If a client creates a Mariana Tek account via the Instant Book Form feature, they have a password assigned. There are two ways for a client to set or reset their password.
Clicking "Forgot Password" upon login
When they log into the app or website at a future date, they can simply 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
Additionally, you can customize the New Registration transactional email that is sent to anyone when they create a new profile in Mariana Tek, to add the 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.
