Let clients sign up by themselves

Let clients create their own account, without you adding each one. You allow sign-ups in Settings › Workspace › General. To change how the sign-up page looks, go to Settings › Brand › Sign-up & login.

Prepare the pages and allow sign-ups

1. Open Settings › Brand › Sign-up & login. Turn on Hide social login if clients should use only email and password.
2. Set the logo and the Login heading and Sign-up heading under Sign-up & login branding. See Set up the sign-up and login pages.
3. Select Preview pages to see both pages as a client will see them.
4. Enter the address of your own terms in Terms of Service URL on Settings › Brand › Domain & email: If you leave it empty, the sign-up page links to Zendo's Terms of Service.
5. Open Settings › Workspace › General and set Access, under Workspace access, so that anybody can get in. The selector then shows Everyone.
6. Select Save.

Tip: To welcome clients who sign up, you can add an onboarding card marked Visible to all. See Create an onboarding card.

Access controls the workspace, the client portal and the Front Desk together

Access is one setting for the whole workspace. It decides who can open your workspace and every client-facing address, including the Front Desk. The settings in Sign-up & login only change how the pages look. If Access does not allow sign-up, clients cannot open the sign-up page, even if you have designed it.

A heading you leave empty shows the default heading in each client's language. A heading you type is shown to every client in your words, in the language you wrote it.

A client who signs up sees only what is open to everybody

A client who signs up has not bought anything. They see:

• request types whose Who can submit is set to Everyone, not the ones limited to other clients or unlocked by a purchase. See Decide who can submit a request type;
• the default sidebar, the default dashboard and the default appearance of the client portal;
• onboarding cards marked Visible to all. These cards are the only way to welcome such a client.

A client who buys a service gets more

A client who buys from your Front Desk or from a service's own link gets an account during checkout. They also get what the service is set to do after the purchase: a request opened, a form waiting to be filled in, request types unlocked, or an onboarding card restricted to that service. A client who only signed up gets none of this. See Decide what happens after a purchase.

New accounts appear under Clients. Your team can also get the Client joined notification. See Every notification your team can get.

Related

• Add clients
• Set up the sign-up and login pages
• Create an onboarding card
• Decide who can submit a request type
• Take requests from people without an account

Updated on: 09/11/2026