Two-Factor Authentication

Enabling Two-Factor Authentication can add a second layer of protection to your account and we highly recommend enabling for additional security for your account, combining something you know (password) with something you have (phone).

Once enabled, when you sign in from a browser we don't recognize, we will send a single-use code to your phone for you to enter during sign in before your dashboard and account loads.

In this Article:

For Owners or Managers:

For Staff:

For Clients:

Require Two-Factor Authentication

As an owner or manager, you can set the system to require 2 factor authentication for just staff, or staff + clients. If enabled, users will be required to configure text or voice call two-factor authentication on their next sign-in.

To manage this, go to:

  • Practice Settings (left menu)
  • Find the section Security Settings, in the top right corner click
  • Change Require Two-Factor Authentication to your desired setting:

For more information about this, check out our Practice Settings article.

Enable Two-Factor Authentication (staff)

To enable this on your account, go to:

  • My Profile (left menu)
  • Find the section Two-Factor Authentication
  • Click Turn On (blue button)

⚠️ Re-enter your password to confirm this action, then follow the setup wizard.

  • Enter your phone number first
  • Confirm the two-factor method (bottom left):
    • text/sms (default)
    • or phone/voice call
  • When done, click (bottom right):

  • Enter the 8 digit code that was delivered
  • Didn't get it? Click (bottom left)
  • When done, click (bottom right):

🎉 Congratulations! You've successfully set up two-factor!

Once Enabled - On Unrecognized Devices

When you sign in from a computer we don't recognize, we will send a single-use code to your phone for you to enter during sign in.

If you opt to remember your device for specifically two-factor, we will remember it for up to a year.

The prompt will look similar to below:

⚠️ Note: Seeing this message on a browser and think you shouldn't be?

We store cookies on your browser to recognize you, but if you clear cookies,login on a different browser (even on the same computer), or use private/incognito modes, you will likely see this message.

  • Enter the new code, select the correct authorize option, and click (bottom right)
  • Didn't get the code? Click (bottom right)

Managing or Disabling Two-Factor Authentication (staff)

To manage or disable two-factor authentication under your own profile once already enabled, from the left menu go to:

  • My Profile
  • Find the section "Two-Factor Authentication"
    • If you wish to completely disable 2-factor authentication (not recommended, unless you are encountering issues), click the  button, and follow the prompts
    • If you wish to simply change the authentication type, including Phone Number, and delivery options, click the far right Change link instead, and follow the prompts

Enable Two-Factor Authentication (clients)

Once signed in, clients would go to:

  • From your dashboard, find the top center section Account Set Up → Enable Two-Factor Auth
  • Click the far right arrow (1) below:
  • For alternative steps (2) click here

⚠️ Re-enter your password to confirm this action, then follow the setup wizard:

  • Enter your phone number first
  • Confirm the two-factor method (bottom left):
    • text/sms (default)
    • or phone/voice call
  • When done, click (bottom right):

  • Enter the 8 digit code that was delivered
  • Didn't get it? Click (bottom left)
  • When done, click (bottom right):

🎉 Congratulations! You've successfully set up two-factor!

Managing or Disabling Two-Factor Authentication (clients)

Once set up, you can manage your settings under:

  • My Profile (left menu)
  • To the right find the menu, then the blue toggle with Two-Factor Authentication
  • Click the blue toggle to disable two-factor:

  • Once you confirm the prompt, you'll see this signifying two-factor is disabled:

  • Click the grey toggle switch to re-configure two-factor