Accessing Your Profile Page
From the ProClient dashboard, click on the quick access button that says “My Profile Page.” You’ll see it at the bottom area of the interface.
Alternatively, click on the arrow beside your username on the right corner of the page. This will show a dropdown selection, from which you can click on “My Profile.”
You will be taken to a page where you can edit your profile information and various ProClient application settings.
Configuring Email Integration
Click on “Integrations.” You will see the line “Link Google & Outlook.” A question mark icon beside it provides a text pop-up that explains this function in more detail.
Activating the link will connect your personal or business calendar with the ProClient Calendar. The calendars can be synced so that you will see the same appointments on both calendars.
Granting Account Permissions
Click on the button labeled “Enable Integration to Google or Outlook Mail.” Select either Google or Outlook, then sign into the relevant account.
You will be asked to allow a number of permissions. Confirm your agreement. Then choose the calendar you wish to integrate. Confirm that selection.
You will be taken back to the Profile and Settings page. Click on “Integrations.” You will now see that it has a notification that your personal calendar account is currently linked to ProClient.
If you wish to unlink your personal calendar, click on the button labeled “Disable Integration.”