Frequently Asked Questions
Find answers to common questions about ClientConnect. Can't find what you're looking for? Contact us.
General Questions
What is ClientConnect?
ClientConnect is a digital secretary and automated phone call and SMS system that connects service providers (such as therapists, salespeople, consultants) with their clients through scheduled calls. It integrates with your calendar to automate client communications and reduce no-shows.
How does ClientConnect work?
ClientConnect integrates with your calendar (Google and Outlook with Apple coming soon) and automatically schedules phone calls and SMS reminders based on your appointments. When an appointment is scheduled, the system will send SMS reminders and make calls according to your configured settings.
Who is ClientConnect for?
ClientConnect is designed for any professional who schedules calls with clients, including therapists, coaches, consultants, sales professionals, customer service teams, and more.
What devices can I use ClientConnect on?
ClientConnect is a web-based application that works on any modern browser, including Chrome, Firefox, Safari, and Edge. You can access it on your desktop, laptop, tablet, or smartphone.
Features & Functionality
Which calendar systems does ClientConnect integrate with?
ClientConnect integrates with Google Calendar and Microsoft Outlook Calendar with Apple Calendar coming soon. We're constantly working on adding more integrations.
Can I customize the call and SMS messages?
Yes, you can customize all message templates to match your brand voice and specific needs. Professional and Enterprise plans offer more advanced customization options.
Does ClientConnect support international calling?
Yes, ClientConnect supports international calling in most countries. Additional fees may apply for international calls, depending on your plan.
Can clients respond to SMS messages?
Yes, ClientConnect supports two-way SMS communication, allowing clients to respond to your messages. You'll receive notifications of client responses in your dashboard.
Pricing & Billing
How much does ClientConnect cost?
ClientConnect offers three pricing tiers: Starter at $9/month (up to 100 calls), Professional at $29/month (up to 500 calls), and Enterprise at $199/month (unlimited calls). Visit our Pricing page for more details.
Is there a free trial available?
Yes, we offer a 7-day free trial for all plans, with no credit card required to start. This gives you enough time to test our features and see how ClientConnect can benefit your business.
What happens if I exceed my monthly call limit?
If you exceed your monthly call limit, subscription upgrades will remain available in your provider dashboard. We'll notify you when you're approaching your limit so you can upgrade if needed.
Do you offer discounts for annual billing?
Yes, you can save 15% by choosing annual billing on any of our plans. Contact our sales team for more details.
Security & Privacy
Is my data secure with ClientConnect?
Yes, we take security seriously. Your data is encrypted in transit and at rest. We implement industry-standard security measures and regularly review our security practices to ensure your data is protected.
Is ClientConnect GDPR compliant?
Yes, ClientConnect is GDPR compliant. We provide the necessary tools and features to help you maintain compliance with GDPR regulations when processing personal data.
How does ClientConnect handle client data?
We only collect and process the data necessary to provide our services. All client data is encrypted and stored securely. You control what client data is stored in our system and can delete it at any time.
Can I request a data deletion?
Yes, you can request a complete deletion of your data at any time. Please contact our support team to initiate this process.
Support & Troubleshooting
How do I get support if I have issues?
We offer email support for all plans, with priority support for Professional and Enterprise plans. You can contact us through the support form on our website or email support@clientconnect.tech.
Are there tutorials or guides available?
Yes, we provide comprehensive documentation, video tutorials, and guides in our Help Center to help you get the most out of ClientConnect.
What if a call fails to connect?
If a call fails to connect, our system will retry based on your configured settings. You'll receive notifications of failed calls in your dashboard, along with the reason for the failure when available.
How can I report a bug or suggest a feature?
You can report bugs or suggest features through our support system or by emailing support@clientconnect.tech. We value your input and actively incorporate user feedback into our development roadmap.