Client Setup


Accessing the Client Account

Open the ‘bizdoconline.com’ website.

Login with the username and password provided when the client account was created.

When the web page opens, it contains a ‘Client Options’ menu (see below).


‘Client Options’ Menu

The first time the webpage opens the ‘Client Options’ menu contains three items (see below).

Two additional items are added to the menu once data is entered on the ‘People Profile’ and ‘Titles and Responsibilities’ form (see below).