Getting started
Create your account, set up your first activity and add your first client.
Excel, Google Calendar, notebook or CRM?
When Excel, Google Sheets or Google Calendar are genuinely enough, the point at which they start costing you money, and what you actually gain by moving to a dedicated tool.
Read the guide arrow_forwardGet started in 10 minutes
Create your ProContact account, your first activity and your first client, then send an appointment confirmed by email.
Read the guide arrow_forwardOrganise your work into activities
An activity groups a strand of your business with its contacts, appointments and statistics. Here is how to split them up sensibly.
Read the guide arrow_forwardManage your contacts and clients
Contact records with several emails, phone numbers and addresses, commercial statuses, search and filters. The backbone of your client follow-up.
Read the guide arrow_forwardDaily work
Appointments, reminders and notes — the loop you run every day.
Schedule and confirm appointments
Create an appointment, send the email confirmation with copies, and track its status through to completion or a no-show.
Read the guide arrow_forwardNever miss a follow-up again
Set one-off or recurring reminders on your appointments — for you, for the client, or both — with extra recipients in copy.
Read the guide arrow_forwardKeep a memory of every conversation
Take notes attached to an appointment, a contact or an activity, with a priority level and optional sharing with the client.
Read the guide arrow_forwardDashboard and statistics
Track upcoming appointments, month-by-month trends and how your contacts break down, then export the lot to CSV.
Read the guide arrow_forwardWorking with clients
The client portal, shared notes and GDPR consent requests.
The secure client portal
Your clients view their appointments and exchange notes through a magic link verified by a one-time code — no account to create, no password to remember.
Read the guide arrow_forwardGDPR, consent and personal data
Request consent from your contacts by email, export your data, delete an account with anonymisation. What ProContact does for your compliance.
Read the guide arrow_forwardAccount & security
Plans, billing, sign-in options, exports and account deletion.
Plans, free trial and billing
What the free plan and the Pro plan include, how the trial works, and how to manage or cancel your subscription.
Read the guide arrow_forwardSign-in, sessions and account security
Sign in by email, Google or Apple, automatic sign-out on inactivity, password and profile management.
Read the guide arrow_forwardUsing ProContact on mobile
Install ProContact on your phone's home screen and work from the field, without going through an app store.
Read the guide arrow_forwardFor tradespeople & side hustlers
Start with the guide for your audience, then the one for your specific trade.
ProContact for tradespeople
The guide for building trades and at-home services — chased quotes, site addresses, recurring servicing and proof of what was agreed.
Read the guide arrow_forwardManaging clients when you have a day job
A five-minutes-a-week routine so you stop losing clients when your business has to fit into evenings and weekends.
Read the guide arrow_forwardProContact for electricians
Separate callouts, installations and inspections, keep the site address apart from the billing address, and chase the quotes that go quiet.
Read the guide arrow_forwardProContact for plumbers and heating engineers
Turn callouts into servicing contracts, never miss a boiler service due date, and keep a record of what was agreed in the bathroom.
Read the guide arrow_forwardProContact for hairdressers and beauticians
Remember every client's technical formula, cut down missed appointments, and bring back the clients who have not been in for six months.
Read the guide arrow_forwardProContact for photographers
Track projects booked a year ahead, keep the running order written down and shared, and handle image consent properly.
Read the guide arrow_forwardStill stuck?
Write to us and a human answers. Pro accounts get priority.
Contact Support