I would like my clients to create their own passwords rather than me. Can you please go through the steps?


If you want people to subscribe into your system and create their own username and password, you need to send them to the Register page on your Console website. Please keep in mind that they are only prospects after they register and cannot login yet with their chosen credentials. You will receive an email notification that someone registered. You can then go into your coach account and turn them into a Hot Lead or Active Client so that they can login.

Also, if you set up a new agreement (either from CONTACTS TAB > CONTACT NAME > "Agreement" tab > button "NEW AGREEMENT" OR from BILLING TAB > "Agreements" link > button "SETUP NEW CLIENT AGREEMENT") with a prospect or a new contact, when he/she agrees the agreement, the system will make him/her an active client and will send the "Account Details Notification" email with the template from My Account (bottom left corner of your coach screen) > "Notification Templates" link > "Account Details Notification" tab, with an automatically generated username for the client and a link to set their password.

Also, when a new person enters your Console system by purchasing a product, they will have to register before they pay the product invoice, so they create their own username and password during this process.

Have more questions? Submit a request


Powered by Zendesk