Getting started
Setting up a practice, signing in, the second step that protects every account, and finding your way around.
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- Setting up your practiceCreate a practice on Weft, confirm your email address, and sign in once the practice is approved.
- Signing inSign in with your email address and password, choose a practice if you work at more than one, and finish with your second step.
- Setting up multi-factor authenticationAdd a passkey or an authenticator app as your second step, keep your backup codes, and manage trusted browsers and open sessions.
- Resetting your passwordAsk for a reset link from the sign-in screen and choose a new password.
- Accepting an invitation to a practiceJoin a practice from the invitation email, set your password and set up your second step.
- When you cannot finish signing inWhat to do when your phone, security key or backup codes are not to hand, and how to ask an administrator to clear your second step.
- Searching and moving around WeftUse the search in the header to jump to a client, a session, a message, an invoice or a screen.
- Finishing setting up your practiceComplete the setup panel and return to the work left on the dashboard.
- Reading your dashboardFind the work waiting for you on the dashboard for your role.
- Keeping a to-do list for the practiceCreate, assign and move the practice's to-dos through their statuses.
- Reading your notificationsOpen the bell, follow an announcement and clear its unread marker.
- Choosing a practice when you sign inChoose which practice to enter when you work at more than one.
- Staying signed in: the session warning and lockRecognize the session warning and return after being signed out.
- Updating your account and pictureFind your account settings and choose a profile photo.
- Reading the terms, privacy policy and BAAOpen the published agreements from the practice sign-up form.