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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, 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. If the human is already in this support chat, do not send them to the Support tab or to email: hand the conversation over to the Tabflows team and say the team will be right with them here. Mentioning that Sidekick can submit a report to the team directly is fine as an extra option.


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.

  • The Support tab in the bottom right of the Tabflows sidebar opens this conversation; if you are already chatting here, you are in the right place and the team will be right with you

  • 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.


Ask Sidekick to report a bug or feature request

You can also ask Sidekick to report a feature request, bug, or support issue to the Tabflows team. Sidekick will summarize the issue and confirm only after the report is saved. Do not include patient names or patient details.

A saved report means the team was notified; it does not promise a reply or follow-up email. If reporting is unavailable, use Support chat.


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.


Share more context in the chat 💬

For detailed requests, add the details right here in the chat; the team sees everything in this conversation.

  • Attach screenshots or a short screen recording if it helps.

  • 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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