Help Center › Your clients

Client FAQ

For clients. Business owners: link to this page or copy these answers into your own site.

Your account is where the business shares files with you, where you send it files and messages, where you join its video meetings, and where any course you bought lives.

Your account

How do I get an account?

Three ways. Press Create Account on the login page, if the business allows sign-ups. Buy a course, and an email with a Set Up Your Account button arrives. Or the business creates one for you and gives you the password.

I paid for an appointment. Why don't I have an account?

Paying for an appointment does not create one. Your confirmation and receipt come by email. If you want an account, use Create Account with the same email, or ask the business.

Can I sign in with Google or Apple?

No. Email and password only.

I forgot my password, or I want to change it.

On the login page, press Forgot Password?, then Send Reset Email, and follow the link. A new password needs at least 8 characters with an uppercase letter, a lowercase letter and a number. There is no change-password option inside the account yet, so this is also how you change it.

My course setup link says it expired.

Use Forgot Password? on the login page with the email you bought with. It sends a fresh link to the same inbox.

Inside your account

What are the tabs?

Overview, Files, Meetings and Messages. Billing and Courses appear once you have bought a course.

How do I send the business a document?

Open Files and press Upload File. You can add a note. You can preview, download and delete your own files. Files marked Shared are ones the business shares with all its clients.

Who can see my files?

You and the business's staff, after signing in. Links to files that arrive by email ask you to sign in first.

Where are my appointments?

They are not listed in the account. Your confirmation email has the details. To change or cancel, contact the business.

Where is my receipt?

For a course, open Billing and press View receipt. For an appointment, the receipt comes from Stripe by email if the business has receipts turned on; otherwise ask the business.

I sent a message. Did it arrive, and where is the reply?

Your messages are listed under Messages with the note that replies arrive by email. The business answers you at your email address, not inside the account. A message marked "New" has not been ignored; that badge simply stays.

Meetings and courses

How do I join a video meeting?

Open Meetings. For a free meeting press Register & Join; it opens Zoom, and the passcode is shown next to the meeting. Meetings with a price are arranged with the business directly; once you have paid, they send you the link.

Where is my course?

Open Courses. It shows your progress and Course Downloads, each with Preview and Download. Lessons sent by email come from the business's mailing list, so check your inbox and spam folder.