Create a MerchantFlow account with email, Google, or Facebook signup. Set up 2FA, verify your email, and choose merchant or agency onboarding.

Create a MerchantFlow Account

Creating a MerchantFlow account is the first step to tracking your e-commerce profitability across Shopify, WooCommerce, and marketing channels. MerchantFlow supports four account entry paths: direct web signup, Google signup, Facebook signup, and team invitation acceptance.

If you are installing MerchantFlow inside Shopify, use Shopify App Store instead of the web signup flow.

How to Sign Up with Email (Direct Web Signup)

The current signup page at /signup is designed for both merchants and agencies.

Step 1: Choose Your Account Type

The form starts with an account-type toggle:

Brand - For merchants connecting their own Shopify or WooCommerce business
Agency / Partner - For agencies managing multiple brands

This toggle is hidden inside embedded Shopify contexts because the embedded install follows a different path.

Step 2: Complete the Signup Form

The exact fields depend on the account type.

Account Type	Main Fields
Brand	First name, last name, store name, platform, currency, timezone, email, password
Agency / Partner	First name, last name, organization name, timezone, email, password

Brand-Specific Fields

Brand accounts also select:

Platform - Shopify or WooCommerce
Currency - Your store's primary currency
Timezone - Used to normalize reporting data

These values are used to tailor onboarding and normalize reporting later.

Shared Requirements

All direct signups must:

Accept the Terms of Service and Privacy Policy
Pass password validation
Complete Cloudflare Turnstile in production environments

How to Sign Up with Google or Facebook

The signup page also offers social login options:

Continue with Google
Continue with Facebook

After social signup, MerchantFlow completes the auth session and routes you into the same onboarding choice flow used by direct email signup.

What Happens After You Submit Your Account

For email signup, MerchantFlow currently does this in sequence:

Creates the tenant and user
Signs you in automatically
Stores the session
Sends a verification email
Redirects you to /onboarding/choice

How to Choose Your Onboarding Path

At /onboarding/choice, you pick between:

Connect My Real Data - Begin connecting your store and marketing integrations
Explore with Demo Data - Preview the platform with sample data

Demo Path

If you choose demo:

Terms are accepted
MerchantFlow loads the dashboard in Demo Mode
You can return later and connect real integrations

Real-Data Path

If you choose real data:

Terms are accepted
Direct web users who have not enabled 2FA are sent to /setup-2fa
After 2FA, onboarding continues at /onboarding/commerce

Agency or Partner Path

If the tenant type is already agency or partner, MerchantFlow skips the merchant onboarding path and completes the agency routing automatically. That sends the user into the Agency Workspace, usually beginning at /dashboard/portfolio or /dashboard/clients.

How Email Verification Works

Email verification remains part of the current account lifecycle even though some users can move through onboarding before clicking the email link.

What Verification Is Used For

Confirming the owner email address
Reducing signup mistakes
Allowing Stripe checkout to proceed

Current Behavior

MerchantFlow sends a verification email after signup
The verification page checks whether onboarding is already complete
If onboarding is not complete, the user is sent back into setup rather than being dropped into the main dashboard

Important Billing Note

For Stripe-based web workspaces, checkout creation is blocked until the email is verified. Complete verification before attempting to activate a paid plan.

How to Set Up Two-Factor Authentication (2FA)

MerchantFlow currently uses authenticator-app 2FA for direct web users who continue into live setup.

Who Is Required to Set It Up

Direct web users taking the Real Data path
Invited users joining a workspace

Who Follows a Different Path

Embedded Shopify installs, because they do not use the same Better Auth session flow

How to Accept a Team Invitation

If you were invited by an existing workspace owner or admin:

Open the invite link
Land on /invite
Confirm or paste the invitation token
Create your password
Continue to /setup-2fa
Return to the workspace with the assigned role

Invitations currently support the following live roles:

admin - Full workspace management access
analyst - Data and reporting access
viewer - Read-only dashboard access

For more on roles, see Roles & Permissions.

Common Account Issues

An Account with My Email Already Exists

Try this order:

Sign in at /login
Use Password Reset if needed
If you were invited to another workspace, use the invite link instead of creating a second account

I Did Not Receive the Verification Email

Check:

Spam or promotions folders
Whether you used the correct email
Whether the original link expired and needs to be resent

I Cannot Continue into Checkout

For Stripe-based onboarding, verify the email address first. MerchantFlow rejects Stripe checkout creation for unverified users.

I Accepted an Invite but Do Not See the Workspace Yet

Make sure you finished both:

Password creation
2FA setup

If the invite is older than 7 days, ask the owner or admin to resend it.

Frequently Asked Questions

Is MerchantFlow free to try?

Yes. You can explore MerchantFlow in Demo Mode without entering billing details. When you are ready to connect live data, see Pricing Plans and Trial Period.

Can I change my account type after signup?

Account type (Brand vs. Agency) is set during signup and determines your workspace structure. Contact [email protected] if you need to change your account type.

Do I need 2FA for a Shopify App Store install?

No. Embedded Shopify installs use the Shopify session flow and do not require MerchantFlow 2FA setup.

How do I add teammates to my workspace?

Use Team Management to send invitations with admin, analyst, or viewer roles. Each invited user creates their own password and sets up 2FA.

Next Steps

Connect Integrations - Add your commerce platform and marketing channels
First Sync - What to expect after onboarding completes
Dashboard Overview - Navigate your analytics dashboard
Demo Mode - Explore with sample data first
Agency Workflows - Set up an agency workspace
Pricing Plans - Compare available plans
Data Security - How MerchantFlow protects your data

Last updated: March 14, 2026