Signing up for Peasy takes about a minute. You'll set up your profile and company name, then choose whether to begin with one workflow, the complete workspace, or demo data.
How to Get There
Open the Peasy sign-up page, or use the invite link from your team email.
Step by Step
- Go to the sign-up page and create your account with your email and a password, or sign in with Google.
- You'll land on the Welcome screen. Fill in:
- Your Name — This is how your team will see you in Peasy.
- Company Name — The name of your business. Peasy checks if the name is available and suggests alternatives if it's already taken (like "Acme 2").
- How'd you hear about us? — This is optional and helps us learn how people find Peasy.
- Click Continue, then choose how you would like to start:
- Focused start — Pick one workflow and follow its checklist. This is the recommended option.
- Full Peasy — Open every workflow, then choose one to start with in Beacon or from Home.
- Demo — Open every workflow and add realistic sample data.
- Click Continue to open Home with a welcome message from Beacon. Home stays dimmed while you take this first step. For a Focused start, select Let's Get Started or close Beacon to see your checklist. For Full Peasy, choose a workflow in Beacon or close it and choose a checklist on Home. With Demo, Peasy loads sample data in the background; wait for it to finish, then select Let's Get Started or close Beacon. If loading fails, use the retry button in Beacon.
Good to Know
- Leaving the welcome — If you go to another page or refresh Home before choosing a first step, Home becomes available. You can open Beacon again from the chat button when you want help.
- Peasy creates a Company ID for your URL and orders email — By default it’s derived from your company name, such as
easy.peasyos.com/sunny-foodsandsunny-foods@orders.peasyos.com. You can change the Company ID later without breaking old addresses you’ve already shared. - One account per email — Each email address can only be tied to one Peasy account. If you try to sign up with an email that already has an account, the error message includes a Sign in link that takes you to the sign-in page with your email already filled in. If you need to join an existing company, ask a team member to send you an invite instead.
- Google sign-in works too — You can sign up and log in with your Google account if you prefer not to use a password.
Joining an Existing Team
If someone on your team already has Peasy set up, they can invite you from the Team settings page. You'll get an email with a link to join. When you click it, you can:
- Sign up with a password — Fill in your name and create a password
- Sign up with Google — Click the Google button to join instantly
Either way, you'll be added to the team and land on the home page right away.
Related
- Business Settings — Set up your company name, logo, and emails
- Team Management — Invite your coworkers