Help & FAQ
Everything about how TheSheetFlow templates work, delivery, and getting set up.
Is this a subscription?
Never. Every TheSheetFlow template is a one-time purchase with lifetime access.
How do bundles and discounts work?
Build your own bundle and the discount climbs automatically: 2 planners save 35%, 3 save 45%, and 4 or more save the full 60%. Your WELCOME20 code gives 20% off your first order (it applies whichever way saves you more).
Do you offer a free template?
Yes — pick a Simple Habit Tracker or Simple Budget Tracker, drop your email, and we'll send it instantly along with your 20%-off code.
How do I receive my template?
Instantly after checkout: a download link plus a make-a-copy link for Google Sheets. No manual setup, no waiting.
Does it work in both Google Sheets and Excel?
Yes — every template is built and tested for both, with quick instructions for each format.
I'm not good with spreadsheets. Will I manage?
Absolutely. Each template has a guide tab and the formulas are already built in. If you can type a number, you can use TheSheetFlow.
Can I use it on my phone?
Yes — open your file in the Google Sheets or Excel mobile app. It's most comfortable on a laptop for setup, then easy to update on the go.
Will I get future updates?
Yes — when we improve a template you own, the update is free. We'll let you know by email.
Can I get a refund?
Because our templates are instant digital downloads, all sales are generally final. But we want you happy: if a template is faulty or doesn't work as described, email us at hello@thesheetflow.com within 14 days and we'll fix it or give you a full refund. See our Refund Policy for full details.
Can I share it with a friend?
Your purchase is for personal use. If a friend loves it, send them our way — there's usually a free template waiting for them too.