Help and Frequently Asked Questions

What does the Clients & Finances app do?

The app helps you keep track of clients, appointments and finances: client cards with a history of work and payments, a schedule/calendar, appointment reminders, and analytics on income and clients. It works well both for solo freelancers and for a small team.

What's the difference between the free and PRO version?

The free version covers the core client and schedule management features. The Paid features section on the homepage lists everything PRO adds: multi-device sync, online client booking, chat bot integration, SMS reminders, cloud backup and more.

How do I get a PRO subscription?

You can pay for or renew a subscription on the "Pay for subscription" page. Payment is always started manually by you — the app never auto-renews or charges you without your action.

Can I gift a subscription to someone else?

Yes. The Pro screen in the app has a "Gift to a friend" option — you pay for the subscription and the recipient activates it on their own device with a code. You can also arrange a gift on the "Gift a PRO subscription" page.

Does my data sync between my phone, tablet and computer?

Yes. With a PRO subscription, your clients, events and files sync through the cloud across all your devices on Android, iOS, Windows and macOS.

What happens to my data if I lose my phone or delete the app?

If PRO sync was enabled, your data is stored on the server and is restored the next time you sign in on a new device. Without a subscription, data is only stored locally on the device, so keep your sync subscription active if you want to be able to recover it.

How do I move my data to another device if I'm on the free version?

You need to pay for a subscription for at least 1 month — that turns on sync with the server, and after that you can sign in on the new device and get all your data.

How do I delete my data?

Open the app's Settings and choose "Delete all data" — this removes your data from the device. If anything goes wrong, contact me and I'll help you delete it manually.

What is online booking and how do I set it up?

Online booking gives you a link your clients can use to pick an available time slot and book an appointment themselves — it then appears automatically in the app. You can turn it on in the app's schedule/working hours settings. Example page: clients-finances.pro/book/clients.

How do the Telegram, VK and Max bots work?

The chat bots mirror part of the app in a messenger: clients can view your schedule or book an appointment, and you get notified. See the Telegram bot and VK bot pages for setup details, or the online booking overview.

How do I set up SMS reminders for clients?

SMS reminders are configured in the app and are sent automatically before a client's appointment. See the SMS reminders page for details.

Is the app protected from other people opening it?

Yes, you can enable biometric sign-in (fingerprint/Face ID) or a PIN code in the app's security settings.

Didn't find the answer you were looking for?

Contact me directly — I answer personally and try to help as quickly as I can.