Client Account Management
Add and manage sub-accounts for your clients. They'll receive their own login with access to your practice's subscription benefits.
Your Client Accounts
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Send Credentials via Mail Merge
After bulk adding clients, use Microsoft Word to send personalized welcome emails.
Prepare Your Data File
The downloaded CSV contains Email, Password, and Status columns. Filter by status to find newly created accounts before mail merge.
Start Mail Merge in Word
Go to Mailings → Start Mail Merge → E-mail Messages.
Select Your Recipients
Click Select Recipients → Use an Existing List and choose your CSV file.
Insert Merge Fields
Use Insert Merge Field to add «Email», «Password», and «Status» placeholders in your email template.
Preview & Send
Click Preview Results to verify, then Finish & Merge → Send E-mail Messages.
Important: Ensure your email client (e.g., Outlook) is configured before sending. Large batches may trigger sending limits depending on your provider.