When you create an account for your client, they receive an email or text message letting them know an account has been created for them. The text or email contains a direct link to access their account. They can click (on a computer via email) or touch (on a smartphone or tablet via email or text) the link and the client will be automatically logged in to their account so that they can set their password. Below are examples of what the links look like:
Text message link example: Email link example:
Staff sometimes choose to go through the client account setup process with their client to make sure a client can successfully access their account and set their password.