Create an account and choose the type

Creating an account takes a few minutes. You enter your name, email and password (or sign in with Google), confirm your email with a code and choose the account type. The type is the most important decision in signup: it defines whether each client gets its own space or everything lives in a single one.

Before you start

• Use a work email you can open right now: the confirmation code goes there.
• If someone already invited you to an agency or a client, do not create a new account from the website. Use the invitation link, as explained below.
• Know whether you will serve clients or just your own business. That's what decides the account type.

Step by step

1. 1
   Step 1

   Open signup

   On the website, click to create an account. The Create your account screen notes that every plan includes a free trial, no card required.

   • Name: how your team will see you.
   • Work email: your sign-in email.
   • Password: at least 8 characters.
   • Or click Continue with Google to use your Google account, with no password.
2. 2
   Step 2

   Confirm your email

   After you click Create account, the Confirm your email screen asks for the 6-digit code sent to your email. Paste the code and click Confirm. If you signed in with Google, you skip this step.

3. 3
   Step 3

   Answer "Who are you?"

   This is the first step of the setup wizard. The cards come in two groups:

   • I serve clients (1 workspace per client): Agency or Freelancer.
   • Just my business (a single workspace): Company or Solo entrepreneur.
4. 4
   Step 4

   Follow the wizard

   Clicking a card takes you straight to the next step. From here, the wizard changes depending on the type. Continue in Initial agency setup or Initial company setup.

Which type to choose

• Spaces

  Agency or Freelancer

  One per client, plus the agency view

  Company or Solo entrepreneur

  Just one

• Clients menu and portfolio

  Agency or Freelancer

  Yes

  Company or Solo entrepreneur

  No

• Client portal

  Agency or Freelancer

  Yes, each client with their own login

  Company or Solo entrepreneur

  No

• Agency BM and MCC

  Agency or Freelancer

  Connect once and distribute the accounts among clients

  Company or Solo entrepreneur

  Connect your own business's accounts

• Team

  Agency or Freelancer

  The agency team and, inside each client, the client's people

  Company or Solo entrepreneur

  The people in your business

• Plans

  Agency or Freelancer

  Starter, Pro, Scale and Enterprise

  Company or Solo entrepreneur

  The same: Starter, Pro, Scale and Enterprise

Agency and Freelancer create the same kind of account; the only difference is how you describe yourself. The same goes for Company and Solo entrepreneur. Plans and prices are the same for both types; see Plans and pricing.

Illustrative screen

Farol Agency/Home

Ask RelatorAIPT

Get your first client up and runningSet up the agency once, then follow the client journey until they receive their first report.

Agency · once

• Connect the agency BM and MCC

  Next
• Apply the agency brand

  Pending
• Invite the internal team

  Pending

1

Per client

• Add the client

  Pending

2

1. 1What the agency sets up once.
2. 2Each client's journey, which starts when you add the first one.

If you received an invitation

People invited by an agency or a client do not go through the wizard. Open the link in the invitation email and create your password (or sign in with Google). On your first visit, the Welcome to… window asks for your first name, last name and a photo so your team can recognize you; you can click Skip for now.

If you belong to more than one organization, the You belong to more than one organization screen asks which one to open now. You can switch later.

Common problems

• "Invalid code." The code expired or was mistyped. Request a new one and use the latest.
• The invitation link says it expired or was already used. Ask the person who invited you to resend it.
• I landed on a waitlist instead of signup. Signup may be temporarily closed. If you have an invitation, use its link, which goes straight through.