FAQs

Have a question, partnership idea, or just want to say hey? We'd love to hear from you.

Questions Creatives Ask Most

Got questions? We’ve got answers. Explore quick, clear explanations about how TalleFlow works, from setup and features to billing and support. If you don’t see what you’re looking for, our team is always here to help.

General
Support
Account
Features Overview
Unified Dashboard
Workflow Automation
Smart Client Portal
Messaging & Referrals
Lead Forms & Scheduling
Online Proposals
Invoices & Payments
Custom Branding & Templates
Communities
AI (Coming Soon!)
Integrations
What is TalleFlow, and who is it for?
How is TalleFlow different from tools like HoneyBook or Dubsado?
Is TalleFlow fully launched or still in beta?
Do I need to be a tech-savvy person to use TalleFlow?
How does the marketplace feature work?
How do I get support if I need help?
Do you offer onboarding assistance or training?
Where can I find tutorials or documentation?
What’s your response time for support requests?
Can I request a product demo or walkthrough?
How do I reset my password?
Can I sign in with Google or other accounts?
How do I manage my business profile or branding?
Can I delete my account if I no longer need it?
Who can access my account or workspace?
What makes TalleFlow different from other CRMs?
Do I need to use every feature to get value?
Can I manage my entire client workflow inside TalleFlow?
Is TalleFlow built for teams or solo businesses?
Does everything integrate seamlessly within the platform?
What is the Unified Dashboard in TalleFlow?
Can I customize what shows up on my dashboard?
Is the dashboard updated in real time?
Can I access multiple projects or clients from the dashboard?
Does the dashboard work on mobile?
What types of tasks can I automate in TalleFlow?
Is automation beginner-friendly?
Can I create conditional logic in my workflows?
How does automation save me time?
Does automation work across the entire platform?
What do clients see when they log into the portal?
Is the client portal mobile-friendly?
Can I customize the portal with my brand?
Do clients need an account to access the portal?
Can clients message me through the portal?
Can I message other users directly through TalleFlow?
How do referrals work in TalleFlow?
Is there a way to build a network of trusted pros?
Are messages and referrals tied to specific projects?
Is messaging secure and private?
Can I customize the questions on my forms?
Does the scheduling tool sync with my calendar?
Can I create different forms for different services?
How do I share my lead form?
What happens after someone submits a form?
Can I create proposals from templates?
Does proposals support e-signatures?
Can I bundle services or packages into proposals?
Will I be notified when a client views or signs a proposal?
Can a proposal turn into a project?
How do I create an invoice in TalleFlow?
Can clients pay invoices online?
Do invoices support partial payments or deposits?
Can I automate invoice reminders?
Is there tax or discount support on invoices?
Can I upload my logo and brand colors?
Do templates work across forms, proposals, and contracts?
Can I create a branded email signature?
Can I share branded materials with clients?
Is there a way to organize templates by type?
What is the TalleFlow community?
How do I find collaborators?
Can I join even if I'm just starting out?
Can I message or friend other users?
What makes this different from Facebook groups?
What does AI do in TalleFlow?
Will AI take over my work?
Can AI learn from my business style?
Is AI included in all plans?
Can I turn off AI suggestions?
What tools does TalleFlow integrate with?
Do I need a developer to set up integrations?
How does the Google integration work?
Can I design in Canva and use those assets in TalleFlow?
Are integrations included in all plans?