Help & Documentation

How to Create an Account

Learn how to create your clientfam account and get started.

How to Login

Step-by-step guide to logging into your account.

How to Reset Your Password

Forgot your password? Learn how to reset it.

How to Resend Activation Code

Didn't receive your activation email? Learn how to request a new activation code.

How to Use the Dashboard

Navigate and understand your main dashboard overview.

How to Use clientfam on Mobile

Navigate, find records, recover drafts, and add receipts from your phone.

How to Create a Workspace

Create a new workspace to organize your business and collaborate with team members.

How to Select and Switch Workspaces

Switch between multiple workspaces and manage your workspace selection.

How to Manage Workspace Settings

Update workspace information, description, and basic settings.

How to Manage Workspace Members

Add, remove, and manage team members in your workspace.

How to Invite Workspace Members

Send invitations to new team members to join your workspace.

How to Manage User Permissions

Configure granular permissions for workspace members to control access.

How to Change Workspace Plan

Upgrade or downgrade your workspace subscription plan.

How to Manage Your Profile

Update your personal information and account settings.

How to Change Your Email Address

Update your email address associated with your account.

How to Change Your Password

Update your account password for better security.

How to Manage Notifications

Configure email and in-app notification preferences.

How to Setup Billing Information

Configure your billing settings for invoices and proposals.

How to Manage Tax Categories

Create and manage tax categories for your invoices.

How to Create a Client

Add a new client to your CRM system.

How to Manage Clients

Edit, view, and manage your client information.

How to Send Client Portal Link

Share secure portal access with your clients.

How to Revoke Client Portal Access

Remove client access to the portal when needed.

Understanding Client Engagement Score

Learn how the client engagement score is calculated.

Understanding Client Retention Risk Score

Learn how client retention risk is calculated.

How to Create a Lead

Capture and organize potential clients as leads.

How to Manage Leads

Edit, update, and track your leads through the sales pipeline.

How to Manage Lead Scoring

Create scoring rules and recalculate scores for your leads.

How to Convert a Lead to a Project

Transform a lead into an active project.

How to Convert a Lead to a Client

Convert a lead directly to a client without creating a project.

How to Create a Project

Set up a new project for your client work.

How to Manage Projects

Update project details and track progress.

How to Add Project Updates

Track project progress with status updates and notes.

How to Use the Gantt Chart

Visualize project milestones and tasks on an interactive timeline.

How to Create a Milestone

Add milestones to track work items for projects.

How to Manage Milestones

Edit milestones and track their usage in invoices and proposals.

How to Create a Proposal

Create professional proposals for your clients.

How to Manage Proposals

Edit proposals, update status, and track client responses.

How to Send a Proposal

Share proposals with clients via the Client Portal.

How to Generate Proposal PDF

Download professional PDF versions of your proposals.

How to Convert a Proposal to an Invoice

Transform an accepted proposal into an invoice.

How to Create an Invoice

Generate invoices for your clients.

How to Manage Invoices

Edit invoices, update status, and generate PDFs.

How to Record Invoice Payments

Record payments and review balances from an invoice.

Understanding Payments and Refunds

Learn when to use a payment reversal or a reduced sale refund and which options are included with each plan.

How to Send an Invoice

Share invoices with clients via the Client Portal.

How to Generate Invoice PDF

Download professional PDF versions of your invoices.

How to Update Invoice Status

Mark invoices as paid, draft, or other statuses.

How to Distribute Invoice Payments to Milestones

Allocate invoice payments across multiple milestones.

How to Link Milestones to Invoices

Connect project milestones to invoices for tracking.

How to Create a Contract

Create and upload contracts for your clients.

How to Manage Contracts

Edit contracts, update status, and track contract lifecycle.

How to Share a Contract with Clients

Share contracts with clients through the Client Portal.

How to Acknowledge a Contract (Client)

Clients can acknowledge receipt of contracts through the portal.

How to Use Transactions

Review payments, expenses, and credit notes in one timeline.

How to Use the Client Portal

Guide for clients on using the portal to view invoices and proposals.

How to View Invoices in the Portal (Client)

Clients can view and download invoices through the portal.

How to View Proposals in the Portal (Client)

Clients can view proposals and track their status.

How to View Contracts in the Portal (Client)

Clients can view and acknowledge contracts through the portal.

How to View Milestones in the Portal (Client)

Clients can track project milestones and payment status.

How to View Project Updates in the Portal (Client)

Clients can see project progress updates and milestones.

How to Mark an Invoice as Paid (Client)

Clients can mark invoices as paid through the portal.

Portal Verification and Booking Times

Learn how portal verification works and how booking times are displayed.

How to Create a Support Ticket

Get help by creating a support ticket.

How to Manage Support Tickets

Track and update your support ticket status and messages.

How to Create a Task

Create tasks to track and manage work items within your workspace.

How to Manage Tasks

View, filter, assign, and update tasks across your workspace.

How to Use the Task Kanban Board

Use the visual drag-and-drop Kanban board to manage task workflow.

How to Create an Expense

Log business expenses to track spending and calculate profit margins.

How to Manage Expenses

View, filter, edit, and categorize all your business expenses.

How to Manage Expense Categories

Create and organize categories for clearer expense tracking.

How to Create a Credit Note

Issue credit notes for refunds or billing corrections.

How to Manage Credit Notes

View, edit, and track all credit notes issued to clients.

How to Manage Recurring Invoices

Set up automatic invoice generation on a regular schedule.

How to Manage Recurring Expenses

Automate tracking for regular business costs like subscriptions.

How to Manage Recurring Tasks

Automatically create tasks on a schedule for routine work.

How to Use the Calendar

View tasks, milestones, and deadlines on a visual calendar.

How to Manage Bookings

Review client bookings and update meeting outcomes.

How to Manage Availability

Set the recurring or one time slots clients can book.

How to Manage Integrations

Connect Google Calendar and control booking event creation.

How to Use Reports

Generate revenue, expense, profit, and task reports for your business.

How to Manage Scheduled Reports

Set up automatic report generation and email delivery.

How to Manage Templates

Save reusable content for proposals, contracts, and invoices.

How to Manage Custom Fields

Add custom data fields to clients, leads, projects, and other entities.

How to Manage Automation Rules

Create triggers and actions that run automatically to reduce manual work.

How to Manage Approvals

Review and approve documents before they are finalized or sent.

How to Manage Checklists

Track client onboarding steps and multi-step processes with checklists.

How to Manage Client Communications

Log and track client emails, calls, meetings, and notes.

How to Manage Email Campaigns

Create, review, send, and track email campaigns.

Understanding Email Preferences

Understand recipient choices, campaign delivery, and monthly allowances.

How to Manage Feedback

Collect and track client feedback, ratings, and testimonials.

How to Use Search

Find clients, invoices, tasks, and more with global search.

How to Use Saved Views

Save and reuse filters on supported list pages.

How to Search Form Fields

Find clients, projects, contacts, and other related records while completing forms.

How to Use the Activity Log

Track all actions and changes in your workspace with the audit trail.

How to Use the Notifications Center

Stay informed about important events with the notifications center.

What Are All These Button Icons?

A visual guide to every icon used in clientfam and what they mean.