心理学家的商业管理系统

一站式平台:
心理学家

从一个仪表板管理您的整个心理学家业务。跟踪来访者、安排治疗课程、自动发送提醒、记录付款并增长收入——无需行政烦恼。

来访者管理
治疗课程排程
支付与分析
自动提醒
无需信用卡5分钟设置随时取消
法律与法律健康与治疗咨询与辅导教育与辅导财务与会计美容与个人护理

传统方式 vs. ClientFlow

传统方式

  • 纸质初诊表、零散的会谈记录、因爽约损失的收入

使用 ClientFlow

  • 数字知情同意书、加密的会谈记录、自动提醒
心理学家专属功能

进行练习所需的一切

为现代心理学家的工作流程专门设计的强大工具。

来访者管理

在一个地方整理所有来访者资料、笔记和历史记录。

治疗课程排程

通过Google日历同步和冲突检测来安排治疗课程。

会议笔记

为每次治疗课程保存私人笔记。追踪进展和历史。

付款追踪

通过自动循环付款和发票,停止因取消预约而损失资金。

WhatsApp 提醒

通过WhatsApp发送自动付款和治疗课程提醒。

分析仪表板

收入洞察、保留指标和业务增长跟踪。

同样包含

适用于每个职业的通用工具

库存管理
费用跟踪
任务管理
时间跟踪
财务报告
团队协作
供应商管理
使用方法

ClientFlow如何工作

几分钟即可开始,无需数小时。我们直观的工作流程帮助您轻松管理客户和支付。

01

添加您的客户

从CSV或Excel导入现有客户列表,或逐个添加。ClientFlow自动组织一切。

  • 批量CSV/Excel导入
  • 适合您业务的自定义字段
  • 智能分组和标签
clientflow.center
RT
Rachel Thompson
rachel@email.com
活跃
DP
David Park
david@email.com
活跃
MS
Maria Santos
maria@email.com
02

安排预约

使用精美的日历视图预订会话。设置重复预约,管理可用性,并与您的日历同步。

  • 拖放式排程
  • 重复预约模式
  • Google日历同步
clientflow.center
2024年12月
05

分析与增长

通过强大的分析了解您的业务。跟踪收款率,识别趋势,并做出数据驱动的决策。

  • 收款率跟踪
  • 收入预测
  • 客户保留指标
clientflow.center
0%
收款率
+5%
0
活跃客户
+12
0K
每月收入
+18%
收入趋势过去 3 个月
三月
可能
七月
九月
十一月
今年+24%

心理学家专业人士为何选择 ClientFlow

数字化接诊表单

通过可自定义的表单收集来访者信息。提交内容自动关联到档案。

安全且私密

符合GDPR的加密数据存储。您的来访者数据保持机密。

轻松管理来访者

为每位来访者保留详细档案、治疗课程笔记和付款历史。

几分钟内完成设置

无需复杂设置 — 5分钟内添加您的第一位来访者。5位来访者以内免费。

For a therapist

Weekly sessions with steady clients. ClientFlow handles the calendar, recurring billing, and reminders without exposing personal details in group chats.

SchedulingRecurring paymentsPrivacy

For a psychologist

Session notes, intake forms, and follow-ups linked to each client profile — no spreadsheets, no paper files, no scattered emails.

NotesIntake formsClient profiles

For a personal trainer

Packed days, recurring clients. ClientFlow tracks paid vs unpaid sessions, sends WhatsApp reminders the night before, and surfaces overdue payments automatically.

SchedulingPaymentsWhatsApp reminders

常见问题

Yes. ClientFlow stores all data with AES-256 encryption at rest, uses SSL for data in transit, and runs daily automated backups. As a 心理学家, your client data is classified as special-category personal data under KVKK — our infrastructure is built to meet this standard, with user-level data isolation and append-only audit logs.
Absolutely. You can define session packages of any size, track remaining sessions per client, and set up automated reminders when a package is about to run out. Clients can also see their package balance through their profile.
ClientFlow sends automated WhatsApp and email reminders before each session — at intervals you choose (e.g. 24 hours and 2 hours before). Automated reminders are widely reported to reduce missed appointments; track your own practice's no-show rate in the analytics panel to see your specific impact.
Yes. ClientFlow supports one-time, installment, and recurring payment tracking. You can set up automated payment reminders and export revenue reports for your accountant.
Yes. You can schedule both online and in-person appointments on the same calendar. Calendar syncs with Google Calendar and Apple iCloud, so your availability is always up to date across all platforms.
Yes — WhatsApp is the primary reminder channel in ClientFlow. You can send automated appointment reminders, payment notifications, and custom messages directly from the platform. All conversations are managed from a single inbox.
ClientFlow provides customizable intake forms where you can build informed consent documents, privacy disclosures, and client questionnaires. Clients receive a link, fill in the form digitally, and their responses are stored securely in their profile. KVKK disclosure text is built in.
Yes. Our Team plan supports up to 53 users with role-based access control. Each therapist sees only their own clients — data isolation is enforced at the system level, not just the UI. The practice owner gets a consolidated view across all therapists.
ClientFlow provides revenue trends, client growth metrics, no-show statistics, client lifetime value (LTV) calculations, and package renewal rates. Reports can be filtered by date range.
Yes. ClientFlow has native mobile apps for iOS and Android. You can view your schedule, check client profiles, record session notes, and track payments from anywhere — between sessions, on the commute, or from home.
Yes. ClientFlow's free tier includes up to 5 clients, 25MB storage, session scheduling, payment tracking, and WhatsApp reminders — everything a solo practitioner needs to get started. You can upgrade anytime as your practice grows.
Unlike Calendly or Google Calendar, ClientFlow is a complete practice management system built for service professionals. It combines client management, payment tracking, session packages, WhatsApp messaging, team collaboration, inventory, and analytics in one platform — instead of juggling 5-6 separate apps.

准备好优化您的心理学家业务了吗?

ClientFlow 为 心理学家 处理管理事务 — 客户、付款、日程安排和提醒,一站式搞定。

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Consent version: v1-2026-04

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无需信用卡5分钟即可设置随时取消
256位SSL
GDPR合规
每日备份
PCI数据安全标准
AES-256
90天免费试用所有PRO功能试用期内不收费一键随时取消无长期合同或承诺随时导出您的数据5分钟内开始使用

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