General

Getting Started

• Zoom Integration in your ProClient Account
• Cancel/Unsubscribe ProClient Account
• How to Use ProClient Desktop
• How to Setup ProClient Desktop
• Signing Up for ProClient (Step-By-Step Guide)
• Adding Accounts

See all 11 articles

Page-by-Page Guides

• Dashboard
• My profile
• Settings - Users
• Settings - Users - Add new user
• Settings - Edit User
• Settings - Email setup

See all 7 articles

Calendar & Appointments

• How to schedule appointments
• Walk-In Lobby section

CRM & Clients

• Importing Client List
• Adding a New Client
• Send Client Portal Access

Documents

• E-Signature Documents
• How clients can upload documents
• How & Why to review documents

Messaging and Connections

• How to set up text messaging

Client Portal

• Reset Client Portal Password
• Disable Client Portal Access
• How clients can use ProClient Portal

Team Management

• How to add Users
• How to use team roles
• How to manage roles