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How Do I Sign Up for Syndelo as a Sponsor?

For SponsorsBy Syndelo

How to create a sponsor account, pay for your plan, and sign the service agreement to open your Dashboard.

Create an account, choose a plan and pay, then sign your service agreement. Your Dashboard opens once the signed agreement is verified. Sign-up has three steps shown at the top of the page: Account, Subscription, and Agreement.

Steps

  1. On the Syndelo sign-up page, enter your Full Name, Company Name, Email Address, Password, and Confirm Password. Passwords need at least 8 characters, including a letter, a number, and a special character.
  2. Choose Create Account & Continue.
  3. Check your email for a six-digit code and enter it on the Check Your Email page, then choose Verify Email.
  4. On Start Your Subscription, review Your Plan and pick a Billing Cycle (monthly or annual).
  5. If you have a code, enter it under Promo Code.
  6. Enter your card under Payment Details and choose Pay & Continue. Some cards ask for an extra bank check; finish it when prompted.
  7. When payment is confirmed, the Agreement step opens. Review and sign your service agreement.
  8. Once your signature is verified, your Dashboard opens automatically.

Good to know

  • No charge is made until you confirm payment. The Due Today amount shows what will be charged.
  • Annual billing is billed in advance and gives you 2 months free. Monthly is billed in advance each month.
  • If you already have an account, choose Sign In instead. Choosing a plan on the pricing page and then signing in takes you to the same checkout.
  • Until you pay and sign, the workspace stays closed. Team members you invite see a message that the billing admin must finish plan setup first.
  • Launch plan limits apply until a subscription is active.
  • Want to look around first? A shared demo is available with no signup or credit card. See Demo and Sandbox Workspaces.
  • If the agreement or payment step stalls, see Why Is My Payment or Service Agreement Stuck?

Related: How Do I Change My Plan or Billing Details?, Workspace Setup Guide.

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.

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Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.

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More in Getting Started

How Do I Check Imported Starting Balances Against My Old System?What Is the Demo or Sandbox Workspace?How Do I Import Investors and Historical Data?How Do I See What My Investors See?How Do I Find My Way Around the Workspace?How Do Notifications Work?