Settings

Your Account Settings

To access your ProClient account settings, click on the arrow beside your username on the upper right corner of the screen. A dropdown selection menu will appear. Click on “My Profile.”

You will then be able to access your Profile and Settings options. These are divided into several sections marked by tabs: General, Security, Integrations, and Calendar. Here are more details on each section:

General Settings

General - Here you can edit your personal information settings. The fields include:

• First name
• Last name
• Phone - Mobile
• Phone - Work
• Email
• Role
• Start on page
• Number of items displayed in a tabular data
• Appointment default view
• Default timezone
• Email opt out

“Start on page” lets you select the page that greets you after logging in to ProClient. The options are Home and Calendar.

“Number of items displayed in a tabular data” sets the number of entries shown on each page. The options are 100, 500, 1000, and Show All. If you choose to Show All, the tabular date will be presented in a single page⁠—no pagination.

“Appointment default view” lets you select the default Calendar view that is shown after logging in. The options are User View and Week View.

“Default timezone” sets the timezone for your ProClient Calendar.

“Email opt out” lets you unsubscribe from ProClient marketing emails.

Security - Here you can adjust various security settings.

“Two factor authentication” can be enabled or disabled. If enabled, you will receive a code via email and SMS every time you login to ProClient. You will need to enter the code upon login to gain access.

“Password” lets you change your ProClient account password. Clicking on this opens the Reset Password manager. As you type in your new password, you will get an estimate of the password's strength based on length and types of characters used.

“Active sessions” allows you to sign out of all sessions. When you access ProClient from different devices and browsers, you create a session instance on each platform. That means you can be logged in from different platforms at the same time, and logging out of one might not log you out of the others. Clicking on “Sign out of all sessions” will ensure that you get logged out of ProClient on all devices and browsers.

Integrations - Here you can set up email messaging integration.

“Link Google & Outlook” lets you establish integration between your external email address and the ProClient application, allowing you to sync appointments on both apps. This only works for the Google and Outlook email services. To learn more, please see: How to Sync Email and Calendar

“Windows Desktop Document Assistant" lets you install a lightweight helper application called ProClient Desktop. Windows may prevent you from installing ProClient Desktop. If that happens, contact ProClient support for installation assistance.

Once installed, ProClient Desktop will be integrated with the Windows shell. That means when you right-click a document file on the Windows desktop, the context menu will include these functions:

• Upload selected document to ProClient
• Print selected document to ProClient

ProClient Desktop makes it possible to drag-and-drop files to ProClient (which will upload the documents to ProClient). The helper also lets you print documents from any program directly to ProClient.

Calendar - Here you can configure various ProClient Calendar settings.

“Reminder on external calendar” is used to toggle on/off the reminder settings. When activated, ProClient will use the reminder function on your linked Google or Outlook account to remind you of appointments scheduled with ProClient.

“Show name of user on external calendar” is another toggle. When activated, your linked Google or Outlook account will show the name of the ProClient user account that scheduled the appointment item.

“Show name of client on external calendar” does something similar. When activated, your linked Google or Outlook account will show the name of the customer for whom the appointment has been scheduled.

“Show appointment notes on external calendar” can be useful when you add notes to an appointment entry upon creation. When activated, your linked Google or Outlook account will show the notes you added to the appointment item.

“Default schedule blockout dates and time” configures ProClient Calendar blockout times. Users and clients will not be able to schedule appointments with you at the times set as blocked out.