Signing up starts on the Doorify signup form and continues into a six-step wizard inside your admin panel at /admin/profile. The two halves are one continuous flow, your progress is tracked from the very first screen, which is why the wizard calls About You "step 4".
#Before the wizard
Three screens happen on the Doorify signup form, before you reach the admin panel:
- 1
The welcome screen.
- 2
Accepting the Terms & Conditions.
- 3
Submitting your account details.
These only apply to brand-new signups. If you already had an EasyDigz account, see If your account is older than the wizard below.
#The six steps
| Step | What you do | What it needs from you |
|---|---|---|
| About You | Answer questions about your business, market and voice | The most thought, everything else is built from these answers |
| Theme | Pick a design and upload photos | A preference. Changeable later at any time |
| Contacts | Import your contact list | A CSV or Excel file, skippable for now |
| Review | Read and edit the generated copy | A read-through. This is the first real content you see |
| Domain | Connect your own domain and branded email | Access to your DNS, or someone who has it, skippable |
| Go Live | Send your launch email and share | A verified email domain, for the email button to work |
The wizard puts Domain at step 5 so EZ Assist has time to finish writing before Review. But DNS takes up to 48 hours, so the useful move is to submit your domain details early, from Tenant Settings if you like, and let the clock run while you do the rest.
#Leaving and coming back
You can stop at any point. Your answers are saved every time you move forward a step, and you resume at the furthest step you reached. Going Back to review something does not lose your place, the platform remembers the furthest point, not the current one.
#What each step unlocks
| Reaching this step | Causes |
|---|---|
| About You, clicking Continue | EZ Assist starts writing your website copy in the background. You do not wait for it. |
| Review | Your website unlocks for real visitors. Before this, visitors are redirected away, so nobody lands on a half-written site. |
| Go Live | Nothing on its own. Setup is only marked complete once you actually send an email. |
#The Go Live email button
On the last screen, Email your list checks your branded email domain at the moment you click it, so it always tells you the current position. Three outcomes:
| Your situation | What happens |
|---|---|
| Never set up an email domain | A message says so and sends you back to the Domain step |
| Set one up, still verifying | A message reminds you to finish the setup email you were sent, and returns you to Domain |
| Verified | Opens the email composer so you can actually send |
The Go Live screen redirects you into Tenant Settings automatically after about 40 seconds, so do not be surprised if it moves on while you are reading it.
#If your account is older than the wizard
Some agents registered before this wizard existed. There are three situations:
| Situation | What you see |
|---|---|
| You completed the old questionnaire | Nothing. You are already marked as onboarded and never see the wizard. |
| You never finished the old questionnaire | You go through the new wizard normally. |
| Any older account entering the wizard | A one-time Terms & Conditions screen before anything else. It cannot be dismissed, because you already have an account, accept it once and it never appears again. |
Going through the wizard's content generation step will overwrite existing website copy with freshly written text. If you have hand-written content you want to keep, copy it somewhere safe before starting, or edit it back in at the Review step.