Help Center

Set up your workspace in 5 minutes

A guided walkthrough from sign-up to your first client and project.

Invite your team

Send invitations, choose roles, and resend or revoke invites that haven't been accepted.

Add your first client

How to create a client record, link projects, and capture contact details that feed into invoices.

Use the Kanban board effectively

Set up your columns, drag-and-drop tasks, and keep the board in sync with your team's actual flow.

Understand your invoice

What every line on a ClientFlow-issued invoice means, including India GST breakdown.

Change or cancel your plan

How to upgrade, downgrade, or cancel - including what happens to your data after cancellation.

Set up two-factor authentication (2FA)

Add a TOTP app or use email-OTP as a fallback for sign-in.

Manage API keys

Generate, rotate, and revoke API keys for integrations and the public REST API.

Export or delete your data (GDPR)

Self-service data export and account deletion under GDPR Articles 17 and 20.

Why am I not receiving emails?

Troubleshooting the most common reasons emails go missing.

Configure outbound webhooks

Receive event payloads from ClientFlow into your own systems with HMAC verification and replay support.