General

Getting Started

• How to Use ProClient Desktop
• How to Setup ProClient Desktop
• Signing Up for ProClient (Step-By-Step Guide)
• ProClient FAQs
• Adding Accounts
• Adding Client Accounts

See all 10 articles

Page-by-Page Guides

• Dashboard
• Calendar
• CRM
• Documents
• My profile
• Settings - Users

See all 14 articles

Calendar & Appointments

• How to schedule appointments
• How to edit and adjust appointments
• Calendar view options
• Walk-In Lobby section
• Notes

CRM & Clients

• How to add driver’s license/ID
• How to use client document center

Documents

• How clients can upload documents
• How to send documents to clients
• How & Why to review documents
• How to use document tags
• How to Use Document Center

Messaging and Connections

• How to set up text messaging

Client Portal

• How to set up Client Portal
• How to customize Client Portal
• How clients can use ProClient Portal

Team Management

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

ProClient FAQs

• FAQ