To let clients self-serve sign up, follow these steps:
- Navigate to the Settings > General page and make sure Allow client user direct sign up is enabled.
- Copy the direct sign up link shown in the settings menu above. Then add a button on your marketing website that links to this URL. If you plan to add a custom domain, do that first as this URL will change.
- To give clients a streamlined onboarding flow, do the following:
- Go to Settings > Messaging and customize the welcome message clients receive when they first sign in.
- Set up any automations using Zapier if clients always need to complete the same tasks after sign up.