To minimize confusion and streamline the process of accessing the client portal. You can set your client up with a temporary password. 

1. Click on My Office and then select Clinic Users


2. From the list of clients, select your client and choose the password tab, set a new password

3. We highly recommend that you share the password with your client in a separate email from their username and the login page to enhance security. 

4. Make sure that client has your website page URL (eg. or the direct login page (eg.