Registering a new client using the Client Self Registration Web App

When you have the Client Self Registration Web App open, your staff members and clients will be able to easily register new client and family member accounts directly from your dedicated device.

NoteWhen a new client registers using the Client Self Registration Web App and sets their password through their welcome email, an additional email is sent notifying the client that their password has been changed. This occurs only if the client profile notifications type for password change is enabled.

To register a new client via the Client Self Registration Web App:

    1. Open the Client Self Registration Web App.
    2. Click Register a new client.Registration button
    3. Enter the client’s profile details.
    4. To register a family member, click Add Relationship. Repeat steps 3-4 for every family member the client wants to add.
      • To create separate login credentials for the family member, in Account Info, set the Personalized login credentials option to ON.
      • To use the same phone number for the family member, in Contact Info, set the Use phone number option to ON.
      • To use the same address for the family member, in the Contact Info, set the Use address option to ON.
    5. Click Save.
      • If you require a waiver for registration, the client must select the I agree to use Electronic Signatures checkbox and provide their digital signature. The waiver will be duplicated to all family members’ accounts.
      • Click Save. The client and any added family members are registered.

 

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