Main Interface
ProClient provides you with a spare yet informative dashboard that places all major functions at your fingertips. It is easy to comprehend and navigate.
The is the main menu is along the left side with key widgets in the main part of the screen.
Main Widgets
- Today’s Appointments - Lists all appointments scheduled for the current date. If there are none, it simply shows, “No appointment for today.”
- Customer Activity - Shows the most recent Client Portal logins. Includes the client name and the date and time of the login.
- Documents For Review - Shows the number of uploaded documents still waiting to be reviewed. Clicking on this will send you to the Documents For Review page.
- Client Messages - Shows the number of text messages waiting to be read. Clicking on this will send you to the SMS messaging center.
- Upcoming Birthdays - Lists any clients who have upcoming birthdays, so you can send them greetings and boost customer relations.
Menu Buttons
will collapse or expand the left side menu
- The down arrow next to Account name will give you access to switch accounts and access your Profile
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