How can we help?

After signing up, fill out our intake form with your business details. Our team will build out your CRM within 48 hours — fully branded with your logo and colors. You'll receive a kickoff call invite once it's ready.

Your branding is set up by our team during onboarding. To update it later, go to Settings → Branding in your dashboard and upload your logo (PNG or SVG) and set your primary color using a hex code.

Yes. We handle contact migration from any existing platform at no extra cost. Share your export file (CSV, Excel, or direct export from your old platform) with our team and we'll import everything within 48 hours.

Go to Settings → Team in your dashboard. Click "Invite member", enter their email, and assign a role (Admin, Manager, or Staff). They'll receive an email invite to set up their login.

Go to Calendar → Availability in your dashboard. Set your available days and time slots, add buffer time between appointments, and set your booking window (how far in advance clients can book).

Your booking link is available under Calendar → Booking Link. Copy it and add it to your website, Instagram bio, email signature, or Google Business Profile. Clients click it and book directly without any back-and-forth.

Yes — Growth and Pro plans support unlimited locations. Each location has its own calendar, availability rules, and booking page. Go to Settings → Locations to add and configure each one.

SportFlow CRM automatically sends SMS and email reminders to clients before their appointment. Default timing is 24 hours and 1 hour before. You can customize the timing and message content in Automations → Reminders.

Yes. Every confirmation and reminder email includes a rescheduling/cancellation link. You can set a minimum notice period (e.g. 24 hours) to prevent last-minute cancellations under Calendar → Settings → Cancellation policy.

Go to Marketing → Email Campaigns → New Campaign. Choose a template or start from scratch, select your audience (all clients, a specific tag, or a custom list), preview, and hit Send or Schedule.

Go to Automations → New Workflow. Choose a trigger (e.g. "New lead added", "Appointment completed") and add steps: wait X days, send email/SMS, update tag, etc. Save and activate — it runs automatically from there.

After each completed appointment, SportFlow CRM automatically sends a review request to the client via SMS or email. The message includes a direct link to your Google Business Profile. Enable it under Automations → Review Requests.

Go to Clients → New Client. Fill in their name, contact info, and any relevant notes or tags. You can also import clients in bulk via CSV under Clients → Import.

Tags let you segment your client list for targeted campaigns and automations. Examples: "VIP", "Inactive 90 days", "CrossFit", "Prospect". Assign tags manually or automatically based on actions (e.g. tag as "New lead" when someone books a first session).

Yes. Click any client in your client list to see their full profile: booking history, emails sent and opened, payments made, notes, and any automation activity. Everything in one place.

Go to Payments → New Invoice. Select the client, add line items (sessions, packages, etc.), set the due date, and click Send. Clients receive a branded invoice via email with a secure payment link.

Go to Settings → Billing in your dashboard. You can upgrade, downgrade, or cancel your plan at any time. Cancellations take effect at the end of your current billing period — you keep full access until then.

Go to Settings → Integrations → Google Calendar. Click Connect and sign in to your Google account. All SportFlow bookings will sync to your Google Calendar in real time, and blocked time in Google will block availability in SportFlow.

Go to Settings → Integrations → Stripe. Click Connect Stripe and follow the prompts to link your Stripe account. Once connected, all invoice payments and bookings that require payment will process through Stripe automatically.

Yes. Search for "SportFlow CRM" in Zapier to find available triggers and actions. Common use cases include adding new bookings to a Google Sheet, creating tasks in Notion when a lead is added, or sending Slack notifications for new clients.