Sellify
ONBOARDING

Complete account and workspace setup

Review the setup prompts, confirm your business context and check access afterward.

Onboarding collects the context needed to set up your account and workspace. The exact sequence can depend on your access arrangement and the version available to you.

Prepare before starting

Have your sign-in email, intended workspace name and business information ready. If you have a public website, keep its address available. If you were invited or purchased access, use the corresponding account instructions.

Follow the current setup

The setup can ask you to enter a website, review information from a scan, provide your name and workspace details, identify your business type, choose Products or Services and review a plan. Some versions include a creative preview.

Review AI-suggested information before confirming it. If a website cannot be scanned, use Try again or the available Continue without website path. Do not select a paid plan simply because an old guide tells everyone to choose “Pro monthly.” Use the offer actually available to your account.

Check that setup has finished

Wait for the final success or navigation to the workspace. Then check the workspace name, available tools and plan assignment. After setup, check Products for your saved records. Any creative preview still needs review; it does not launch a campaign.

Open Products and inspect what is saved before creating anything again. Follow Start here for the working product-and-angle journey.

Resume or correct setup

Return with the same account and intended workspace. Follow the saved step the app presents. Use Back or completed stages when available to correct an answer. Changing earlier information can require later steps to be confirmed again.

For a completed workspace, Settings → General → Restart onboarding can reopen setup where permitted. Read the confirmation and coordinate with the owner; resetting is not the first remedy for missing credits or a generation failure.

If activation does not finish

Check required fields, the exact error and whether a purchase was already completed. Avoid a duplicate purchase. Report the account and workspace details if the same problem remains.

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