Getting Started

Quick Start Guide

Get up and running with CountedIn in under 5 minutes. By the end of this guide, you'll have your account set up, your first client added, and a session logged.

Create your account

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

Enter your details

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

Verify your email

Check your inbox for a verification link. Click it to activate your account. If you used Google sign-in, this step is automatic.

Land on your dashboard

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

Tip

You get a 14-day free trial with full access to every feature. No credit card required.

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 and your client appears in the list instantly.

Create a session package

If your client uses prepaid packages, click into their profile and scroll down to the Packages section. Click New 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 Training".

Set the session count

Enter the total number of sessions included. This is the credit count that will count down as you log sessions.

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