Skip to content

Getting started

What it does

Getting started covers the very first things you do in BotDoPay: creating an account, confirming your email address, signing in, and joining the right company.

How to use it

Create a new company account

Use this if your company is not on BotDoPay yet and you are the one setting it up.

  1. Go to the sign-up page.
  2. Fill in Company name, First name, Last name, Email, Password, and confirm the password.
  3. Click Create account.
  4. You'll land on a Check your email page. Open the email BotDoPay just sent you and click the confirmation link.
  5. The link signs you in and drops you on your dashboard.

You can also click the Google button at the top of the sign-up page instead of typing a password. If BotDoPay hasn't seen you before, it asks "What's your company called?" — type your Company name, click Continue, and you're in.

Join a company that's already on BotDoPay

If someone at your company already set up BotDoPay, don't create a second account for the same company — ask to join the existing one.

  1. Start on the sign-up page and fill it in as above, using your company's name.
  2. When you click Create account, BotDoPay tells you the name is already taken and offers a Request to join [your company] button.
  3. Click it, add a note if you want one, and send the request.
  4. You'll see Request sent. An admin at your company gets an email.
  5. When they approve you, you'll get an invitation email. Open it, fill in your name and a password, and click Accept invitation.

Accept an invitation

If an admin invited you directly, you'll get an email with a link.

  1. Open the email and click the link. The page says You've been invited to [company].
  2. Fill in First name, Last name, Password, and confirm the password.
  3. Click Accept invitation. You'll land on the dashboard.

Sign in

  1. Go to the sign-in page.
  2. Enter your Email and Password.
  3. Click Sign in.

Or click the Google button if that's how you signed up. If you've used both, they work together — signing in with Google takes you to the same account.

Reset a forgotten password

  1. On the sign-in page, click Forgot your password?
  2. Type your email address and click Send reset instructions.
  3. Open the email, click the link, type your New password twice, and click Update password.

Troubleshooting & Help

  • "Confirm your email address before signing in." Your account is made but not switched on yet. Click Resend confirmation link on that same screen, then open the new email.
  • The confirmation link says "That link didn't work." Confirmation links stop working after a while, and each one can only be used once. Type your email into Your email address on that page and click Send a new link.
  • You never got the email. Check your spam or junk folder, and check the address you typed for a typo. Then use Resend confirmation link.
  • "Email has already been taken." There's already an account with that address. Try signing in instead, or use Forgot your password? if you don't remember the password.
  • "Company name has already been taken." Someone at your company has already set up BotDoPay. Use the Request to join button instead of making a second company.