How to Update Your Password

Want to update your password? Here's how.

Change your password

1. Click your profile icon at the bottom of the left-hand menu, then select Account.
2. In the Manage Users section, click Edit next to the relevant user (for example, administrator).
3. Tick Change Password. Type your new password, then type it again below.
4. Make sure Email is filled in too. That's the address we'll use if you ever forget your password.
5. Click Save.

What if I forget my password?

Click Forgot your Password? on the login page.

Enter your Username and Company ID, then click Get Password. Your password is sent to the email address linked to your login.

How to create login details for your staff

It's a good idea to give each staff member their own login. That way every transaction, appointment update or deletion is tracked against the right person. To set one up:

1. Click your profile icon at the bottom of the left-hand menu, then select Account.
2. In the Manage Users section, click New.
3. Fill in:
   • A Username. This is what they'll type on the login page.
   • Their Security Role (staff, manager or administrator).
   • A Password (and enter it again to confirm).
   • An Email address (used if they forget their password).
   • (Optional) Mobile number, first name and surname.
4. Click Save.

You can create as many users as you need. For more on user access and what each security role means, click here.

Check out the next article in the Getting Started section to see what to do next.

Got a question? Send it to us via the Submit a Request option on your Help & Support page.