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Finding Your Way Around Tidyflow
Quick Start
Start your Tidyflow Trial
Using Tidyflow in Other Regions

Add a Job
Customize and Filter the Jobs List
Does a Time Entry need to be linked to a Job?
Duplicate a Job
Is there a maximum number of jobs?
Job Templates
Service Types Overview
What is a Job?

Add a Client
Add a Contact
Archive a Client
Automatically add Contacts to Client Requests
Can a Contact be added without being linked to a Client?
Deleting a Contact
Difference between Clients and Contacts
Follow a Client and Get Notifications
Inbox Notifications for Client File Uploads
Is there a maximum number of clients?
Remove Contact from a Client
Sending Emails to Clients

Can Clients View or Access Files from the Upload Link?
Electronic Signature Overview
How to access the Client Portal
How to Copy and Share the Client Upload Link
How to request documents from clients
How to share files with Contacts
Invite a Contact to the Client Portal
Understanding Upload Notifications and File History
Uploading and downloading files
What Clients See When Using the Upload Link
Where Uploaded Files Are Saved and How to Find Them

How to track time
View time entries

Adding a New User
Are Contacts billed as Users?
Cancellation of subscription
Is there a maximum number of users?
Reset Workspace to Clear Demo and Test Data
Trouble signing in to Tidyflow?
Understanding User Roles and Permissions
Update credit card information
What pricing plans are available

Missive Integration
QuickBooks Online Integration
Using Make.com with the Tidyflow API

ESC

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Blog
Changelog

Finding Your Way Around Tidyflow
Quick Start
Start your Tidyflow Trial
Using Tidyflow in Other Regions

Add a Job
Customize and Filter the Jobs List
Does a Time Entry need to be linked to a Job?
Duplicate a Job
Is there a maximum number of jobs?
Job Templates
Service Types Overview
What is a Job?

Add a Client
Add a Contact
Archive a Client
Automatically add Contacts to Client Requests
Can a Contact be added without being linked to a Client?
Deleting a Contact
Difference between Clients and Contacts
Follow a Client and Get Notifications
Inbox Notifications for Client File Uploads
Is there a maximum number of clients?
Remove Contact from a Client
Sending Emails to Clients

Can Clients View or Access Files from the Upload Link?
Electronic Signature Overview
How to access the Client Portal
How to Copy and Share the Client Upload Link
How to request documents from clients
How to share files with Contacts
Invite a Contact to the Client Portal
Understanding Upload Notifications and File History
Uploading and downloading files
What Clients See When Using the Upload Link
Where Uploaded Files Are Saved and How to Find Them

How to track time
View time entries

Adding a New User
Are Contacts billed as Users?
Cancellation of subscription
Is there a maximum number of users?
Reset Workspace to Clear Demo and Test Data
Trouble signing in to Tidyflow?
Understanding User Roles and Permissions
Update credit card information
What pricing plans are available

Missive Integration
QuickBooks Online Integration
Using Make.com with the Tidyflow API

Client & Contact Management

Add a Client

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Last updated November 20, 2025

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