Help

First login

Getting into your new PBHQ account for the first time.

1. Find your welcome email#

When PBHQ creates your account you'll get an email with the subject "Welcome to PBHQ — Let's Get Your Field Set Up!". It contains a link to set your password and confirms the email address your login is tied to.

2. Set your password#

  1. Click the "Set your password" link in the welcome email.
  2. Enter a password twice and submit.

Didn't get the email, or the link expired? Go to /accounts/password_reset/ on your PBHQ site, enter your email address, and you'll get a fresh link.

3. Sign in#

Go to your PBHQ URL and sign in with your email address and the password you just set. You'll land on the dashboard.

Your PBHQ account holds customer names, emails, phone numbers, and signed waivers. Protect it.

  1. In the sidebar footer — bottom-left, under your name — click "Security".
  2. Follow the prompts to add a second factor.

Once two-factor is on, you'll be asked for a code each time you sign in.

5. Log out#

The "Log out" link sits in the same sidebar footer, next to "Security".

Changing your password later#

Who can do this: Owners, from Sidebar → Business → Settings → "Change Password".

  1. Expand the "Change Password" card at the bottom of Settings.
  2. Enter "New Password" and "Confirm New Password".
  3. Click "Update Password". You'll see "Password updated successfully."

Managers and Staff don't have access to Settings — they change their password through the password reset link at /accounts/password_reset/.

What's next#