Website & Checkout
What a brand-new visitor sees first: the homepage, choosing a plan, checking out, and getting an Access Code.
Getting Started
Activating BiFlow, installing it as an app on your phone or computer, and finding your way around.
Clients & The Three Sales Methods
Adding clients and understanding packages, direct bookings, and Cases — the three ways BiFlow tracks work.
Payments & Invoicing
Recording payments, generating invoices and receipts, and issuing official tax documents.
Client Statements & Progress Tracking
Client statements at a glance, plus logging session-by-session progress notes.
Statistics, Messaging & Voice Assistant
Business statistics, one-click WhatsApp messaging, and the optional AI voice/text assistant.
Data, Backup & Subscription
Keeping your data safe with local and Google Drive backups, and managing your subscription.
Expenses & Financial Reports
Logging business expenses and reading the three reports every owner needs: Cash Flow, P&L & VAT, and the VAT Report.
Credit Notes for Everyday Sales
Issuing a discount or return on a normal sale, and editing a credit note after it's created.
Multi-Currency Setup
Turning on Multi-Currency, choosing a Main and optional Second Currency, and paying or getting paid in any currency.