Help.

Common questions

I cannot sign in. What now?

Use the “Forgot password?” link on the sign-in page and set a new password. If that does not help, your organisation’s administrator can check your account.

Why can’t I see a module or a menu item?

The portal shows only what you can use. Two things decide that: the plan your organisation has and the role you were given. For the role, ask your organisation’s administrator; for the plan, write to us.

How do I change the language, theme or text size?

Language, theme and accent colour are in the account panel, opened from the top right. Text size, typeface and contrast are under the accessibility button. These settings belong to your account, not to the browser.

How do I turn on two-step verification?

Open the account panel from the top right and go to the security page. Two-step verification is set up there.

I work in more than one organisation. How do I switch?

Use the organisation switcher at the top of the portal. You move between organisations without signing out, and you can choose which one opens by default.

How do I add a colleague or change what they can do?

Administrators do this in Configuration: invite the person, then give them a role. The role decides which modules and actions that person sees.

How do I choose which notifications I get?

Open notifications from the bell at the top of the portal. Its preferences let you choose what you are told about and through which channel.

Can I keep working when the internet goes down?

On a device where offline access is on, yes. Open the account panel from the top right and, under “This device”, turn on “Offline access” and choose a PIN. From then on the Today page keeps the day’s appointments on that device, with each client’s notes, visits and recommendations. Notes, visits, recommendations and bookings you add while the server cannot be reached are listed under “Changes not sent yet” and go out when the connection is back. “Install app” is in the same place, on browsers that offer it.