Getting started with Carepatron is quick and free. By the end of this guide, you will have:
A Carepatron account with your email, Google, or Apple credentials
A personalised workspace configured for your profession and team size
Access to a free 14-day Advanced trial with premium features enabled
Before you begin
You need:
A valid work email address (or a Google / Apple account)
Your practice details: business name, profession, and country
Approximately 3–5 minutes to complete the sign-up flow
Step 1: Go to the sign-up page
Navigate to app.carepatron.com. If you already have an account, you will see the Welcome back login screen. Click Create account at the bottom of the card to begin registering a new account.
Step 2: Choose how you will use Carepatron
Carepatron supports two distinct user types:
Practitioner — Select this if you provide care (e.g., a therapist, psychologist, or allied health professional setting up their practice).
Client — Select this if you receive care (i.e., you are a patient or client who has been invited by a practitioner).
Note: This article focuses on the Practitioner sign-up flow. Client account creation is typically initiated via an invitation link sent by your practitioner.
Step 3: Create your credentials
On the account creation screen, you have two options:
Option A: Social sign-in
Click Sign in with Google to authenticate with your existing Google account.
Click Sign in with Apple to use your Apple ID.
Option B: Email and password
Enter your work email address in the Work email field, set a secure password, then click Create free account.
Step 4: Enter your personal details
The "Let's get to know you" step collects your basic profile information:
First name — Required.
Last name — Required.
Phone (Optional) — Enter your number if you wish to receive SMS notifications. By providing a number, you consent to receive texts from Carepatron.
Click Continue when all required fields are filled.
Step 5: Tell us about your practice
Carepatron uses this information to customise templates and features for your profession:
Business name — Enter the name of your practice or organisation.
Profession — Enter or select your specialty (e.g., Psychology). Carepatron uses this to surface relevant templates.
Website (Optional) — Provide your practice website URL if you have one.
Country — Carepatron auto-detects your location. Confirm or update using the dropdown.
Click Continue to proceed.
Step 6: Set up your workspace
This step tailors Carepatron to your team size and goals:
Team size — Select Just me, 2–5, 6–20, or 20+.
What is your primary goal? — Choose from options such as Reduce admin, Grow my practice, Improve client experience, and more.
Do you accept insurance? — Select Yes or No.
Click Continue to move to the next step.
Step 7: Share your current setup
Carepatron asks about your current setup so it can tailor onboarding and offer migration support if needed:
I'm using another platform — Select this if you currently use a different practice management system. Carepatron will provide data migration guidance.
I don't use practice management software yet — Select this if this is your first time using dedicated software.
Click Continue after making your selection.
Step 8: Verify your email
If you registered with an email address, you will see the email verification screen:
Check your inbox for an email from Carepatron containing a 6-digit verification code.
Enter the code in the six boxes on-screen.
Click Verify to confirm your email address.
Note: Didn't receive the code? Check your Spam or Junk folder. If it is still missing, click Resend code to request a new one.
Step 9: Your workspace is ready
After verification, you will land in your new Carepatron workspace. A welcome modal will confirm:
Your first 14 days are free on the Advanced plan
Access to: reminders, calendar sync, custom branding, white labeling, unlimited storage, workflows, premium support, and 1:1 onboarding
Click Get Started to dismiss the modal and begin exploring your dashboard.
Tip: The AVA AI assistant (bottom-right of the screen) is available immediately to guide you through any feature. Type your question or click "I have a question" to get instant help.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.