Accessing ProClient 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:
Here you can edit your personal information settings. The fields include:
- First name
- Last name
- Phone - Mobile
- Phone - Work
- Start on page
- Appointment Default View
- Default timezone
- Email Opt Out
- Notify User of Client Message
Note that Email and Role cannot be edited on this page.
“Start on page” lets you select the page that greets you after logging in to ProClient. The options are Home and Calendar.
“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.
"Notify User of Client Message" lets you configure how you receive notifications of new client messages. Your options include: Always Notify, During Business Hours, Outside of Business Hours
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 log in to ProClient. You will need to enter the code upon login to gain access.
“Password” lets you change your ProClient account password.
"Email" lets you change the default email address registered to your ProClient account.
"Logout Timer" adjusts the length of time before ProClient logs off automatically. The menu options are: 5 minutes, 15 minutes, 30 minutes, 1 hour, 2 hours, 4hours
“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 on 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.
Here you can set up Google or Outlook Calendar integration with ProClient.
“Link Google & Outlook” lets you establish integration between your personal calendar and the ProClient calendar, allowing you to sync appointments on both apps. This only works for Google and Outlook calendars. To learn more, please see: How to Sync Email and Calendar
Here you can configure various ProClient Calendar settings.
"Walk-in" enables walk-in appointment scheduling in ProClient Calendar.
"Reception Notes" enables reception note-taking in ProClient Calendar.
“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.
Modify Blockout Schedule
“Default schedule blockout dates and time” displays your ProClient Calendar blockout times. Users and clients will not be able to schedule appointments with you inside any duration set as blockout time.
Click on the action button to the right of the username to configure your blockout times. This opens the Modify Blockout Schedule dialog box.
You can modify the scheduled hours or check "All Day" to blockout an entire workday. You can adjust the recurrence of the blockout schedule using the provided dropdown menu.
If you select "Custom," you will be able to define your own recurring blockout schedule.
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