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How to Set Up Your New Joy Pilot Account

Greg Hanton avatar
Written by Greg Hanton
Updated over a week ago

Getting started with Joy Pilot is straightforward and fuss-free as our aim is to get you up and running as quickly as possible. The initial setup is a simple process that involves providing some basic information, and before you know it, you'll be exploring the features of your new Joy Pilot dashboard. Here's how to create your account:

Step by Step Guide to Account Creation

  1. Click on the 'Sign Up' Button: Begin by visiting the Joy Pilot homepage. Look for the 'Sign Up' button, which is usually prominently displayed upper right, and click on it to start the process. We also have 'Sign Up' and 'Join Now' buttons peppered throughout the site that will also allow you to start the sign up process.

  2. Enter Your Details in the Green Popup Window: A green popup window will appear asking for some basic details. Please enter your first name, last name, and email address correctly here.

  3. Click the 'Submit' Button: After you've filled in your details, click the 'Submit' button to proceed. This lets us know you're ready to join the Joy Pilot community.

  4. Check Your Inbox for the Activation Email: Head over to the email inbox you provided earlier. Look for an activation email from Joy Pilot. Remember to check your clutter or junk folders just in case the email got redirected there by mistake.

  5. Click the 'Confirm' Button in the Email: The activation email contains a 'Confirm' button. Clicking on this button is crucial as it verifies your email and takes you to the next step of the setup.

  6. Complete the Account Setup Page: You'll now be taken to the account setup page within Joy Pilot. Here, you'll need to enter the minimum required information to set up your account. This step is important to ensure that your account is personalised and ready to use.

  7. Save Your Information: Once you've entered all the necessary information, make sure to press the 'Save' button. This action saves your setup preferences and finalises the initial setup process.

  8. Welcome to Your Joy Pilot Dashboard: After saving your information, you'll be directed to the dashboard page of your new Joy Pilot account. This is where the magic happens, and you'll start your journey with Joy Pilot.

In Summary

Setting up your Joy Pilot account is as easy as following these simple steps. From clicking the 'Sign Up' button to landing on your dashboard, every step is designed to be user-friendly and hassle-free. Now that you're set up, you have the world of Joy Pilot at your fingertips. Explore, experiment, and enjoy all the features available to you. If you're curious about what to do next, why not check out our guide on customising your first invoice or setting up your contacts for your NZ or UK business? Welcome aboard, and happy exploring!

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