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Help Centre

Everything you need to know about using our platform. Choose a category to find the help you need.

Getting Started

Learn the basics and set up your account

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Job & Workflow Management

Create, manage, and track jobs and workflows

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Client & Contact Management

Manage your clients and contacts

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Client Portal & Requests

Set up and manage your client portal

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Time Tracking & Billing

Track time and manage billing

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User & Account Settings

Manage users, roles, and account settings

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Integrations & API

Connect Tidyflow with other tools

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Can't find what you need?

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