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Changing your email

How do you change your email address?

Updated over a month ago

Changing your email lets you update the address you use to sign in and receive important notifications. This helps you keep your account secure and ensures all communication reaches the inbox you use most.


Steps to change your email

  1. Click on your profile icon or go to My profile settings.

  2. Click "Edit".

  3. Change the email address to your new email address.

  4. Go to your email inbox (the inbox of the new email address).

  5. Click the link within the email.

  6. Log in with your email.


Troubleshooting


Steps to change the email for an account managed by Google​

  1. Go to Your Team.

  2. Add a new team member with your name and the other email.

  3. Transfer all clients and appointments to that user.
    ⚠️ This step is extremely important, or you may lose access to your account.

  4. Once added, make sure you click on the new user and enable all Permissions to Everything.

  5. Go to Settings/Workspace settings.

  6. Scroll down to the Danger Zone.

  7. Transfer ownership to your new email.

  8. Go back to Your team.

  9. Delete the previous unwanted email.

If you are on a paid plan, adding another member might charge your account for an additional seat. Don't worry, deleting the previous email address shortly will trigger a credit for the full amount, which will be deducted from the following charges.


Can't change email address - account already exists

  • If you're a team member in a workspace, you'll need to invite the new email address to your workspace as a team member, then transfer the permissions to that new user.

  • If you're a client, you'll need to sign in with that new email address and ask your service provider to update the patient record's email address to your new one.

Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

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