Help Centre
Client & Contact Management
Manage your clients and contacts
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Add a client
Add clients one at a time, or import your client list from a CSV or Excel file, Xero or QuickBooks Online.
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Add UK clients from Companies House
Add new clients and keep existing ones up to date with official details from Companies House.
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Archive a client
Archive a client in Tidyflow from the client page, including how to handle any incomplete Jobs before the client is archived.
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Automate client onboarding
Create a Job from a template automatically when a new client or prospect is added, or when a proposal is accepted.
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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.
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Clients and contacts
How clients and contacts relate in Tidyflow, and how to add, unlink, or delete a contact.
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Follow a client and get notifications
Follow clients in Tidyflow to get Inbox notifications for file uploads, upload links, and client request activity such as answers and completion.
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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.
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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.
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Look up Australian clients by ABN
Add new clients and keep existing ones up to date with official details from the Australian Business Register.
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Organize clients into groups
Create client groups in Tidyflow, add one client or hundreds at once, find clients with no group using the Clients filter, and filter work by group.
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Sending emails to clients
Learn how to send emails directly to your client's contacts from Tidyflow, including how to select recipients, compose your message, and preview before sending.
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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.