Web App Setup
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The web application is one of the three applications in which Wise Option users can access their data. The tutorial below reviews how to get started.
Please note that not all features available in the desktop application are available in the web and mobile applications.
This URL is unique to YOUR business (i.e. another WO user from another business could NOT use yours to log in to their database).
If you would like to “Bookmark’ this site in your browser, make sure you edit the bookmark and copy the URL exactly how is when provided. When the browser loads the page, it alters the URL. Editing the bookmark with this URL will ensure it uses the original URL.
Another option is to create a button on your website with this URL. Please note, if you place this URL on a public website and someone clicks the button they will not be able to access the data without the username and password. If this is a route you would like to take, we recommend all users evaluate their password strength (i.e. add characters, numbers, capital letters, make sure your username and password are not the same, etc.).
Estimated Time to Complete – 10 minutes
Before beginning, make sure you have:
Your business's unique web app URL
If you do not have your unique web app URL, please email .
Click the tabs below based on the version of the Wise Option software you need instructions on.
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
Please copy and paste the URL to your desired web browser.
Click Home > Member log in.
Log in with your Professional username and password (the one you created in the desktop application).
Save the URL as a bookmark. Edit the bookmark and copy the URL exactly how is it above. When the browser loads the page, it alters the URL. Editing the bookmark with this URL will ensure it uses the original URL.
Example:
