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HS: How to Setup Your Account: Welcome Sheet

Fourth Customer Success Portal
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Overview

To set up your HotSchedules account, you will be provided with either a Welcome Email or a Welcome Sheet by your manager. 

Finger01.pngThis article shows how to set up your account if you have received a Welcome Sheet.

If you have received a Welcome Email instead, please view HS: How to Setup Your Account: Welcome Email.

If you have not received either of these, please direct your manager to HS: Managers' Guide to Welcome Email and Welcome Sheet.

The Welcome Sheet will contain your initial username and password - which will be a string of numbers, as shown in Fig.1.

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Fig.1 - Welcome Sheet login details

Please note: These instructions are not applicable to the Global Profile login. See HS: Global Profile for assistance with that process.

  • Log in with the Username and Password from your Welcome Sheet 

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Fig.2 - Login screen

You will then be directed to the setup page.

  • Create a new Username and Password
  • Set up three security questions
  • Select Create Your Profile

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Fig.3 - Setup page

If you need further assistance please reach out to your manager who can reference this Login FAQ article for Managers for additional troubleshooting steps.

If you require technical assistance, please contact us through the blue Help button in the bottom-right corner of this screen or refer to our Support Contact Information article.

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