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Session Flow
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Session Flow Help

The questions and answers from the app's Help, in full. In the app, it's behind the "?" button and uses the word you chose in Settings (patient, student…); here, "client".

Getting started

  1. What is Session Flow?
  2. How do I get started?
  3. Do I need to create an account?
  4. Do I get 14 days free when I install?
  5. Which languages does the app support?
  6. The interactive tour
  7. How do I choose the currency and number format?
  8. How do I bring sessions from the phone's calendar?

Records (clients, groups and events)

  1. What's the difference between client, patient, coachee, student?
  2. Where do I set the default type?
  3. How do I add a recurring client?
  4. Can a single client have multiple recurrence rules?
  5. How do I create a group?
  6. How do I add one-off sessions (no fixed rule)?
  7. How many records can I have?
  8. How do I pause a client?
  9. Can I pause without setting a return date?
  10. What's the difference between pausing and closing a client?
  11. How do I reactivate a paused or closed record?
  12. Can I delete a record?
  13. I have a client with zero value. Is that a problem?
  14. What is an event, and how do I manage it?
  15. How do I record intake sessions (or trial classes)?

Sessions and schedule

  1. Where do I see today's sessions?
  2. And the monthly calendar?
  3. How do I cancel a session?
  4. Cancel vs no-show — what's the difference?
  5. How do I reschedule a session?
  6. I rescheduled to another month. What happens to monthly billing?
  7. How do I create an extra session (outside the recurrence)?
  8. Is there time-slot reservation to avoid overlaps?
  9. What's the default session duration?
  10. What does each icon on the cards mean?

Payments and billing

  1. Which billing modes does the app support?
  2. What does "pre-session" vs "post-session" mean?
  3. How do I mark a session as paid?
  4. How do I receive an entire month at once?
  5. What's prepaid payment?
  6. How do I cancel a prepaid payment?
  7. I marked a session as paid by mistake. How do I undo?
  8. Can I apply a discount to a specific session?
  9. How does discount work during a fixed-monthly pause?
  10. What's "price history"?
  11. I have a client with old open sessions. How do I view them?
  12. How does a custom billing rule work?

WhatsApp

  1. How do I send a billing message via WhatsApp?
  2. Can I customize the billing message?
  3. And the reminder before an online session?
  4. Is the reminder text customizable too?
  5. Is WhatsApp billing a Premium feature?
  6. What if the client doesn't have WhatsApp registered?
  7. Can I bill multiple outstanding items at once via WhatsApp?
  8. For a group, can I bill all participants?

Notifications

  1. How do I enable session notifications?
  2. Do notifications work with the app closed?
  3. I rebooted my phone and lost notifications. Why?
  4. Where do I see all scheduled notifications?
  5. How do I reschedule all notifications?

Days off and vacation

  1. Day off vs vacation — what's the difference?
  2. How do I add a day off?
  3. Does the free plan limit days off?
  4. I cancelled a day off. Do the sessions come back?
  5. I have a fixed-monthly client during my vacation. How do I bill?
  6. What about already-paid sessions during the day off?

Statistics and reports

  1. Where do I see how much I received this month?
  2. Can I see day-by-day evolution?
  3. What's the "settlement history"?
  4. How do I see received payments?
  5. Can I edit a payment date?
  6. Does the "Outstanding" tab list all clients with pending payments?
  7. Is there an average ticket and cancellation rate?

Backup and data

  1. Where is my data stored?
  2. How do I back up?
  3. How do I restore a backup?
  4. I switched phones. How do I migrate?
  5. Can I recover data after uninstalling?
  6. Restoring a backup with more than 4 records on the free plan?
  7. "Delete all data" — what happens?
  8. What is the Activity log?

Plans: Free, Essential and Premium

  1. What's in the free plan?
  2. What does Premium add?
  3. How much does Premium cost?
  4. How does the free trial work?
  5. How do I cancel my subscription?
  6. I cancelled. Do my data disappear?
  7. I already subscribed. How do I restore on another phone?
  8. I have a redeem code (coupon). Where do I use it?
  9. What about the Essential plan?

Settings and customization

  1. Can I change the theme (light/dark)?
  2. How do I change the language?
  3. How do I customize the default record type?
  4. Where do I change the default session duration?
  5. Can I change the default billing mode?
  6. And the billing moment (pre/post)?
  7. How do I sort the client list?
  8. Is there a search?
  9. Can I hide the "Today" screen?
  10. Can I change the date format and first day of the week?

Troubleshooting

  1. Notification didn't arrive. What should I check?
  2. Conflict warning saying there's a conflict but there isn't?
  3. The app crashed or closed by itself. What now?
  4. The backup won't import — says "invalid file"?
  5. Sessions show up at the wrong time?
  6. How do I report a bug?
  7. I have a feature suggestion. Where do I send it?
  8. How do I rate the app?

Documents and receipts

  1. What is the Documents module?
  2. How do I fill in my professional info?
  3. Why are there fields like CNPJ, NPI, etc?
  4. What are the "Per-client extra details"?
  5. How do I generate a receipt?
  6. What's the difference between the templates?
  7. Text or PDF?
  8. Simple vs Formatted: which one to pick?
  9. How do I customize the PDF header and footer?
  10. Can I create my own templates?
  11. Can I edit a system template?
  12. The tax ID shows up without formatting, how do I fix it?
  13. Can I issue a receipt for a whole group at once?
  14. Is Documents free or Premium?
  15. Why is the receipt signature different from my name?
  16. Does the document adapt when it covers just 1 session?

Cloud & privacy

  1. What is the cloud?
  2. How do I turn it on?
  3. I have data on the device and in the cloud. What happens?
  4. Is my data safe?
  5. Do reminders go through the cloud?
  6. Can I link Google and Apple to the same account?
  7. Is the cloud a backup?
  8. How do I turn it off or delete it?
  9. What if my plan ends?
  10. A device went too long without syncing. What happens?
  11. What does "1 record isn't uploading to the cloud" mean?

Can't find it? Write to mundi.labs.flow@gmail.com.

Start today, for free.

Up to 4 clients at no cost. Premium comes with 14 days free.

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Premium subscriber? Use it in your browser too: app.getsessionflow.app

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On a computer? Point your phone's camera here to download.