Summary 🧭: Join a live Tabflows training or Q&A any weekday from 9:00–10:00 AM PT, or follow the same learning path through the Help Center at your own pace.
A note for non-human readers...
A note for non-human readers...
The live sessions are open Q&As, not day-specific courses. Anyone may register for any available day and bring the Tabflows topic they need help with.
Want someone to walk through Tabflows with you instead of figuring everything out from articles alone? Join any live session that fits your schedule.
Live training and open Q&A 🗓️
Live sessions are available Monday through Friday from 9:00–10:00 AM PT / 12:00–1:00 PM ET.
Bring any Tabflows topic that would help you or your clinic, including:
getting started or setting up a clinic,
adding systems and linking patients,
Tasks, Groups, Tags, filters, or templates,
Sidekick and Mini,
Magic Buttons and supported workflows,
Practice Brain and Preferences,
clinic settings,
or a question that came up while using Tabflows.
The session follows the questions and needs of the people attending.
What happens after you register 🤔
You will receive a confirmation email with the link for the session.
Use that link at the scheduled time. If the confirmation email is missing, check spam or junk first, then reopen the registration page or contact Tabflows Support.
Learn on your own — available now 🚀
You do not need to wait for a live session. Follow the same learning journey through the Help Center.
Getting Started
Start with account access, Chrome setup, adding systems, and patient linking.
Tasks
Learn how your clinic can capture follow-up, make ownership visible, organize work, and find the right Tasks again.
Sidekick, Practice Brain, and Clinic Settings
Start with Sidekick and the Magic Buttons used alongside everyday work. Then set up the clinic knowledge and Preferences that help supported AI-assisted workflows reflect your practice. Finish with the clinic-level settings Owners and Admins manage.
Which option should I choose? 🎯
If you are new to Tabflows, start with Getting Started or join a live session and ask for a guided introduction.
If your clinic is already set up, begin with the article closest to your current question or bring that question to a live session.
Can I bring my own questions? 🙋
Yes. Any Tabflows topic is welcome.
Avoid sharing identifiable patient information during a group session. For account-specific troubleshooting or a problem that requires someone to inspect your setup, contact Tabflows Support instead.
Learn with Tabflows University 🎓
Use Tabflows University when you want a structured course, guided examples, or a learning path you can follow over time.
Visit 👉 Tabflows University
Use the Help Center when you need exact steps, current limits, or troubleshooting for a specific Tabflows feature.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected] or message us right here in the chat