Client Training Wizard

SCP Guided Setup

Welcome to SmartClientPro. This guided setup walks you through every major button, card, and workflow area so you know exactly how to manage leads, intake forms, bookings, payments, campaigns, referrals, and client follow-up.

Begin Guided Setup View Quick Start Checklist

Training Progress

Learn the full system step by step.

Use the buttons below each step to move through the guided walkthrough.

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10 Training Steps

All Core Features

Easy Client Setup

SmartClientPro Walkthrough

Click each step on the left or use Next and Back. Each section explains what the client should click, what each card means, and how the workflow moves.

Step 1 of 10

Client Quick Start Checklist

Use this list to help the client know what to complete first after login.

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Login to your SmartClientPro workspace Use the secure admin login provided by your setup team.

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Open Dashboard Review Intake Submissions, Connected Leads, Booked Appointments, Converted, and Booking Confirmed and Converted.

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Check Intake Viewer Open submitted records and review client details, service type, referral code, and notes.

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Set up booking and payment links Go to Settings and add your booking link, payment link, time slots, and default templates.

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Create or update services Use Create Service to build new intake services that can appear on the public intake panel.

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Use Automation Center Add reminders, schedule follow-up emails, and track tasks due today.

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Track growth in Conversion Review how many leads are moving into paying clients.

Ready to Use SmartClientPro

Once your setup is complete, SmartClientPro becomes your control center for leads, forms, appointments, follow-ups, payments, referrals, campaigns, and client conversion.