What the signup form asks for
1
Your name and business name
Name is you, the person who logs in. Business name is your business.
2
What do you do? (optional)
Pick the option closest to your business (Appointments & bookings, Classes & group sessions, Shop & commerce, Customer support, or Something else), or leave it on Choose one… and decide later.This sets which track the Get started checklist on your Overview dashboard follows once you sign in. See Set up your workspace. You can change it later from that same checklist with Change business type.
3
Email and password
Fill in Enter email address, Password and Confirm Password. The email must not already be in use.
4
Phone number
Pick your country dialling code and enter your Phone Number. DMLY guesses the country from your browser; change it if the guess is wrong.
5
How did you find us?
Choose one option from the dropdown. It is required.
6
Accept the terms and register
Tick the Terms Of Use checkbox, then select Register.
Why the business name matters
Business name is required, and it becomes your workspace name exactly as you type it. The workspace name is the business name (there is no separate business record underneath it), and it is what your customers see. Type it the way you want it to appear, capitalisation and all.You can change it later at Settings → Business Details → Business Name. See Business details.
You were invited to an existing workspace
You were invited to an existing workspace
If someone on your team invited you by email and you sign up with that same address, you join their workspace instead of creating one. The Business name field does not appear for you, and after registering you are taken to the invitation to accept it. See Team members.
Verify your email
DMLY emails you a verification link when you register. Until you select it, every dashboard page bounces you to a Verify Email Address notice with a Resend verification email button. Verify before you start setting things up.If an agency signed you up on their own branded platform, your account is verified for you: you land straight in the dashboard with no notice, and there is nothing to verify.
What you have right now
Signing up creates your user account and your workspace, with you as its Owner and Admin. There are no channels connected yet: no WhatsApp number, no Facebook Page, no Telegram bot. Sections that depend on a channel show a Connect a channel first panel until you connect one. There are no contacts, no templates, and no automations either. You land on the Overview dashboard. It will look empty, because it is.Next
Set up your workspace
The order to do things in: connect WhatsApp, fill in your business details, invite your team.
Find your way around
What each item in the sidebar does.