Managing Client Accounts

Accessing Client Accounts

1. Log into the Operator Portal.
2. Click Client Accounts.

You can view client account status and activity, business information, onboarding, subscription info, history, and account settings.

Applying Filters

1. Log into the Operator Portal.
2. Click Client Accounts.
3. On the right side, check the box beside the relevant filter. (My Accounts, Only Templates, Include Locked Accounts, and Show Only in Setup)

To reset, click the box again to uncheck and remove the filter(s).

You can also search your accounts by entering the relevant search term in the search bar.

Logging into a Client's Business Account

To log into a client account to set it up or make changes:

1. Log into your Operator Portal account.
2. Click Client Accounts.
3. Click the relevant client account.
4. In the top corner, click Login As.

To return to the Operator Portal, next to the relevant business name click x.

Account Information & Categories

Business information

You'll find business contact information, UID (used in API integrations), creation date, and the subscription plan they are subscribed to.

Under "Tags", enter tags such as the business or client type, to help organize your clients.

Under "Note", enter important details to keep track of across your team, such as payment status, communication history etc.

Activity

You can view the last 3 months of your client account's activity, including the number of bookings and payments that have been accepted.

Onboarding

S how many onboarding steps were completed in the Onboarding Wizard.

If you see an In Setup message instead of the onboarding checklist, click Mark setup as complete to restart the onboarding wizard.

Sites

Websites that have added widgets are listed here.

The Subscription Tab

See what subscription plan you are subscribed to, and the number of staff members that can be added.

To change your subscription plan, click Change Plan and follow the prompts.

The Staff Tab

View all staff members on the account.

To log in as a specific staff member, next to their name click Login.

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Note

The primary admin/owner of the client account is the user with the email address listed on the business information panel.

The History Tab

View operator activity on the relevant client account. This data can help you understand what changes have been made by members of your team.

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Important

Logs are kept for 6 months before being deleted.

The Account Tab

The Account tab is where you can perform actions like restricting access and resetting the password.

• Lock account: This will prevent everyone, including the account owner (primary admin), staff members, and operators from logging in. Toggle to lock the client account.
• Enable send links: To protect our platform from abuse, all new accounts are banned from sending external links in announcements and other messages for a 30-day screening period. Toggle to bypass the screening period.
• Secure: If you designate an account as secure, only operators that have a role with "Secure" in the title will be allowed to perform actions. This is helpful for accounts that must abide by HIPAA standards. Toggle to set the account to "Secure".
• Nickname: The nickname you set here will be used as the back half of the client account's Business Page URL. This nickname must be unique, and is also used as an external business ID.

• Operator assignments: Divide work among your team by assigning (multiple)accounts to operators.

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Tip

Operators can use the "My Accounts" filter in the "Client Accounts" list to view only the client accounts assigned to them.

• Set as template: Check to use this account as a template, so you can create multiple new accounts with the same settings.

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Note

Save time by learning how to create and manage account templates.

• Reset password: Set a new password for the primary account admin to help them recover their account. The password reset link page is another option to reset a password. You must be logged out to access the reset password form.