How to Restart an Assessment from the Client Portal
This article explains how to restart or continue an assessment from the Path2Profit Client Portal, and covers known issues you may encounter during the process.
How to Continue an Unfinished Assessment
If you started an assessment but didn't finish it, you can pick up where you left off:
Log in to the Client Portal using the same email and phone number you originally registered with.
Navigate to your Assessments section.
Select the incomplete assessment. The system will resume from where you left off.
Your progress is automatically saved, so you won't need to re-answer any questions you've already completed.
Issue: Assessment Doesn't Resume Where You Left Off
What happens: You reopen an unfinished assessment, but instead of continuing from where you stopped, the assessment behaves unexpectedly or doesn't recall your previous answers.
Why this happened: A previous bug prevented the system from retrieving the saved conversation data when reopening an assessment. As a result, the assessment couldn't resume from the correct point.
Resolution: This has been fixed. The system now correctly retains and retrieves your assessment progress, allowing you to continue from where you left off. If you're still experiencing this issue:
Refresh your browser and try again.
Clear your browser cache and cookies, then log back in.
Make sure you're logging in with the same email and phone number you used when you started the assessment.
If the problem persists, contact support.
Issue: New Assessment Matches a Different Lead's Data
What happens: You start a new assessment as a new lead using a unique email and phone number, but the system pulls up someone else's assessment or redirects you to a results page you never completed.
Why this happened: The system was previously using phone numbers alone to identify users. If a phone number wasn't matched exactly (for example, due to formatting differences), the system could incorrectly link the wrong user to the wrong assessment.
Resolution: This has been fixed. The system now identifies users by their account rather than by phone number alone. Phone numbers are normalized and stored consistently when you submit the form. What this means for you:
You will only ever be directed to your own assessment.
Unexpected redirects to someone else's results page have been eliminated.
The experience from sign-up through assessment completion is now consistent.
Issue: "Session Expired" Error During Phone Verification
What happens: While going through the assessment sign-up, you click to receive your phone verification code and immediately see a "Session Expired" error, even though you were actively using the system.
Why this happened: The system uses a session cookie to carry your data between steps of the form. In some cases (browser security settings, navigating between pages, or server routing), the cookie wasn't transmitted properly, causing a false timeout error.
Resolution: This has been fixed. The system now uses a backup verification token alongside the session cookie, so even if the cookie fails to transmit, the process continues without interruption. If you still see this error:
Make sure your browser allows cookies for the Path2Profit site.
Avoid navigating away from the assessment tab mid-flow.
Try using Chrome or another modern browser with default security settings.
If the error continues, contact support.