How to Create a BoldDesk Account Easily
Welcome to BoldDesk. Creating a BoldDesk account is the first step towards setting up your helpdesk system. BoldDesk offers a 15‑day free trial that does not require a credit card, and the account creation process takes less than one minute. To begin using BoldDesk, you should create an account.
Check out this video tutorial for more details.
What You Need
- A valid email address
- Access to your email inbox for verification
- Optionally, knowledge of which plan best fits your needs
What You Get
- A Customer Portal for end‑users
- An Agent Portal for your support team
- Immediate access to start configuring your support desk
Step-by-Step: How to Create a BoldDesk Account
Follow the steps discussed below to sign up for a BoldDesk account.
Step 1: Access the BoldDesk Sign‑Up Options
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Visit the BoldDesk Pricing Page
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Review available subscription plans.
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Select a plan that meets your requirements.
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Click Try for Free to begin the sign‑up process.
You can upgrade or downgrade your plan at any time after signup.
Step 2: Choose a Sign‑Up Method
- After clicking Try for Free, you will be taken to the sign‑up page. Available sign‑up options include:
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Email-based registration (Google or Microsoft)
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- Once you select your preferred method and submit the form, BoldDesk will send you a verification email.
Step 3: Verify Your Email Address
- Open your email inbox (the one used during signup).
- Find the verification email from BoldDesk.
- Click the verification link included in the email.
This action activates your BoldDesk account and automatically redirects you to your new BoldDesk portal.
Your BoldDesk account is now ready for use, and you can begin building better customer relationships with our BoldDesk. Explore How to Set Up Your BoldDesk Site.
What You Receive After Creating Your BoldDesk Account
| Name of Portal | Description | URL |
|---|---|---|
| Customer Portal (Support Center) | This portal is for end-users (contacts) to raise support tickets by reporting issues, requesting help, and tracking progress. It improves communication between users and the support team. | yoursubdomain.bolddesk.com |
| Agent Portal | This portal is used by the support team (agents) to respond to tickets raised by customers. To access it, add “/agent” to the customer portal URL. | yoursubdomain.bolddesk.com/agent |
Frequently Asked Questions (FAQ)
1. Do I need a credit card to create a BoldDesk account?
No. BoldDesk offers a 15‑day free trial with no credit card required.
2. How long does BoldDesk account creation take?
Typically less than one minute, excluding email verification time.
3. What if I don’t receive the verification email?
Check your spam or junk folder. If not found, request a new email from the signup page.
4. Can I change my BoldDesk plan later?
Yes, you can modify your plan at any time after creating your account.
5. What portals do I get after signup?
You receive a Customer Portal and an Agent Portal.
6. How long is the BoldDesk sign up verification email valid for?
The BoldDesk signup verification link is valid for 24 hours. If the link expires before it is used, a new verification email must be requested or resent to allow the user to complete account activation.
