Getting started
Set up your account and learn your way around.
How do I…
- Create your accountSign up with your business name, email and a password to start your free trial.
- Choose your industryPick your type of business so Hydi adds a sample client, tasks and template for you to explore.
- Send your first taskAdd your first client and give them a task during setup, then send it or keep it as a draft.
- Verify your email addressConfirm your email with a code so Hydi can send reminders and email invitations for your business.
- Explore the sample dataLook through the sample client, tasks and template Hydi added so you can see how the work flows.
- Work through the setup checklistFollow the Getting Started card in the sidebar until your first client and task are set up.
- Find your way around HydiSee what is in the sidebar, where your account menu is and which parts only admins can open.
- Know what each role can doSee what staff members, admins and the business owner can each do in Hydi.
- Know what each plan includesSee which features come with every plan, which need Growth or above and how limits work.
- Know Hydi's key termsLearn the words Hydi uses for clients, tasks, statuses, templates, forms and files.