Troubleshooting Log In with Clients

Troubleshooting Log In with Clients

Liscio Invitation

  1. Is the client looking at the most recent email?
  2. What browser is the client using? (ex. Chrome, Firefox, Internet Explorer, etc.) We highly recommend using Chrome. 
  3. Did the client copy/select the full link? (triple-clicking to highlight the full link, right click to open in new window)
  4. Has the client checked Junk/Spam mail for Liscio email?
  5. Is it past 7 days? If yes, the link is expired and you will need to resend the invite.
  6. Resend Invite to the client.

Logging In

  1. Is the client using the same email that is in Liscio?
  2. Send the client a Reset Password Link. (Are they looking at the most recent email if you sent multiple?)
  3. Have the client use the Magic Link.
  4. Make sure the client is using the correct URL (FirmName.liscio.me).

If further assistance is needed please contact Liscio Support: support@liscio.me





    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Troubleshooting Login

        Liscio Invitation Is it past 7 days? If yes, the link is expired and your firm will need to resend your invite.  Are you looking at the most recent email? What browser are you using? (ex. Chrome, Firefox, Internet Explorer, etc.) We highly recommend ...
      • Liscio's Client Introduction Email Templates

        As part of your Liscio rollout, clients should be prepared in advance of receiving their invitations. One effective method to achieve this is through an email campaign that introduces Liscio to your clients. The Liscio Client Introduction Email ...
      • QuickBooks Integration: Troubleshooting

        Troubleshooting Tips for the Lisio-QuickBooks Integration If you have created a Customer in QuickBooks, ensure you have run a new sync to bring the record onto the Liscio integrations page. If you create a new Account in Liscio with the status of ...
      • Troubleshooting Liscio Connectivity

        Note: This is a technical article meant for the IT personnel or anyone responsible for IT troubleshooting in your firm. If you're here, it means your firm is having trouble connecting to Liscio. There are a few reasons as well as fixes for that. Go ...
      • Client Adoption & Liscio Implementation

        Client adoption takes a consistent and persistent effort from the firm.  Here are a few ways to help build client adoption: Email Signatures  Change employee email signatures to reflect your move to Liscio. Your message should reiterate that your ...