Accessing Default Settings
On your ProClient dashboard, click on Settings from the left side menu. Then select Defaults from the center section.
This will take you to the App Defaults manager. It includes several sections for adjusting default settings for various ProClient features. Let’s take a look section-by-section.
Office Defaults
Here, you can set information about your company, which ProClient will refer to whenever these details are requested within the app.
The editable fields include:
- Account Company Name
- Account Logo - you can upload an image as a logo (recommended size: 190 x 50 pixels)
- Timezone
- Office Address line 1
- Office Address line 2
- City
- State
- Zip
- Office Phone Number
- Change Header Name - Clients or Customers
- Additional Options
- Show Business Hours
- Show Company Address
If you need help with setting up these defaults, you can click on Access Setup Assistant that is in the bottom right corner.
Setup Assistant
This assistant guides you to the process of configuring the default settings of your ProClient account.
Setup Assistant will walk you through the following processes:
- Calendar Integration
- Team
- Appointment Types
- Clients
- Client Portal
- Sales Taxes
- Products
- Merchant Account
- Security & Two-Factor
- Text Messaging
- Desktop Application
After completing the guide, you will see this page:
Office Hours
This is where you configure defaults for scheduling appointments through ProClient Calendar.
- Set Business Hours - Set the standard days and hours that ProClient Calendar will use for the appointment scheduling features.
- Holidays - Add Holidays that your office observed and will be closed for business.
CRM Fields
Here you can choose which field you would like to NOT show up on the Contact Details. Simply click the toggle to remove that field from the Contact Details
Customize Client Portal
Adjust visual style settings of the Client Portal.
- Background Color - Sets the background color of the Client Portal site.
- Secondary Color - Sets the color used for any text on key visual elements, including the header, buttons, and links.
- Primary Color - Sets the color used for key visual elements, including the background color of the header, buttons, and links.
- Appointment Default Color - Sets the color used for the appointments on calendar.
- Client Portal Logo - Let's you upload a logo to be placed on the header of the Client Portal site. You can drag and drop an image file to the box provided. Alternatively, you can click inside the box, which opens your system’s file manager. Navigate to the image file, then select it to upload it to the Client Portal site.
- Page Image - Upload a file to set as a background image on the Client Portal site.
- Header Title - Type and format the text that will appear on the header of the page.
- Page Content - Type and format the text that will appear on the content area of the page.
- Footer Options - Add or remove elements to be made visible in the page footer, including:
- Business Name
- Business Address
- Phone Number
- Hours
- Website
Security
Controls for the enhanced security at the Account and Client level.
- Account Two Factor Authentication - Activate or deactivate two-factor authentication for user accounts.
- Client Two Factor Authentication - Activate or deactivate two-factor authentication for clients’ account logins.
- Client Document Two Factor Authentication - Activate or deactivate two-factor authentication for clients’ document access.
Document Settings
By default, all documents that are uploaded to ProClient are not shared with your clients. You can change the Document Settings so that documents that are uploaded to ProClient are shared with your clients by default. (Note that this lets the documents be shared with specific individuals, not all clients.)
By enabling this setting, you are changing the sharing permission with clients to always share documents with clients as the default. You can change sharing permissions for individual documents in the CRM Documents section for each client.