CareNote Registration
![CareNote Registration](/content/images/size/w960/2023/11/Simplify-congregant-care-with-CareNote.png)
Getting Started with CareNote
![](https://docs.carenote.app/content/images/2023/11/carenote-registration-flow-001.png)
1. Account Creation
To begin using CareNote, navigate to the registration URL provided above. You will be presented with a sign-up form requiring your personal details:
- Name: Enter your full name.
- Email Address: Provide a valid email address that will be associated with your CareNote account.
- Password: Create a secure password.
After filling out this information, proceed by clicking the 'Sign up' button.
2. Primary Account Setup
![](https://docs.carenote.app/content/images/2023/11/carenote-registration-flow-002.png)
CareNote supports multi-tenancy, which allows you to manage multiple accounts under a single user profile. Upon signing up, you will be prompted to create a primary account. Provide a unique name for this account to help distinguish it from others you may create in the future.
3. Welcome and Initial Setup
![](https://docs.carenote.app/content/images/2023/11/carenote-registration-flow-003.png)
The welcome screen introduces you to CareNote's initial setup options. You have the choice to:
- Start CareNote without importing data, ideal for new users without pre-existing records.
- Import data from existing church management systems such as Planning Center Online (PCO) or Breeze.
Select your preferred method to proceed.
4. Starting with CareNote
![](https://docs.carenote.app/content/images/2023/11/carenote-registration-flow-007.png)
Upon completing the import process or choosing to start without importing, you are ready to dive into the CareNote interface and begin using its features.
Welcome Email and Trial Information
A welcome email is automatically sent to the email address you registered with, containing important information:
- Dashboard Access: A direct link to your CareNote Owner's dashboard.
- Explore Features: Encouragement to explore the intuitive interface and powerful tools available.
- Guided Tour and Help Center: Recommendations to start with the guided tour and to utilize the Help Center for support.
After the 7-Day Free Trial
- Subscription Required: At the end of your free 7-day trial, you must subscribe to a plan to continue using CareNote.
- Extended Trial: Upon subscribing, your trial will extend for an additional 21 days.
- Discounted Subscription: After the trial, enjoy a discounted subscription for 12 months as a thank you for participating in the beta phase.
Support and Resources
Video Tutorials
CareNote offers 15 video tutorials, each approximately 4 minutes in length, to guide you through the basics and ensure a smooth start with your new CareNote account.