CheckFlow Help & Support
We’ve got you covered.
This page points you to the quickest route for each kind of question, from building your first template to connecting the API. Most answers are in the documentation; for everything else, the people who build CheckFlow are an email or a chat away.
Email reply within 24 hoursSupport seven days a weekDocs open to everyone
Last updated
Search the documentation at docs.checkflow.io first: it covers every feature, from your first template to the REST API and the MCP server. For anything it does not answer, email support@checkflow.io and we will reply within 24 hours, or start a live chat. Business and Enterprise customers can also book a video call when a problem is easier to show than describe.
Self-serve
Find it yourself, any time
The documentation is growing all the time; use its search to find what you are looking for. These are the places most questions end.
Documentation
How every part of CheckFlow works, with screenshots and step-by-step guides.
docs.checkflow.ioGetting started
Templates versus checklists, your first template and your first run, in one guide.
Getting started guideAPI reference
Every REST API v3 endpoint, with request and response shapes. No key needed to read it.
Open the API ReferenceProcess templates
Ready-made templates with their phases and tasks, most with a live checklist to try.
Browse templatesGuides on the blog
Practical guides to onboarding, offboarding, SOPs, compliance and recurring checklists.
Read the blogAI template generator
Describe a process and get a checklist template in under a minute, free and without an account.
Try the generator
Find the Right Place for Your Question
Most answers are one click away.
Getting started
New to CheckFlow? Learn the difference between a template (the blueprint of a process) and a checklist (one run of it), then build your first template and start a checklist from it.
Templates and the Template Designer
Adding tasks and headings, fields, assignments, dynamic due dates, conditional logic and halt tasks. Or start from a ready-made process template and adapt it.
Integrations and API
Connect CheckFlow to other apps with Zapier, or build your own integration on the REST API v3 and webhooks. The MCP server lets AI assistants start checklists and work through tasks.
Billing and plans
What each plan includes, how adding or removing users is billed, payment methods, and what happens if you cancel. Administrators manage users from Team Management.
Security and privacy
How your data is protected and hosted, two-factor authentication and single sign-on, and our privacy, GDPR and subprocessor terms.
Frequently asked questions
Quick answers on the free trial, users and roles, sharing checklists outside your organisation, recurring checklists, AI, payments and discounts.
Talk to us
Help from the people who build and maintain the product.
E-Mail
Write to support@checkflow.io. Best for anything with attachments or several steps.
Live Chat
Best for quick questions while you work. If we are not available, please leave us a message and we will get back to you.
Video call
Some problems are easier to show than describe. Ask by email or chat and we will book a call to look at it together.
Documentation
A growing source of information on how to use CheckFlow, with search.
Getting a fast answer
What to include when you contact us
A little detail up front saves a round of questions. When you e-mail or chat, tell us:
- The e-mail address you sign in with, or your team name
- The name of the template or checklist involved
- What you expected to happen and what happened instead
- A screenshot if something looks wrong on screen
- For an API error, the
requestIdfrom the response, which lets us find the exact request
Chat suits quick questions while you are working. E-mail is better for anything with attachments or several steps.
How Support Works on Each Plan
Help from people who know the product
- Every plan
- The self-serve knowledge base, plus chat, e-mail and scheduled video support, so if a problem is easier to show than to describe we can book a call and look at it together.
- Enterprise
- Adds top-level priority support, a dedicated success manager and an onboarding consultation to get your processes set up well from the start.
- Around the product
- Extending a trial when your team needs longer to evaluate, moving processes across from another tool at no extra cost, and passing on feature requests, which directly shape what we build next.
Frequently Asked Questions
More answers in the full FAQ.
How do I contact CheckFlow support?
Email support@checkflow.io and we will reply within 24 hours, or start a live chat from this page. If nobody is available on chat, leave a message and we will get back to you by email. The documentation is always available, and the contact page lists the best route for sales, billing, security and partner questions.
Can you help us move our processes from another tool?
Yes, at no extra cost. Most teams build their core processes in the drag-and-drop Template Designer in a few hours, and Generate with AI can turn an existing Word, PDF, Excel or CSV document into a template to start from. If you have a large number of complex templates, contact us and we will advise on the best approach.
Can you extend my free trial?
Yes. The free trial runs for 14 days with no credit card required, and we know that is sometimes not enough for a team to evaluate CheckFlow properly. Email or chat to us and we will extend it, no questions asked. Your templates and checklists carry on as they are.
Where is the API documentation?
Every endpoint of REST API v3 is documented in the API Reference, a Swagger UI that needs no key to read. The developers page explains authentication, webhooks and the MCP server, and integrations covers Zapier and Slack. API keys are created by a team Administrator on the API & Integrations tab of Team Management.
How do I add or remove users from my team?
An Administrator adds and removes users in Team Management. A new Administrator or Member is billable and takes effect immediately, with a prorated charge where applicable. Removed users stop being billed from the next billing period. Guest users are free and unlimited, so add as many as you need. See pricing.
Do you offer onboarding or training?
Every plan includes chat, email and scheduled video support, so we can walk your team through a process on a call. The Enterprise plan adds an onboarding consultation with in-depth training, a dedicated success manager and priority support. The getting started guide and the blog cover the basics for self-paced learning.
How do I suggest a feature?
Email support@checkflow.io or tell us in chat, with what you are trying to do and why. Feature requests go to the people who build CheckFlow and directly shape what we build next. We announce significant new features by email and on the blog.
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