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For freelancers and small businesses

Packages, sessions and payments in one list.

Client notes, recurring invoices and outstanding balances in one place. See who needs a follow-up.

Sample invoice

INV-0031

Lena Kastrati Coaching

Paid
Billed to
Arben Dushi
Issued
1 Oct 2026
Due
8 Oct 2026
Leadership package, 6 sessions€900.00
Extra session, 26 Sep€160.00
Assessment report€120.00
Total€1,180.00

Made for client relationships

Client and programme records

Use client profiles and projects to organise contact details, programme notes, dates and payment history.

Recurring invoice visibility

Record recurring invoice schedules and see which client balances are pending or overdue.

Client relationship notes

Keep private notes per client: goals, progress and intake details, in one place instead of scattered across apps.

Revenue at a glance

See monthly income, outstanding balances and your most valuable clients in one dashboard.

How it works

  1. Add a client

    Create a profile with contact details and intake notes. Tag clients by programme or coaching track.

  2. Track invoices and payments

    Log each invoice and payment as it comes in, with overdue balances clearly flagged.

  3. Stay on top of your income

    See your monthly revenue, outstanding amounts and who needs a follow-up.

Ready to stop losing track of income?

Coaches use ClientFlow to keep their practice organised and their cash flow visible.

Coaching Client & Payment Tracking | ClientFlow