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SORT

Set Up with an Expert

Every new customer gets a free setup session. We configure SORT around the way your business actually runs.

  1. 1

    Introduction & admin setup

    Your account and admin access, configured with a SORT team member.

  2. 2

    Forms, routing & dashboard

    We build your forms, set routing rules, and arrange your dashboard.

  3. 3

    Employee training

    Your team learns to submit in minutes. Most only see one simple form.

  4. 4

    Rollout

    SORT goes live across your locations with support standing by.

Getting Started Is Easy

Join SORT Today

  1. Step 1: Click the 'Join SORT Today' button

    Click the button to open our registration portal and begin your account setup.

  2. Step 2: Enter your details

    Provide your organization's name and your preferred email address. Note: the email address you provide will serve as your username for all future logins.

  3. Step 3: Activate your membership

    Complete your subscription via our secure e-commerce portal. Once payment is confirmed, your account will be activated immediately.

What happens after you sign up?

  1. 1) Welcome email

    You will receive an official welcome email containing your login credentials and a getting-started quick guide.

  2. 2) VIP onboarding session

    Use the calendar link to sign up for a complimentary one-on-one onboarding session. One of our team members will walk you through the entire platform and personally ensure you see results from day one.

Click the ‘Join SORT Today’ button now.

Guided Setup, Built Into Day One

Every new customer already gets a free setup session. Next: direct scheduling, so your forms, routing rules, and dashboards are configured with an expert before rollout.