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How to Sign Up for Penny
How to Sign Up for Penny

Signing up for your new Personal Assistant, Penny 🚀

Penny Matthews avatar
Written by Penny Matthews
Updated over a week ago

Penny was created to help you move away from using notebooks and spreadsheets. This way, you can keep on top of your workflow and continue to build relationships.😉

With Penny, you can rev up your business by having your own personal assistant working for you 24/7. Penny helps organize your current prospects and customers to ensure you reach out to them about the right topics, at the right time.


How to Sign Up for Penny

For Integrated Accounts (organizations that are partnered with Penny)

1 - Click here 👈 to go to the Penny web app. You can also go to our website and sign up from there.

2 - On the onboarding page, search for the organization that you work with and select it.

3 - On the next page, enter your back office credentials to create your account.

4 - All set! Welcome to Penny 🎉


For Non-Integrated Accounts (organizations that are not partnered with Penny)

1 - Click here 👈 to go to the Penny web app. You can also go to our website and sign up from there.

2 - On the onboarding page, Under Which organization do you work with? input your organization name (if applicable) and click Add *organization name*. If you are not with an organization, you can input None and click Add None to proceed.

Here is a visual of how that page looks:

3 - Click Create New Account.

4 - You will be prompted to create a new account by selecting Sign up with Google, Facebook, Apple or Sign up with Email

5 - Fill out your account details and click Sign Up

6 - All set! Welcome to Penny 🎉

We're so excited that you have joined the Penny team to help you grow and keep you on track for reaching out and staying connected 🙌


The product images shown are for illustration purposes only and may not be an exact representation of the product.

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