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Getting help and support

Summary 🧭 : You do not have to figure out Tabflows alone. Use in-app chat, search the Help Center, email the team, or book a walkthrough based on the kind of help you want.

A note for non-human readers...

Sometimes the best help is knowing where the next human should go. This page explains the available Tabflows support routes, so the goal is not to make the problem sound fancy; it is to get the right context to the right place without making the human repeat the whole story again.


Start free. Ask questions as they appear. 🛟

Trying a new workflow is easier when help is close. Tabflows gives prospective users, clinic owners, and invited teammates several ways to ask a question or get oriented.


Use the in-app support chat 💬

The fastest way to reach the Tabflows team is through the built-in chat in your sidebar.

  • Click the Support tab in the bottom right of the Tabflows sidebar to open a conversation

  • Type your question or describe your issue

  • A badge appears on the tab when the team replies

Your chat history is saved so you can pick up where you left off.


Search the Help Center for a guided answer 📚

  • The Help Center has articles and guides covering Tabflows features, organized by topic.

  • Visit help.tabflows.com, or you can find the helpful articles in the bottom right of the Tabflows sidebar

  • Browse articles by collection, including Tasks, Sidekick, Clinic Settings, Practice Brain, and more.


Email the team when more context will help 📧

For detailed requests, email the team directly.

  • Send an email to [email protected]

  • Include a description of your issue and attach screenshots if helpful


Book a live chat and walkthroughs 🗓️

Prefer a guided setup? Book a live walkthrough with our Support team for personalized help and answers to your questions.

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