文档与资源
使用 ClientFlow 开始并成长所需的一切
方案介绍
每个订阅级别的快速概览
行业案例研究
您所在行业的专业人士如何使用 ClientFlow
Success Story: Tutoring Network - Scaling to 500+ Clients
How a tutoring business scaled from 50 to 500+ clients
功能对比
所有计划的并排比较
快速入门
新用户快速入门指南
模板
即用型电子邮件、表单和社交模板
全面指南
深入的产品文档
分步教程
掌握 ClientFlow 功能的交互式指南
企业文档
安全性、合规性和企业资源
Integrations
Connect ClientFlow with WhatsApp, Calendar, and more
WhatsApp Business Integration Guide
Connect WhatsApp Business, send messages, automate reminders, and manage templates
Google Calendar Sync Setup
Bidirectional sync between ClientFlow appointments and Google Calendar
Email Integration & Templates
Configure email notifications, customize templates, and track delivery
Help Center
Guides for every feature in ClientFlow
Invoice Management Guide
Create, send, and track professional invoices for your clients
Expense Tracking & Budgets
Manage expenses, set budget limits, track categories, and handle approvals
Inventory & Stock Management
Track inventory, analyze stock with ABC analysis, set depletion alerts, and manage suppliers
Task Management Guide
Create tasks, assign to team members, set up recurring tasks, and track progress
Financial Analytics & Reports
Revenue tracking, P&L statements, forecasts, and data-driven business insights
Managing Your Subscription
Upgrade, downgrade, or change your billing plan and payment method
Push Notifications Setup
Enable web push and mobile notifications for appointments and payments
Settings & Preferences
Configure your profile, business settings, notification preferences, and display options