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Quick Start Guide

Quick Start Guide to Dotify

Welcome to Dotify, the platform designed for digital agencies and freelancers who want to manage clients, deadlines, and payments in a simple and organized way. This guide walks you step by step from registration to creating your first deadline.

1. Registration

You can create your Dotify account in two ways:

  • Email and password – Enter your email address and choose a secure password. You will receive a confirmation email to verify your account.
  • Google OAuth – Click on “Sign in with Google” to register in a single click using your Google account. You won’t need to remember any additional password.

Tip: If you work in a team, each member will need to create their own account. You can then invite them to your workspace from the Settings section.

2. Onboarding: Set Up Your Account

After registration, Dotify offers two initial setup options:

Quick Setup (recommended)

With a single click, Dotify automatically configures your workspace:

  1. 6 default statuses for deadlines (To renew, Notified, Notified 2x, Awaiting payment, Paid, Cancelled), each with its own identifying color.
  2. 5 service types ready to use: Antispam, Domain, Hosting, PEC, and Cloud.
  3. Email templates pre-configured in your language, ready to send notifications to clients.
  4. 14-day Plus trial automatically activated, to try all advanced features without entering any credit card.

Tip: Quick setup is the ideal choice if you want to start working right away. You can always customize statuses, service types, and templates later.

Manual Setup

If you prefer to have full control from the start, you can manually configure every aspect:

  • Create your custom statuses with the colors you prefer.
  • Define service types specific to your business.
  • Configure email templates from scratch, adapting them to your communication style.

3. Automatic Detection of Language, Timezone, and Currency

On your first login, Dotify automatically detects from your IP address:

Parameter Description Example
Language The interface is set in your language Italiano
Timezone Times and notifications synchronized with your time zone Europe/Rome (UTC+1)
Currency Amounts and reports displayed in your local currency EUR (€)

You can change these settings at any time from the Settings > General section.

4. Create Your First Client

Now that your account is set up, you can add your first client:

  1. Go to the Clients section from the main menu.
  2. Click on “New client”.
  3. Fill in the main fields: name, company, email, and phone.
  4. Add any additional information such as VAT number and address (with autocomplete via Google Places).
  5. Assign one or more tags to categorize the client (for example: “Web”, “E-commerce”, “Priority”).
  6. Click on “Save”.

Tip: Use tags with custom colors to identify client types at a glance. For example, red for clients with overdue payments, green for those in good standing.

5. Set Up Your First Deadline

With the client created, you can set up your first deadline:

  1. From the client card or from the Deadlines section, click on “New deadline”.
  2. Select the client to associate with the deadline.
  3. Set the due date.
  4. Enter the amount and, if applicable, the associated cost.
  5. Choose the service type (e.g., Hosting, Domain, PEC).
  6. If the deadline repeats, enable recurrence by choosing from monthly, quarterly, semi-annual, or annual.
  7. Click on “Save”.

The deadline will appear on your dashboard with the status “To renew” and, if you have configured notification rules, Dotify will automatically send reminders to the client at the scheduled times.

6. 14-Day Free Trial – Plus Plan

Every new account automatically receives a 14-day free trial of the Plus plan, which includes all advanced features:

  • Unlimited clients and deadlines
  • Block-based email editor
  • Custom SMTP
  • Branding with custom logo and footer
  • Advanced financial reports

No credit card required. At the end of the trial, your account will automatically switch to the Free plan. You can upgrade at any time without losing your data.

Tip: Make the most of your 14-day trial to explore all of Dotify’s advanced features. Set up automatic notifications, customize email templates, and try the financial reports to see how much Dotify can simplify your daily work.

Next Steps

Now that you have completed the initial setup, we recommend that you:

  • Import all your clients and their deadlines.
  • Configure notification rules to automate reminders.
  • Customize email templates with your branding.
  • Explore the Payments and reports section to keep track of your financial flows.
Next Client Management