Flex Sub-Account Dashboard Not Created

Troubleshooting Flex Access Issue - Watch Video

Quick Fix for No Flex Access in Account

1. Identify the Issue

   • No Flex account created for a new customer.

2. Access WordPress Dashboard

   • Go to company.topline.com/wp-admin and log in as an admin.

3. Check User Account

   • Navigate to Users > All Users to search for the user account.

   • If the user account is not found, create a new user with the same email and desired username/password.

4. Assign Butler Settings

   • After creating the new user, scroll down to Butler settings.

   • Choose the Butler coach and location ID.

   • Obtain the location ID from Settings > Business Profile.

   • Update the settings to link the account with Flex.

5. Verify Access

   • Confirm that a Flex account has been successfully created under the user account.

6. Add Credits (Optional)

   • To add credits for promotions or sign-ups, access the user account and add credits manually.

7. Finalize

   • Ensure all necessary actions have been completed successfully.

Link to Loom

https://www.loom.com/share/074e3c4e87cd46b78191dcecf50beaf9