Knowledge Base
Articles
Browse and manage help articles. Found 4 articles. Data is in-memory.
Welcome to CoachFlow!
In
Getting Started
Introduction Welcome to your new CoachFlow CRM! This guide will help you get started with the basic features and navigation. Key Sections: - ...
welcome
setup
introduction
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Views: 150
Connecting Your Gmail Account
In
AI Integrations
Step-by-Step Guide to Integrate Gmail 1. Navigate to **Settings** from the sidebar. 2. Select the **Integrations** tab. 3. Find the **Gmail** ...
gmail
email
integration
...
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Views: 75
Understanding Your Dashboard
In
Getting Started
Draft
Key Metrics on Your Dashboard Your dashboard provides a quick overview of your business performance. - **Total Revenue:** Sum of all paid inv...
dashboard
reporting
metrics
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Views: 22
How to Create and Manage Invoices
In
Billing & Payments
Invoicing Made Easy CoachFlow's invoicing module allows you to create, send, and track client invoices. 1. Go to the **Invoicing** page from th...
invoicing
billing
payments
...
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Views: 98