Where do you want to start?
I am brand new here
Create your account, finish onboarding and take your first booking.
Read guide →Clients cannot find a slot
How availability, booking notice and Google Calendar decide what is bookable.
Read guide →I need to get paid
Payment options, gateways, chasing unpaid bookings and refunds.
Read guide →Something is not working
Fixes for the problems therapists run into most often.
Read guide →Setting Up Your Practice
Get your account, public page, services and availability ready so clients can book you.
Getting Started with PracFlow
Create your account, finish the onboarding wizard and understand how the dashboard is organised.
Read guide →Your Profile and Public Booking Page
Complete your profile, customise your public page, claim your handle and share the right link with clients.
Read guide →Services, Packages and Pricing
Set up what clients can buy: one to one sessions, workshops, packages and digital products, with the pricing model you want.
Read guide →Availability, Calendar and Google Sync
Control exactly when clients can book you, block leave, and keep PracFlow in step with your Google Calendar.
Read guide →Clients and Sessions
Run your schedule, manage client records, write documentation and communicate securely.
Appointments: Booking, Confirming, Rescheduling and Cancelling
Run your day to day schedule, understand appointment statuses, and handle reschedules, cancellations and no shows correctly.
Read guide →Managing Clients
Add and organise clients, use tags, understand the client portal, and control what team members can see.
Read guide →Session Notes, Templates and Reports
Write and organise clinical notes, build reusable templates, and produce signed reports with an approval workflow.
Read guide →Intake Forms, Feedback, Assignments and Library
Collect information before sessions, gather feedback, set homework, and share worksheets and digital resources.
Read guide →Client Messaging and Notifications
Use secure conversations with clients, and control every automated email and WhatsApp message your practice sends.
Read guide →Payments and Billing
Collect fees, issue invoices and statements, run discounts and understand what PracFlow charges you.
Payments, Transactions and Refunds
Choose how you collect money, chase unpaid bookings, record cash payments, issue invoices and handle refunds.
Read guide →Charge Slips and Billing Statements
Produce a signed statement of fees across multiple sessions, with diagnostic codes, for insurance and reimbursement.
Read guide →Coupons and Discounts
Create discount codes, target them at the right clients, and control how many times they can be used.
Read guide →Plans, Commission and Your Wallet
Understand how PracFlow charges you, how commission is calculated on pay as you go, and how to keep your wallet topped up.
Read guide →Running Your Practice
Policies, your team, reporting, security and fixes for the questions that come up most.
Business Settings and Policies
Set your cancellation and booking policies, payment configuration, team permissions, letterhead and consent documents.
Read guide →Teams: Members, Roles and Revenue Sharing
Invite clinicians, understand what each role can do, set revenue sharing and settle payments with your team.
Read guide →Analytics and Client Feedback
See revenue, session volume and client numbers, and use feedback ratings to build public credibility.
Read guide →Security, Access and Audit Logs
How sign in, client confidentiality, audit trails and document storage work, and what you are responsible for.
Read guide →Troubleshooting and Common Questions
Fixes for the problems therapists hit most often, from missing slots to payments that look wrong.
Read guide →Still stuck?
Use the Need Help button inside your dashboard to raise a request without losing your place, or email us directly. Include the appointment or order reference and we can answer far more quickly.