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  1. ProClient
  2. General

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)
  • ProClient FAQs
See all 12 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
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