ClientFlow — Business OS

ClientFlow is the business OS for service professionals — coaches, trainers, therapists, beauty pros, tutors, consultants and more. Manage your entire client business from one app. CLIENTS & CRM • Full customer records: contact details, notes and recent activity • One search across clients, payments, appointments, tasks and invoices SCHEDULING • Create and manage appointments with your own appointment types • See today's schedule and what needs your attention on the dashboard INVOICES, ESTIMATES & PAYMENTS • Create invoices, estimates and credit notes and send them from the email account you connect; receipts are created when an invoice is paid • Record payments and track what's outstanding • Track expenses with categories MESSAGING • WhatsApp conversations with your clients, right in the app • Message templates for one client, or WhatsApp drafts prepared for many at once RUN THE…