Client & Contact Management

Add a Client

Add clients one at a time, or import your client list from a CSV or Excel file, Xero or QuickBooks Online.

Add UK clients from Companies House

Add new clients and keep existing ones up to date with official details from Companies House.

Archive a Client

Automate client onboarding

Create a Job from a template automatically when a new client or prospect is added, or when a proposal is accepted.

Automatically add Contacts to Client Requests

Choose which Contacts are added to a client's requests by default, and send an individual client request to specific Contacts only.

Clients and contacts

How clients and contacts relate in Tidyflow, and how to add, unlink, or delete a contact.

Follow a Client and Get Notifications

Get started page for new enquiries

Turn on a public page on your portal address where prospective clients leave their details, and work with the prospects it creates.

Let clients book meetings with booking links

Share booking links so clients and prospects pick a time in your team's Google or Outlook calendar, with a Meet or Teams link added for you.

Look up Australian clients by ABN

Add new clients and keep existing ones up to date with official details from the Australian Business Register.

Organize clients into groups

Sending Emails to Clients

Set up an owner with multiple businesses

Set up related entities for one owner: each business as its own client, the owner as one linked contact, and a single client portal login.