What is file sharing?
As a Professional Hexfit user, you can be stakeholder in the file of several clients.
Clients can also have many professionals in their file.
Apply to become a stakeholder in the file of a client who already has a Hexfit account
Enter his email;
You will get this message:
You will be given three choices:
Send a request for access to my client:
The client will receive a request for approval by email and via their account in the mobile app.
You will have to wait for the client's approval to access their account.
Once answered, you will have access to the information already entered in his account (old programs, data, interventions, etc.).
Create a new account
A brand-new account will be created.
A username will be created using the first part of his email.
The customer's email will go to the “secondary” location.
(He will not be able to use it to connect to his new account).
An email will be sent to him allowing to create his password and download the mobile app.
Send a request + Create a temporary account
An access request will be sent to the customer by email and by their account in the mobile application.
A new account will be created in addition.
When the customer has approved your request to become a speaker, you can merge the accounts.
Confirmation email not received by client
Ask your customer to check their junk mail (SPAM);
Check that you have correctly written his email address when creating the account;
If the customer still doesn't receive anything, ask them to write us an email, so we can add it manually.
“I would like to authorize (the name of the professional) to become a stakeholder in my client account”.
The address is: [email protected]
If a message stating that a professional use this email, click here.
Merge client's accounts:
If you have created a temporary account, click here to learn more about merging clients.