Two-Factor Authentication
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:
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