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Sign Up Process for New Client

How to Sign Up for a New Client Account #

  •  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.