How to do it
These steps are for PlanWell on the web.
- Use your email and password on the sign-in page, or an available provider sign-in button for the identity you use with PlanWell. Complete email confirmation or a security check if prompted.
- If you forget your password, choose Forgot password? on the sign-in page. When already signed in, open your account menu: business accounts choose Settings → Your account; clients choose Settings. Use Send password reset link to send instructions to your account email.
- In those account settings, review Ways to sign in to see which identities are connected. Use Sign out in the account menu when finished on a shared device.