Creating your account & your first sign-in#

Sign up on the homepage with your email and a password. If you got here from an invite link, your email is already locked in and you just need to set a password; open sign-up isn’t always on, so without an invite you may see a Request an invite link instead of a sign-up form. This page walks you from creating your account to your first screen.

Creating your account#

Choose a real password and store it in your password manager. Yven is the book of record for your whole client base, so treat it like the important account it is.

If you signed up through the open sign-up form, we send a verification email – open the link it contains to confirm your address before you can get into the app. If you came in through an invite, your address is already confirmed and you can skip straight in.

Your first sign-in#

Once you’re verified, you land in the onboarding wizard, which gets your invoicing preference set and (optionally) imports your existing book. You can skip through it and come back later – it’s re-launchable any time from Settings.

Once you’re in, the app opens on the Today screen every time you sign in.

Forgot your password?#

Use the Forgot password link on the sign-in page. We’ll email you a reset link. (As with every email Yven sends, if it doesn’t arrive, check spam and see “I’m not receiving emails”.)

Where to next#

• Set up the basics with the onboarding wizard.
• Already have a spreadsheet of clients? Import your client book.