Table of Contents
How to Sign Up for a New Client Account #
- To create an account, follow the link to the provided subdomain, e.g. . https://dynamo-strategies.agencysimplifier.com/login
- Click on ‘Create an account’.
- A modal dialog box will open.
- Enter Your First and Last Name:
In the fields labeled First Name and Last Name, type your first and last name, respectively. - Input Your Email Address:
In the Email field, provide a valid email address that will be associated with your account. - Set a password:
In the Password field, create a secure password.
If you’d like to see what you are typing, click the eye icon next to the password field to reveal it. - Confirm Your Password:
In the Confirm Password field, reenter the same password to confirm it.
Again, you can click the eye icon to make the password visible. - Complete the signup:
Once all fields are filled out, click the Signup button (orange) at the bottom right.
Click Close (gray button) to exit without creating an account.
- After clicking on the ‘Signup button’, a success message is displayed. Click on the ‘Ok’ button.
- A welcome message is displayed.
- Verification
Check your email for the confirmation link and verify your account.
- Password Email
Your password will be sent to your email for security purposes.
- Sign In to your account
After the sign-in process , you’ll be directed to the onboarding page.