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Kapi - Documentation
  • Pages
    • Start here / Commencer ici
      • English - Doc
        • Intro to Kapi
        • Kapi Settings
          • Company Account Settings
            • Financial information
              • Kapi Pay
            • Your colors
            • Logo & Favicon
          • Creation of your sales catalog
        • Kapi's modules
          • Addresses
          • Bundles
          • Contacts
          • Custom Fields
          • Deals
          • Items Modifiers
          • Items
          • Leads
          • Payment plans
          • Projects
          • Regions
          • Service apointments
          • Transactions
          • Users
        • User flows
          • icon picker
            Login / Reset password
          • Navigation on Kapi
          • Invite your colleagues
          • Manage my personal account
          • Booking Services
            • Flexible Booking
            • Fixed booking
          • Using an external CRM
      • Français - Doc
        • Les parcours utilisateur
          • Connexion / Réinitialiser le mot de passe
          • Navigation sur Kapi
          • Création de votre catalogue de vente
          • Gérer mon compte personnel
        • Les modules de Kapi
          • Prospects
        • Paramètre de Kapi
          • Informations financières
          • Your colors
          • Logo & Favicon

Login / Reset password

(Version Française → )

How to Login

It all starts with by your sales rep sending you a username, password and link to your Kapi account. Click on the link provided and you’ll land on your Login Screen where you’ll be able to enter your credentials and click on the Sign In button.
Login.gif

How to reset your password

If the password provided doesn’t work or you just forgot it, you can click on the reset password button, provide your email address and click the “Reset password button”. Once submitted you will receive an email with the instructions to reset your password.
image.png
Next, you click on the link provided in the email and it will lead you to a screen where you can set your new password. If you receive an error message when logging in or when attempting to reset your password, then contact your sales agent.

How to log out


It all start by clicking on your name tag located in the right upper corner or the Log out button.
image.png
Once you click on your name tag you’ll be prompted with 2 options
See My Profile
Logout
Click on Logout
Next, you’ll see a confirmation asking if you want to logout.
Click on the Logout button
You will be taken out of your profile and redirected to the Login screen.

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