ClientFlow keeps client notes, recurring invoices, and outstanding balances in one clean workspace — so you can put your energy where it belongs: your clients.
Features
Use client profiles and projects to organise contact details, programme notes, dates, and payment history.
Record recurring invoice schedules and see which client balances are pending or overdue.
Keep private notes per client — goals, progress, intake info. Everything in one place, not scattered across apps.
See monthly income, outstanding balances, and your most valuable clients in a single dashboard view.
How it works
Create a profile with contact details and intake notes. Tag them by programme or coaching track.
Log each invoice and payment as it comes in, with overdue balances clearly flagged.
Open the dashboard to see your monthly revenue, outstanding amounts, and who needs a follow-up.
Join coaches who use ClientFlow to keep their practice organised and their cash flow visible.