How do I set up an account for a new client?

Congrats on signing up another client!

To set up a new account, please follow the next steps:

 

1. Login to your admin account.

2. Click "Manage Accounts" in the lower left-hand corner.

3. Click "Add User" in the upper right-hand corner

4. Enter in the name of the establishment, the email address of your main contact to that company, then if you want to change the default password, you can do so. 

Note: The email address you enter will be your new clients' username. They will login to the same URL that you do for your admin account.

5. Click "Add Account"

You now have successfully set up a new account!

Watch the video to add an account here below: