2.1 Sign Up

The Signup feature in AgencyHandy enables new users to register an account, create a workspace, and begin managing their agency effectively. Signup is necessary to gain access to AgencyHandy’s tools and services. It allows users to create a personalized workspace tied to their agency for streamlined management.

Pre-conditions:

• A valid email address for registration and confirmation.

• A strong password that meets the platform's security requirements.

• Agreement to AgencyHandy’s Data Privacy Policy.

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Steps to Use: Registration

1. Access the Website:

   • Visit the AgencyHandy webpage.

2. Start the Signup Process:

   • Click on the Get Started for Free button.

3. Fill in Registration Details:

   • Enter the following mandatory details:

     • Email ID

     • Full Name

     • Password: Ensure the password includes a number, an uppercase letter, a lowercase letter, and a special character.

     • Workspace Name: This name will be displayed as your company name in the custom domain.

4. Agree to the Privacy Policy:

   • Tick the box to agree to the Data Privacy Policy.

5. Submit the Form:

   • Click the Sign-Up button to complete the registration.

     
6. Email Confirmation:

   • Check your email inbox for a confirmation link. Click the link to verify your account and activate it.

7. Verify Email:

   • Check your email inbox for a confirmation link. Click the link to activate your account.

8. Set Up Agency Details:

   • Choose your agency type (e.g., marketing, design, etc.).

   • Answer questions related to your agency's usage of AgencyHandy.

9. Specify Team Size:

   • Select the number of people on your team.

10. Indicate Referral Source:

    • Choose how you found AgencyHandy from the available options.

11. Complete Signup:

12. Click Next, and you’ll be redirected to the Company Home Dashboard.

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Important Notes:

• Ensure your workspace name accurately represents your agency, which will be part of the custom domain.

• Use a strong password for enhanced account security.

• If you don’t receive a confirmation email, check your spam folder or verify the email address provided.

• The onboarding steps help customize your AgencyHandy experience based on your agency’s needs.

• A confirmation mail will be sent to your email. Check your mailbox to verify your account.

• Choose the type of your agency.

• Answer the question related to agency usage. Click the Next button.

• Choose how many people are on your team.

• Select an option of how you find AgencyHandy.

• Voila! You are signed up successfully. You will be taken to the Company Home Dashboard.