General

Getting Started

• Signing up for ProClient (step-by-step guide)
• ProClient FAQs
• Adding Accounts
• Adding Client Accounts
• How to Sync Email and Calendar
• How to use program Guides

See all 8 articles

Page-by-Page Guides

• Dashboard
• Calendar
• CRM
• CRM - Add new client
• Documents
• My profile

See all 16 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 team members
• How to use team roles
• How to manage roles
• How to create new roles

Bug Reports & Feature Requests

• How to contact us

ProClient FAQs

• FAQ