If a client creates an account through the Instant Book Form feature, they're assigned a password. Clients can set or reset their password in two ways.
Clicking "Forgot Password" upon login
When they log into the app or website later, they can click "Forgot Password" to set their password, as long as they use the same email they submitted the form with.
Customizing the New Registration Auto-email
You can also customize the New Registration transactional email sent to anyone who creates a new profile in Mariana Tek to add a link to set/reset their password.
To customize this email, while logged into Xplor Growth, navigate to Automation > Transactional Messaging > New Registration > View Email
Click Edit Email.
Enter the text "To set or reset your password, click here."
Highlight the text "click here" to add a hyperlink.
URL: Copy and paste the variable: {{ password_reset_link }}
Text to display: Click here
Title: Reset Password
Open Link in: New Window
Click Save Template.
In the top left corner, click Go Back.
Verify that your email looks the way you want, double-check the link by clicking on it, and send yourself a test if you wish.
