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ClientOS Support

Help, troubleshooting and direct contact for ClientOS users.

Get in touch

The fastest way to reach us is email. We read every message, and you will hear back from a real person.

Please include your device model, its iOS or Android version and a short description of the issue. Never send real client data. We do not need it to help.

Android

How do I join the beta on Android?

Sign up on the ClientOS beta page and choose Android. Use the Google account email on your Android phone, because Google Play testing is tied to that account. Once you confirm your email, we add that account to the Google Play testers list. We email you a Google Play opt-in link. Open it on your phone, accept, then install ClientOS from Google Play.

ClientOS needs Android 8.0 or later, on a phone or tablet.

Is the Android version different?

Nearly everything is the same: encrypted records, your password plus fingerprint or face unlock, automatic encrypted backups, CSV import and export, reports, finances and Learn. On Android the recovery key is shown and saved at setup only, with no iCloud Keychain copy, and voice notes are transcribed on Android 13 and later. On older Android phones the recording is kept and you type the note. The Mac version, when it arrives, comes with the Apple purchase, and keyboard shortcuts work on iPad with a keyboard.

Account and Backup

I forgot my password. What now?

You need your 32-character recovery key. From the lock screen, tap Reset with recovery key, paste the key and set a new password. Your data is preserved.

On iPhone and iPad you may have kept the key in iCloud Keychain. On Android it is shown and saved at setup only, so look wherever you saved it then.

If you have lost the recovery key too, the data cannot be recovered. There is no ClientOS server with a copy. That is the deliberate trade-off of offline encryption: nobody at OSandMac can recover your data, because nobody at OSandMac has it.

How do I back up my data?

iPhone and iPad: go to Settings › Backup and choose iCloud Drive (your own) or Local Backup. The .clientosbackup file is encrypted, and restoring it on a new device needs your recovery key or the password the backup was made with.

Android: in ClientOS's backup settings, choose a folder for your backups, for example Google Drive. Backups are encrypted and run automatically on a schedule, or you can back up by hand at any time.

Can I move ClientOS to a new device?

iPhone and iPad

  1. On the old device: Settings › Backup › Backup Now.
  2. Save the .clientosbackup file somewhere the new device can reach (iCloud Drive is easiest).
  3. On the new device: install ClientOS, complete onboarding, then Settings › Backup › Restore from File.
  4. Enter your recovery key, or the password the backup was made with, to decrypt it.

Android

  1. On the old phone: back up by hand to a folder the new phone can reach (Google Drive is easiest).
  2. On the new phone: install ClientOS from Google Play and choose to restore a backup during setup.
  3. Pick the backup file from that folder.
  4. Enter the password you chose for the backup.

Security and Privacy

Where does my data live?

On your device. ClientOS makes no network calls. Data leaves your device only when you export it (CSV, PDF or encrypted backup) or turn on calendar sync, and you choose where it goes.

Does ClientOS use AI?

No. ClientOS 1.0 runs no AI model on iPhone, iPad or Android. Budget insights, lead source insights and Learn lessons are worked out on your device from built-in rules. Nothing is sent to any AI service, and lesson content never uses client data.

What happens if my phone is lost?

On iPhone and iPad, sensitive fields such as ID numbers and BP IDs are encrypted with AES-256-GCM under a key derived from your password (PBKDF2, 600,000 iterations), and the rest of your data is protected by iOS Data Protection, which relies on your device passcode. Keep a passcode set on your iPhone or iPad.

On Android, the whole database is encrypted on the phone, and its key is locked by your password using 600,000 rounds of PBKDF2. Without the password or the recovery key, the database cannot be read, even if the file system is extracted.

How do I delete all my data?

Settings › Security › Reset App. After you confirm with your password it wipes the app's data and keychain entries, and the app returns to a fresh setup.

On Android, Reset App is in More › Security Settings. It deletes the encrypted database and its locked keys, and returns ClientOS to a fresh setup.

Troubleshooting

The app will not unlock with Face ID or Touch ID

Try your password first. If Face ID keeps failing, go to Settings › Security and turn the biometric setting off and on again. This recreates the keychain item behind biometric unlock.

If you have added a new face or fingerprint to iOS since setting up ClientOS, biometric unlock switches off on purpose, so a newly enrolled face cannot open your data. Turn it back on in ClientOS Settings.

The app will not unlock with my fingerprint or face on Android

Use your password. Fingerprint or face unlock is tied to the Android Keystore, and if you add a new fingerprint or face to your phone, ClientOS may switch it off on purpose so the new one cannot open your data. If that happens, unlock with your password and turn it on again in ClientOS's security settings.

The Learn tab says Preparing your lessons for a long time

Lessons come from built-in rules inside ClientOS, so there is nothing to download and no setting to turn on, on iPhone, iPad or Android. If the Learn tab is still waiting after a minute, close ClientOS and open it again.

Events I created in ClientOS do not show in Apple Calendar

Allow ClientOS to access your calendar in iOS Settings › Privacy & Security › Calendars. Without permission, events stay inside ClientOS and still work there, but cannot sync to Apple Calendar.

Events I created in ClientOS do not show in my Android calendar

Calendar sync is optional. Turn it on in ClientOS and allow calendar access when Android asks, or later in your phone's app permissions for ClientOS. By default a synced event shows only its type, such as Meeting, not the client's name.

I want to clear the sample data and start fresh

More › Data › Remove Sample Data. This removes only the demo entries and leaves your own clients untouched.

I have found a bug or want a feature

Email us a clear description and, if you can, the steps to reproduce it.

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