Last Update 2 jaar geleden
Your client requires a password and event date to access their online planner. It can be set by the client when checking availability, provided in the event worksheet, or set a password in the client record.
1. Prospect may either create a password or Gigbuilder can automatically generate a password using a form option. You may choose to hide the field (default), Create a random password automatically, Create a password using the client's last name, or permit a field so that the prospect may create their own.
Navigate: Tools -> Web Tools -> Date Checker
Locate: Additional Options
Modify: Client Password
2. Create a password from an event by opening an event, clicking edit (or double click mouse), finally adding a password to the client record. Next to the login password field is a + button. Press that and change the password.
Navigate: any event
Locate: Primary Client
Modify: Login Password
3. Change password in client record by selecting a client, editing the record, and saving their password.
Navigate: Resources -> Clients -> Open Client & edit
Locate: Client Name & Address