How to Create Your PayHelm Account & Log In for the First Time

Welcome to PayHelm! This guide will walk you through creating your account, verifying your email, and logging in for the first time.

Creating Your Account

Step 1: Visit the PayHelm Website

1. Go to www.payhelm.com
2. Click the Start Free Trial button
3. You will be directed to the account creation page

Step 2: Enter Your Information

You will need to provide:

• Email address: Use a business email you check regularly
• Password: Create a secure password (at least 8 characters)
• Company name: Your business name
• Name: Your first and last name

Step 3: Review and Accept Terms

• Review the Terms of Use and Privacy Policy
• Check the box to agree to the terms
• Click Create Account

Verifying Your Email

After creating your account:

1. Check your email inbox for a message from PayHelm
2. Look for the subject line "Verify Your PayHelm Account"
3. Click the verification link in the email
4. You will be redirected to PayHelm and your email will be confirmed

Did not receive the email?

• Check your spam or junk folder
• Wait a few minutes and refresh your inbox
• Click "Resend verification email" on the login page
• Contact support if you still do not receive it

Logging In for the First Time

Step 1: Access the Login Page

1. Go to www.payhelm.com
2. Click Sign In in the top navigation
3. Enter your email address and password
4. Click Sign In

Step 2: What Happens After First Login

When you log in for the first time, you will:

1. See a welcome message or onboarding tour
2. Be prompted to connect your first store or data source
3. Access your empty dashboard (it will populate once you connect data)

Your Account Basics

Accessing Your Dashboard

After logging in, you will land on your main Dashboard. This is your central hub for:

• Viewing sales analytics
• Monitoring key metrics
• Accessing reports
• Managing integrations

The navigation menu at the top includes:

• Dashboard: Main analytics view
• Traffic: Traffic and advertising metrics
• Reports: Detailed reports and custom analytics
• Integrations: Connect platforms and tools
• Custom Reports: Build your own reports
• Email Campaigns: Email marketing tools
• Shipping: Shipping analytics
• Inventory: Inventory management metrics

Updating Your Account Settings

To access your account settings:

1. Click on your account icon in the top-right corner
2. Select Settings from the dropdown menu
3. Here you can update:

• Profile information (name, email)
• Password
• Notification preferences
• Time zone
• Currency preferences

Understanding Your Plan

Your account starts on the Free plan ($0/month), which gives you access to core analytics features including:

• Connect Shopify, BigCommerce, WooCommerce, and other platforms
• Access to hundreds of built-in metrics
• COGS reports
• Basic dashboards and data exploration
• No credit card required

To unlock advanced features like report exporting, custom report building, scheduled reports, and more, you can upgrade to a paid plan at any time.

You can view your current plan and upgrade options:

1. Click your account menu
2. Select Settings
3. Navigate to My Plan
4. Review available upgrade options

For more details, see How to Upgrade Your PayHelm Account.

Next Steps After Creating Your Account

1. Connect Your First Store

PayHelm works best when connected to your ecommerce platform. You will want to:

• Connect Shopify, WooCommerce, BigCommerce, or Amazon
• See Connecting Your Store to PayHelm

2. Wait for Your First Data Sync

Once connected, PayHelm will:

• Start importing your order data
• Pull in customer information
• Sync product catalogs
• Import recent sales history

This typically takes 15 minutes to 24 hours depending on your data volume.

3. Explore Your Dashboard

While waiting for data to sync, you can:

• Familiarize yourself with the interface
• Review available metrics and reports
• Check out the integrations page
• Watch tutorial videos in the help center

4. Set Up Additional Integrations

Consider connecting:

• Payment processors (Stripe, PayPal)
• Marketing platforms (Google Ads, Meta Ads)
• Shipping tools (ShipStation)
• Analytics (Google Analytics)

Common First-Time Login Issues

Forgot Password

1. On the login page, click Forgot Password?
2. Enter your email address
3. Check your email for a password reset link
4. Click the link and create a new password
5. Log in with your new password

Account Not Verified

If you see a message that your account is not verified:

1. Check your email for the verification message
2. Click the verification link
3. Return to the login page and sign in

Browser Issues

If you are having trouble logging in:

• Clear your browser cache and cookies
• Try a different browser (Chrome, Firefox, Safari, Edge)
• Disable browser extensions temporarily
• Make sure JavaScript is enabled

Locked Account

After multiple failed login attempts, your account may be temporarily locked for security. Wait 15 minutes and try again, or contact support to unlock it immediately.

Security Best Practices

Create a Strong Password

• Use at least 12 characters
• Include uppercase and lowercase letters
• Add numbers and special characters
• Do not use common words or personal information
• Do not reuse passwords from other accounts

Keep Your Account Secure

• Never share your password with anyone
• Log out when using shared computers
• Update your password regularly
• Be cautious of phishing emails pretending to be from PayHelm

Getting Help

If you need assistance:

• In-app chat: Click the chat icon for instant support
• Help Center: Browse articles and guides at www.payhelm.com/help
• Email support: Contact the support team
• Request a demo: Schedule a personalized walkthrough

Welcome to PayHelm! Once you have created your account and logged in, you are ready to connect your store and start analyzing your business data.