Sign in and manage your account
Schedulers sign in to build and manage schedules. Physicians do not need an account, because the shared schedule link opens without one. Account Settings holds your subscription, your sign-in email, and your password.
- Get back in after forgetting your password.
- Change the email address you sign in with.
- Understand the access pending page.
How to do it
- 1
Sign in
On the sign-in page, enter your “Email address” and “Password” and choose “Sign in”. “Keep me signed in on this device” is ticked by default. Leave it unticked on a shared workstation.
- 2
Reset a forgotten password
Choose “Forgot password?” beside the password field, enter your email address, and choose “Send reset link”, then check your email. The link opens “Set new password”, where you enter and confirm the new password and choose “Update password”.
- 3
Create an account
Choose “Request access” below the sign-in form. Enter your full name, organization, email, and a password of at least 10 characters, confirm the password, tick “I agree to the Terms of Service and Privacy Policy”, and choose “Create account”. An “Early Access Code” is optional.
- 4
Confirm your email if asked
If a “Check your email” screen appears, click the confirmation link in that email to activate the account.
- 5
Open Account Settings
In the scheduler header, click the gear icon (“Account menu”) and choose “Account Settings”. “Back to schedule” returns you to the scheduler.
- 6
Change your sign-in email
Under “Change Email”, enter the “New email address” and choose “Update Email”. A confirmation goes to the new address, and the change takes effect when you click the link in it.
- 7
Change your password
Under “Change Password”, enter your “Current password”, a “New password”, and “Confirm new password”, then choose “Update Password”. Your current password is checked before the change is made.
- 8
Sign out
Use the sign-out icon beside the gear. You return to the sign-in page.
Good to know
- If your trial or subscription is not active, the scheduler sends you to “Your access is pending”. Your schedules are saved. Choose “View Plans & Pay” to subscribe, or enter an access code and choose “Apply” if your practice was given one. The page also links an email address for reaching us directly.
- Account Settings stays available from the gear icon even while access is pending.
- Account Settings has no option to delete your account. Email us if you need that. To keep your own copy of a schedule, use Print > “Download Backup” in the scheduler.
- New passwords need at least 10 characters, whether you are resetting one or changing it in Account Settings.