This page provides a starting point for navigating help content across the Clario application.
Use the sections below to access detailed guidance on key topics—like logging in, using your dashboard, completing tasks, and managing reminders.
Getting Started
This guide shows you how to log in for the first time, create a secure password, and save your login details so it’s easier to sign in next time.
Using the Dashboard, Calendar & More
This guide shows you how to check your daily tasks, view upcoming activities, and find helpful tools in Clario. You’ll learn how to use the dashboard, open the calendar, find support, and log out safely when you're done.
Completing Tasks
This guide shows you how to start and submit a form, review and change your answers, understand different question types, and sign an affidavit when needed.
Troubleshooting and Other Scenarios
This guide explains what to do if something unexpected happens—like losing connection, switching devices, closing your browser by mistake, or seeing a message that an activity is no longer available. You’ll also learn how Clario helps protect your progress and what to expect in special cases.
Notifications and Reminders
This guide explains how you’ll receive alerts about your tasks—like when to start, when to follow up, and what to do if you miss a reminder. Notifications may come by email or text message, depending on your setup.
Frequently Asked Questions
How do I reset my password?
If you forget your username, here’s how to reset it:
Start at the login page: Tap “Reset Password.” You’ll see a message stating that Clario’s sent a notification to your email containing password reset link.
Open the reset link: You can open it by:
Tap the button in the email or link in the SMS
Copy and paste the link into your browser
Scan the QR code using the device you’ll use during the trial
Choose a new password:
Enter and confirm your new password. If the format isn’t correct, you’ll see a message to help fix it.
Tap Reset.
If accepted, you’ll see “Account Successfully Updated” and can log in with your current username and new password.
How do I reset my username?
If you forget your username, here’s how to reset it:
Start at the login page: Tap “Reset Username.” You’ll see a message asking you to contact your site staff.
Get help from your site staff: They’ll arrange for a reset link to be sent to your email.
Open the reset link: You can open it by:
Tap the button in the email or link in the SMS
Copy and paste the link into your browser
Scan the QR code using the device you’ll use during the trial
Choose a new username:
Enter your new username. If the format isn’t correct, you’ll see a message to help fix it.
Tap Reset.
If accepted, you’ll see “Account Successfully Updated” and can log in with your current username and new password.
If not accepted, try a different username and tap "Reset" again.
