Getting Started

Quick Start Guide

Get started with CountedIn. By the end of this guide, you'll have your account set up, your first client added, and a session logged.

Start with a package that's already in progress

You don't have to wait for a client to buy a new pack. If they bought 10 sessions and have 6 left, start with that balance and keep your booking and payment process where it is.

Add one client

Choose Package as the billing type. If you're exploring the app first, use a made-up name and leave email and phone blank.

Record the balance you already know

Open the client's record and add a package. Choose Record an existing package, enter 10 for the original total and 6 for Sessions remaining now. Earlier usage is recorded separately; no past visits are created.

Log the next completed session

After the next visit, log it as Completed. The balance becomes 5 of 10 remaining, with one visit in the app's history.

Check the client's view

Open the client's Share link. It shows the same balance and history without a login. Keep that link private to the client.

Demo client balance view showing 5 of 10 sessions remaining, an opening balance of 6, four sessions used before tracking and one recorded visit — The opening balance and earlier usage stay separate from visits recorded in CountedIn.

Open the client view at full size.

Try it with one existing package. The trial lasts 14 days with no card required. Starter is US$29/month for up to 50 clients. See all existing-package settings for opening balances, exhausted packs and how later visits change the count.

A 10-session pack, one visit, 9 left

If you sell prepaid sessions and already handle bookings elsewhere, start with one new client package. Add the client with Package as the billing type, create a package with 10 sessions, then log a Completed visit. The balance changes to 9 of 10 remaining, and the visit appears in the history.

The client's Share link shows that same balance and history without a login. Keep that link private to the client. Here's the balance view for Alex in the walkthrough:

Alex Morgan demo client portal showing 9 of 10 sessions remaining and one completed visit — The client sees the remaining balance and the completed visit together.

Try it with one new package. The trial lasts 14 days with no card required. Starter is US$29/month for up to 50 clients. New packages begin with their full session count; this walkthrough starts with a fresh pack.

Create your account

Head to counted-in.app and click Get started. You can sign up with your email or use Google sign-in.

Enter your details

Fill in your name, email, and choose a password. Or click Continue with Google to skip the form entirely.

Open your dashboard

After signup, you'll be taken straight to your dashboard. CountedIn will walk you through a quick product tour highlighting the key features.

Verify your email

If you signed up with email, check your inbox for a verification link. You can explore your dashboard while verification is pending; a reminder appears in the app. If you used Google sign-in, verification is automatic.

Tip

Try client and session tracking with a 14-day free trial. No credit card required.

Explore with sample clients

On an empty dashboard, choose Try with sample data to add five demo clients and explore session tracking. Use Clear sample data on the dashboard when you're ready to remove them. To start with your own client, choose Add my first client.

Add your first client

Navigate to the Clients page using the sidebar. Click the Add Client button at the top.

Clients page showing the client list with billing types and credit summaries — Your client list shows billing type and status at a glance

Click Add Client

The add client form appears right at the top of the page. No separate page, no modal.

Enter client info

Fill in their name (required), plus optional email, phone, and billing type.

Choose a billing type

Select Package (prepaid credits), Per Session (pay as you go), Monthly (flat fee), or None (pro bono). Default is Package.

Save

Click Add Client and your client appears in the list.

Create a session package

If your client uses prepaid packages, click into their profile and scroll down to the Packages section. Click Add Package or Create first package.

Client detail page showing credit overview and packages — Each client has their own profile with packages and session history

Name your package

Give it a descriptive name like "10-Session Pack" or "Monthly Sessions".

Set the session count

Enter the total number of sessions included. This is the credit count that will count down as you log sessions. For a pack already in progress, choose Record an existing package and enter the sessions remaining now too, as in the walkthrough above.

Add price and expiry (optional)

Set the package price for your records, and an optional expiration date. You'll get alerts before a package expires.

Note

Packages are only for Package billing type clients. Per-session, monthly, and no-billing clients don't need packages. Just log sessions directly.

Log your first session

From the client's profile page, click the Log Session button. This works for all billing types.

Log session dialog with package selection and status options — Select the package, set the status, and optionally add notes

Select the package (if applicable)

Package clients: choose which package to deduct from. Non-package clients: this step is skipped automatically.

Confirm the session

Click Log Session. The credit count updates instantly for package clients. For all clients, the session appears in their history.

Made a mistake?

No worries. Every session has an Undo button in the session history. Credits are restored immediately for package sessions.

That's it!

You're now tracking sessions. As you log more sessions, your dashboard fills up with stats, revenue, and trends. Explore the rest of these docs to learn about alerts, payments, client portals, and more.

Welcome

Managing Clients