CT Mobile Setup Instructions

ClientTracker Mobile Setup Instructions

ClientTracker Mobile is designed for your smartphone or small screen mobile device to view your schedule. It is simple and useful for “on the go” access. For full use of your ClientTracker program, use your computer’s Cloud login.

NOTE: ClientTracker Mobile is only available if you have passwords set up and activated in your ClientTracker program. If you haven’t already set up your password accounts and privileges, please consult our online manual first.

Step 1 - Enable ClientTracker Mobile in your ClientTracker.

Go to Settings/Program, and click the “Password Setup” button on the lower left. (You need Admin privileges to access this screen.) The ClientTracker Mobile option is shown on the right of the Admin screen. Check the box to allow access.

Step 2 - iPhone: Download the free Microsoft Remote Desktop app from the App Store, and tap the icon to launch it.
- Android: go to the Google Play to download the Android Microsoft Remote Desktop.

Tap the plus sign (+), then tap “Add Remote Resource Feed.” Type in the “Feed URL” provided in the email sent to you by Ginkgo Software.

Tip: On your phone, open the email you received with your access setting. Copy the URL, then open the RDP App and paste it in. Tap the "return" key to continue.

Step 3 - Tap “User Name and Password” and “Add User Account” to set up a username and password.

Use the same ClientTracker Cloud login on your mobile device as you do on your computer.
User Name acg\9999, or acg\9999-2, or acg\9999-3, etc.
Password is provided to you by Ginkgo Software.
After each entry, tap the "return" key to save it

Step 4 - After entering a valid ClientTracker Cloud username and password, tap Save, and you should see the ClientTracker “Work Resources” icon.

Tap this icon that says “ClientTracker,” and wait for the connection. From now on, this icon will show as soon as you launch the app, making it easy to login to ClientTracker Mobile.

Step 5 - Now you're in ClientTracker! Tap the "Mobile Phone Login" button to access ClientTracker Mobile.

The displays are “super sized” for small screens like a phone, and are not recommended for use on a large viewing screen such as a desktop computer or large tablet.

The “Computer & Tablet Login” option proceeds with the usual ClientTracker login. Choose this if you are using a large screen, for example a computer or tablet at your office.

Step 6 - Next is the ClientTracker Mobile login screen.

Display the app’s keyboard using the icon in the black menu bar at the top of your screen, and type in your ClientTracker username and password.

Then tap the keyboard icon again to hide it, and click the SIGN IN button. If you make a mistake, you’ll have another chance.

Step 7 - When you see a list of today's appointments, you're in! Click < Exit to log out.

Tap the Calendar icon to switch to a different date.

Tap the Practitioner icon to see appointments for one or more practitioners.

Tap the Reminder icon to see a list of reminders for the selected date and practitioner.

Tap the plus [ + ] to create a new appointment.

Tip - Click here to see our ClientTracker Mobile support video for more details about what you can do in ClientTracker Mobile.