When you begin using a new tool, we understand that you want to make your client’s transition to this tool is as effortless as possible. This is why we always recommend to create yourself a client account in order to fully understand what they will be experiencing.
When creating a client account, make sure to use a different email than that of your professional account. An email address can only be associated to one account at a time. This is a great way to practice sharing programs, documents, activities, or even syncing your own smart watch. Download our free mobile app to test both desktop and mobile versions of the software.
It's important to note that if you log into the app using your professional account, you will only have access to the internal messenger to communicate with your clients. To access all the functions you need as a professional, simply connect through the browser on your phone, tablet, or computer.