Every Orbinly workspace starts with an agency account: the account your team uses to manage clients, projects and billing. You become its owner. Signing up takes about a minute, and the Free plan needs no credit card.

1. 1

   Go to the sign-up page

   Enter your name, work email and a password. Tick the box to accept the Terms of Service, Privacy Policy and Data Processing Agreement. You can't create an account without it.

2. 2

   Verify your email

   We email you a link. Click it to confirm the address and activate the account.

3. 3

   Name your agency and pick your address

   Choose the agency name your clients will see, and a short address (slug). Your portal will live at yourslug.orbinly.com.

4. 4

   Choose a plan

   Start on Free, or pick a paid plan. Paid plans start with a 14-day free trial and ask for a payment method up front.

5. 5

   Land in your dashboard

   You're taken to your admin dashboard, with a Get started checklist to guide the first few steps.

What happens next

• Your workspace starts nearly empty by design. Only Messages and the Client Portal welcome page are always on; you add the other apps you need from the App Library.
• You can invite teammates right away. How many depends on your plan: see Team members and roles.
• Prefer to explore first? Add sample data and clear it whenever you like.