ProClient Features Breakdown
ProClient’s user-friendly and comprehensive platform allows you to manage your business needs, including marketing, document management, client portal, billing, scheduling, and more. Our features were designed with your time and money in mind so that you can focus less on administrative tasks and more on growing your business.
Let’s take a look at some of our favorite ProClient features and what they can do for your business.
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Calendar
Planning and scheduling can take up a considerable chunk of your day, especially when trying to clean up calendar mishaps like double bookings and missed meetings.
With self-scheduling, double booking prevention, and many other time-saving features, ProClient can help you take control of your calendar and delight your clients with a user-friendly experience.
Self-Scheduling
With ProClient Calendar’s self-scheduling tool, clients can easily find a time on your calendar and make an appointment without the hassle of endless back-and-forth emails or phone calls. This allows the client to select an appointment at their convenience while saving you valuable time. You no longer have to be your clients’ or employees’ central point of contact. Your time is valuable, so quit wasting time scheduling! ProClients scheduling system is like a time maker.
Accurate Availability
ProClients offers time-zone detection and conversion, eliminating missed meetings due to time-zone differences. We also provide the ability to set daily limits and buffer times between meetings, which is critical to your mental health and overall productivity. These unique features make your calendar more accurate and show your actual availability, freeing you from scheduling mistakes.
Set Reminders
By utilizing ProClient’s customizable emails and text reminders, you can inform your clients of the appointment times and details such as location or paperwork to bring along. This dramatically decreases the chances of no-shows and last-minute cancellations.
Manage Walk-Ins
ProClient Calendar allows you to manage your office lobby walk-ins while respecting the flow of scheduled appointments. No more wondering who has been waiting the longest. Now you know who is waiting in your lobby before you even get there.
Calendar Integration
ProClient integrates and connects with different online tools, including Office 365 and Google Suite. This allows you to know your schedule in ProClient without the need to open ProClient. Additionally, when you schedule your time for other reasons, those new appointments will sync to ProClient and remove your availability so that you do not get those awkward double-booking appointments.
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Docs
Advanced Document Security Standards
As a business owner, you must handle an overwhelming amount of documentation, which can be exhaustive and time-consuming. Plus, you must ensure that all these documents are secure, as your clients rely on you to protect their sensitive information. 
ProClient Docs, our document management solution, combines the latest technology, secure file sharing, and powerful workflow automation tools all in one centralized hub. This enables you to securely collect, manage, store, and share documents for clients and team members.
With ProClient Docs, you can:
- Streamline document management workflow, including document tagging, document review, access management, file version management, renaming, online viewing, and downloading. This reduces operational costs associated with copy machines, supplies, and storage space for filing cabinets.
- Improve staff collaboration with version control and other improved features that allow everyone to access the most recent version of any document
- Eliminate geographical limitations with digital documents accessible anywhere, anytime, with the correct permissions.
- Mitigate risk and compliance issues with audit trail and retention functionality.
By electronically organizing and storing all documents in one place, ProClient Docs offer an optimized, paperless workflow process. Best of all, you can manage your business documents securely anytime, anywhere. This will eliminate your issue of clients reaching out and asking for another copy- they have it available to them at any time.
The ability to track and control who accesses information is central to every document security system.
With two-factor authentication, users can select a method to receive their one-time PIN every time they log in to the ProClient portal. This adds an extra layer of protection for client documents stored in the system.
Our services are remote and work-friendly, so you can access everything you want, whether you work from home or in a brick-and-mortar setting.
Regarding data security, your client’s sensitive data and your business’s reputation are at stake. This is why you need to count on a platform designed with security as a top priority.
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Invoicing & Payments
Make invoicing and payment collection painless with ProClient. Draft and send customized electronic invoices and receive payments directly to your bank accounts.
Fully Integrated Secure Payment Processing
Clients can make payments anytime, anywhere with our secure and fully integrated payment processing system. The system accepts both credit cards and ACH payments.
Create customized products and sales tax.
Try ProClient Free for 14 days
If you are sick and tired of using what feels like a million business tools, it’s time to try our comprehensive management system.
Everything you need is right here in our easy-to-use and highly customizable CRM.