Getting Started
Last updated: 2026-05-18
This guide walks you from a fresh sign-up to a fully populated SaaSy dashboard, including connecting your first data source and reading your first health score.
1. Sign up and start your trial
Go to app.hellosaasy.ai/signup. You will be asked for:
- Your work email address — this becomes the owner account for your workspace.
- A password (8+ characters).
- Your company name — used as your SaaSy tenant name.
SaaSy captures a payment method via Stripe Checkout at sign-up. Your card is not charged during the 14-day trial. The trial lifecycle works as follows:
| Day | What happens |
|---|---|
| 0 | Account created. Trial starts. Card captured but not charged. |
| 1–10 | Full product access. Dashboard shows "Trial — X days remaining." |
| 11 | In-app banner: "Trial ends in 3 days — your card will be charged." |
| 14 (card on file) | Stripe charges automatically. Account converts to paid — no interruption. |
| 14 (no card) | Account moves to read-only. Add a payment method any time to resume. |
| 14+ (charge fails) | Stripe Smart Retries: 3 attempts over 7 days. Dunning emails fire. |
After sign-up you receive a confirmation email. Click the verification link before logging in.
2. Complete the onboarding wizard
The first time you log in, the onboarding wizard opens automatically. It has five steps:
Step 1 — Workspace details. Confirm your company name and select the timezone your team works in. SaaSy uses this timezone for alert delivery windows and "last seen" timestamps.
Step 2 — Connect a data source. You need at least one integration to start seeing health scores. Connect Stripe (for billing/payment data) or HubSpot/Salesforce (for CRM contacts). See Integrations for the full connector list and what each one provides.
Step 3 — Import customers. Once a connector is live, SaaSy fetches your customer list. For Stripe, this pulls active subscriptions. For HubSpot/Salesforce, it pulls contacts marked as customers. You can filter or exclude customers before confirming the import.
Step 4 — Configure alerts. Choose which of the seven built-in alert types you want active. You can leave the defaults and tune thresholds later from Settings > Alert Rules. See Alerts & Rules.
Step 5 — Invite teammates. Add email addresses for anyone who should have access. Role options are Admin (full access including billing) and Member (read/write, no billing).
You can skip steps 3–5 and finish them from the dashboard later.
3. Explore your first dashboard
After onboarding you land on the main Customers dashboard. What you see:
- Health score column — the weighted aggregate across all five dimensions, displayed as a 0–100 number and a colour (green ≥ 75, yellow 50–74, red < 50).
- Churn risk badge — Low, Medium, High, or Critical. Clicking opens the full prediction breakdown.
- Open alerts — count of unresolved alerts for that customer.
- MRR — monthly recurring revenue from Stripe, if connected.
Use the search bar to filter by name, health range, or alert type. Use the Sort dropdown to surface the most at-risk customers first.
4. What to do next
- Connect additional data sources from Settings > Integrations to increase score accuracy.
- Review customers with a health score below 50 and open alerts.
- Set up your team's alert notification channel (email by default; Slack available on Growth+).
For help interpreting scores, see Health Scoring. For churn risk details, see Churn Prediction.