Feature Requests
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Include link to reset password in Client Signup Email

Joe Davis shared this idea 4 months ago
Under Consideration

When manually creating clients, the process to get the user to create their password is extremely cumbersome. It would be great if we could include a link in the Client Signup Email that allows the client to immediately set their password.

Currently, the workflow for getting a manually-created client to set their password the first time is:

1. Client signs up for services via the phone or after an in-person meeting and signing of a physical contract.

2. We setup the client's account in WHMCS and send them the Client Signup Email.

3. Client Signup Email doesn't contain a password so we ask the client to click a link in the email that takes them to the password reset request page on our WHMCS site.

4. Client enters their email address on our site and WHMCS tells them to check their email for further instructions.

5. Client checks their email and clicks the "Reset your password" link.

6. Client enters their desired password on the page.

7. Client can click the continue button and finally be logged into the site.

So, if we were able to include a merge field in the Client Signup Email template that would send the client to a specific WHMCS page allowing them to set their password, the workflow would be simplified to this:

1. Client signs up for services via the phone or after an in-person meeting and signing of a physical contract.

2. We setup the client's account in WHMCS and send them the Client Signup Email.

3. Client clicks the link to in the email which takes them to our WHMCS site where they enter their new password.

4. Client is logged in. Done.