CRM Support & Access

Support Setting Up Trusted Contact Access

Two-factor authentication - a blessing and a curse. When you log into your Customer Relationship Management (CRM) software, and it sends you a text or email with a security code, that’s two-factor authentication (2FA). It makes our lives more secure, but makes it difficult for a trusted contact to get into your systems in case of an emergency.

In our base plan, we’ll provide guidance for granting your trusted contact secondary access to your CRM, so they’re not locked out when it matters most. Here’s how it works on the most common platforms coaches use.

Honeybook
Honeybook allows account owners to invite team members with customizable permission levels. We'll walk you through inviting your trusted contact as a team member with access to your client list and messaging, so they can act on your behalf without needing your personal login or 2FA code.

Dubsado
Dubsado supports sub-users with role-based permissions. We'll guide you through adding your trusted contact as a sub-user with access to client records and contracts, so they can step in without needing your credentials.

Practice Better
Practice Better's team/staff access settings let you add another user to your account. We'll help you set your trusted contact up with the right permission level to access client contact information and session history if needed.

Don't see your platform?
Most modern CRMs offer some form of secondary user or team-member access — the setup steps differ, but the goal is the same: your trusted contact gets a way in that doesn't depend on your personal phone or password. During your intake, tell us which platform you use, and we'll provide guidance specific to it.