settings → Profile → Security. Requirements:

• Minimum 8 characters
• At least one uppercase letter
• At least one number
• At least one special character

After changing your password, all other active sessions are automatically signed out for security.

Business Settings

Configure your business identity and operational preferences.

Business Profile

Go to Settings → Business to configure:

• Business name — Appears on invoices, emails, and client-facing communications
• Business type — Your profession category (trainer, therapist, tutor, etc.)
• Address — Physical business address (used on invoices and emails)
• Phone — Business phone number
• Website — Your business website URL
• Logo — Business logo for invoices and emails (recommended: 400x100px PNG)
• Tax ID — Tax identification number for invoices

Working Hours

Set your regular working hours at Settings → Business → Working Hours. This affects:

• Available time slots for client bookings
• Email and notification delivery timing
• Calendar availability in Google Calendar sync

Configure different hours for each day of the week, or set certain days as closed. You can also set special hours for holidays or events.

Currency Settings

Choose your primary currency at Settings → Business → Currency. ClientFlow supports TRY, USD, EUR, and GBP. Your primary currency is the default for new invoices and payments, but you can override it on individual transactions.

Service Catalog

Manage your services at Settings → Services. For each service, configure:

• Service name and description
• Duration (in minutes)
• Price
• Color (for calendar display)
• Buffer time (break between appointments)
• Active/inactive status

Notification Preferences

Control how and when you receive notifications.

Notification Channels

For each notification type, choose your preferred delivery channels at Settings → Notifications:

Channel	Description	Can Disable
In-App	Notification bell in dashboard	No (always on)
Push	Browser/device push notification	Yes
Email	Email to your registered address	Yes
WhatsApp	WhatsApp message (Pro plans)	Yes

Client Notification Defaults

Set default notification behavior for your clients:

• Appointment confirmation — Automatically send when booking is created
• Appointment reminders — Default timing (24 hours, 2 hours, 1 hour before)
• Payment reminders — Default schedule for overdue payment follow-ups
• Channel preference — Whether to use email, WhatsApp, or both by default

Quiet Hours Configuration

Prevent notifications during off-hours. Set start time, end time, and which days quiet hours apply. Urgent notifications can be configured to bypass quiet hours.

Display & Theme

Customize the visual appearance of your ClientFlow dashboard.

Theme Options

• Light mode — Clean, bright interface (default)
• Dark mode — Darker colors, easier on the eyes in low light
• System — Automatically match your operating system's theme setting

Dashboard Layout

Customize which widgets appear on your main dashboard and their arrangement. Available widgets include:

• Today's appointments
• Revenue summary
• Pending tasks
• Recent payments
• Upcoming reminders
• Quick actions

Date and Number Format

Configure how dates and numbers are displayed:

• Date format — DD/MM/YYYY, MM/DD/YYYY, or YYYY-MM-DD
• Time format — 12-hour (AM/PM) or 24-hour
• Number format — Decimal separator (. or ,) and thousands separator
• Week start — Monday or Sunday

Language

ClientFlow supports 19 languages. Change your interface language at Settings → Preferences → Language.

Supported Languages

English, Turkish, German, Spanish, French, Italian, Portuguese, Dutch, Polish, Russian, Ukrainian, Arabic, Hindi, Japanese, Korean, Chinese, Finnish, Swedish, and British English.

Language Behavior

• The interface language changes immediately when you select a new language
• Client-facing communications (emails, reminders) can be sent in the client's preferred language
• Reports and exports use your dashboard language
• The URL path includes the locale code (e.g., /en/dashboard, /tr/dashboard)

Security (2FA)

Protect your account with two-factor authentication and other security settings.

Two-Factor Authentication

Enable 2FA at Settings → Security → Two-Factor Authentication:

1. Click Enable 2FA
2. Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.)
3. Enter the 6-digit verification code from the app
4. Save your backup codes in a secure location
5. 2FA is now active — you will need the code on every login

Active Sessions

View and manage all active login sessions at Settings → Security → Sessions. Each session shows the device type, browser, location, and last activity time. You can revoke individual sessions or sign out of all sessions at once.

Login History

Review your login history to detect unauthorized access. The log shows successful and failed login attempts with timestamps, IP addresses, and device information. Suspicious activity (login from a new location or device) triggers an email alert.

Account Deletion

You can request account deletion at Settings → Security → Delete Account. This is irreversible and will:

• Cancel your active subscription
• Delete all personal data within 30 days
• Remove all client records, appointments, and financial data
• Provide a final GDPR-compliant data export before deletion

API Keys

For advanced integrations, ClientFlow provides API key access to programmatically interact with your data.

Generating API Keys

1. Go to Settings → API → API Keys
2. Click Generate New Key
3. Give the key a descriptive name (e.g., "Zapier Integration")
4. Set permissions (read-only or read-write)
5. Copy the key immediately — it will not be shown again

API Key Security

• Never share API keys in code repositories, emails, or public channels
• Use read-only keys when write access is not needed
• Rotate keys periodically (every 90 days recommended)
• Revoke keys immediately if compromised
• Each key has a rate limit of 100 requests per minute

API Key Management

View all active API keys, their last used timestamp, and usage statistics. Revoke keys by clicking the delete button next to the key. Revoking a key takes effect immediately — any application using that key will receive authentication errors.