Registering

It's simple to sign up to Joiin.  Simply follow the Try Free links on the web site.  You'll be asked to enter the following information:


Company Name

This is the name of the company or organisation you are creating the account for.  This needs to be a name that someone else has not already used.  This will be used to group all your QuickBooks/Xero companies and reports under.  


Email Address

This is your email address.


Password

This is the password you want to use to log in.  Make sure you pick a secure password that is ideally 8 characters or more, includes upper and lower case characters and numbers and symbols.


Once you've entered this information you must click the checkbox to indicate you accept the Terms and Conditions and then click the Create Account button.


After doing this you will receive an email from us.  In the email will be a link which, when you click on will activate your account.  You'll then be able to log into Joiin and get started.  


Trial Period and Subscription

When you first sign up to Joiin you are given a free trial period during which you can add as many companies and users as you want and try out all the features.  Once the trial period ends you'll need to purchase one of the paid plans.  See our Pricing Page for more info on prices.


If your trial has expired you'll see a message when you try and access Joiin and will be directed to the Billing and Subscriptionpage.


At any time during your trial you can visit the Billing and Subscription page and sign up for a paid plan.  To access the Billing and Subscription page select Billing and Subscription from the Account menu at the top right.  On the Billing and Subscription page you select the plan you want to subscribe to and enter your credit card details.  We do not store your credit card details but just pass them on securely to our accredited third-party payment provider.


Joiin paid plans are subscription based - that is you subscribe to use Joiin and pay a monthly fee.  To sign up for a plan you need to enter your credit card details and once you've signed up you card will be charged each month until you cancel.


When your card is nearing its expiry date we will remind you to update the details by sending you an email.


Logging In

Once you've signed up for Joiin any time you want to login go to www.joiin.co and click on Login.  You'll be asked to enter your email and password then click the Login button and you're in.


If you've been invited to view other Joiin reports and have access to multiple clients you'll be prompted to select the Client you wish to view.  See more information on this under User Management.


Account Security

You can change security settings on your account such as changing your password or switching on Two Factor Authentication through the Account Security page.  More information can be found in the Account Security section of the user guides.


Problems Logging In

If you can't log in because you've forgotten your password, click on the Forgot your password? link.  Enter your email address and we'll send you a link to reset your password.



Logging Out

Any time you wish to log out of Joiin you can do so by selecting, you guessed it, Logout, from the Profile menu at the top right.