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Changing your email

How do you change your email address?

Updated over a week ago

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 email for account managed by Google


1. Go to Your Team
2. Add a new team member with your name and other email

3. Transfer all clients and appointments to that user
4. ⚠️ This step is extremely important or you may lose access to your account. ⚠️ 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, when you delete the previous email address, this will enable a credit for that full amount that will be deducted from following charges.


Can't change email address - account already exists

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

  • If you're a client, you'll need to sign up/in with that new email address and ask your service provider to change the email address of the patient record to your new email address

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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