What happens after the 14-day trial?

You automatically drop to the free plan — no charge, no interruption. You keep all your tasks and data forever. No credit card required to start.

Does Flowly sync with Google Calendar?

Yes. Pro plan includes two-way Google Calendar sync. Events appear as tasks, and Flowly tasks show up in your calendar so your schedule stays in one place.

Can I export my data?

Always. Export all tasks, time logs, and analytics as CSV or JSON from your account settings at any time — your data is yours.

How is Flowly different from using Toggl + Todoist?

Flowly tracks time inside the task — no tab switching, no import/export, no double-entry. One click starts the timer; one click marks done. Everything lives in the same view.

What happens if I cancel Pro?

You drop to the free tier immediately with no data loss. Tasks beyond the free limit are archived (not deleted) and restored automatically if you resubscribe.

What is a retainer agreement?

A retainer agreement is an arrangement where a client pays a fixed fee each period (usually monthly) for an agreed block of your time or deliverables. It gives you predictable income and gives the client guaranteed access to your work.

Should retainer hours roll over to the next month?

That is your call, but decide it in writing before the first month. A common middle ground is allowing a one-month rollover so a slow week is not lost, while preventing a client from banking three months of hours to dump on you at once.

What happens if I go over the retained hours?

Flag it before you cross the cap, not after. Then either bill the overage at your agreed hourly rate or move the extra work into next month. The mistake is silently absorbing it, which trains the client to expect more for the same fee.

How do I prove the retainer is worth it?

The end-of-month summary is your proof. A short list of what shipped, plus hours used against the retained amount, makes the value visible and makes the renewal conversation easy.

All templates

🔁freelance

Client Retainer Tracker

Track retainer hours and deliverables so you never silently over-deliver.

We'll add these tasks after you sign up. Free, no credit card.

How it works

A retainer is predictable income until the month you quietly burn double the hours and feel resentful, or you coast and the client wonders what they pay for. This template runs the full monthly cycle: confirm the scope, plan the work, check hours mid-month, log everything against one tag, and prepare the renewal note before the period ends. Apply it on the first of the month for every retainer client you carry.

What you get (7 tasks)

Confirm this month's retainer hours and deliverableshigh~15m
Restate the agreed scope for the month so both sides start aligned.
#retainer
Plan the month's priority workhigh~30m
Decide what the retained hours buy this month and in what order.
#retainer#planning
Mid-month hours check-inmedium~10m
Compare hours used against the cap. Roughly half spent at the halfway mark is healthy.
#retainer
Log all retainer work against the project tagmedium
Time every task under one client tag. Untracked retainer hours are invisible scope creep.
#retainer#admin
Flag when approaching the hour caphigh~10m
At roughly 80% of the cap, tell the client before you cross it, not after.
#retainer
Prepare end-of-month retainer summaryhigh~30m
List what shipped, hours used versus retained, and anything carried over.
#retainer#admin
Send renewal / rollover notehigh~15m
Confirm next month continues, and whether unused hours roll over or expire.
#retainer#admin

Client Retainer Tracker

How it works

What you get (7 tasks)

When to use this

Frequently asked

Ready to use it?