Getting Started

Create your free CariHub account in about two minutes using your email address. Let's get started. First, open the CariHub website and click Start Free Trial or Register. Next, type your Business Name and your Full Name. Then, enter your Email address and choose a Password, then type it again in Confirm Password. After that, answer the question about whether your business handles healthcare, then tick the agreements that apply to you. Finally, choose where you heard about CariHub, then click the create-account button. Pro tip: Use a password manager so you never have to remember the password. One thing to watch for: Check your inbox for the verification email; you cannot finish setup until your email is verified. That wraps up how to create a CariHub account. Next, we'll look at how to sign up for CariHub with Google. If this helped, subscribe for the rest of the Getting Started series.

Sign up with your Google account so you never need a separate CariHub password. Let's get started. First, open the CariHub registration page. Next, click the Google sign-up button and choose your Google account. Then, confirm the name and business details CariHub asks for. Finally, answer the where-did-you-hear-about-us question so we can see which channels help businesses find us. Pro tip: You can add a CariHub password later in Security if you also want to sign in with email. That wraps up how to sign up for CariHub with Google. Next, we'll look at how to verify your email address. If this helped, subscribe for the rest of the Getting Started series.

Sign in to your CariHub workspace with your email and password. Let's get started. First, open the CariHub website and click Log in. Next, enter your Email and Password. Finally, click sign in; you land on your Dashboard. Pro tip: Turn on two-factor authentication in Security to protect your account. That wraps up how to sign in to CariHub. Next, we'll look at how to reset a forgotten password. If this helped, subscribe for the rest of the Getting Started series.

Reset your CariHub password by email if you cannot remember it. Let's get started. First, on the sign-in screen, click the forgot-password link. Next, enter your account email address and submit. Then, open the reset email and click the link. Finally, type a new password twice and save it. One thing to watch for: Reset links expire, so use the newest email if you asked more than once. That wraps up how to reset a forgotten password. Next, we'll look at how to sign in with a two-factor code. If this helped, subscribe for the rest of the Getting Started series.

See what the CariHub setup wizard asks for and how long it takes, so you arrive prepared. Let's get started. First, after you verify your email, the setup wizard opens automatically. Next, notice the five steps: Business Type & Currency, Select Services, Select Resources, Staff Setup and Review & Apply. Finally, use Next to move forward and Back to change an earlier answer. Pro tip: You can skip optional steps and finish them later from the sidebar. That wraps up CariHub onboarding wizard overview. Next, we'll look at how to choose your business type and currency. If this helped, subscribe for the rest of the Getting Started series.

Pick the business type and currency that match how you trade, so CariHub suggests the right services and prices. Let's get started. First, on the first step, open Business Type and choose the closest match. Next, choose your Currency and check the suggested Pricing Level. Then, if your currency is not USD, review the Exchange Rate to 1 USD shown in Currency Settings. Finally, click Next. One thing to watch for: Your currency affects prices, invoices and reports, so choose it carefully; you can review it later in business settings. That wraps up how to choose your business type and currency. Next, we'll look at how to select services during onboarding. If this helped, subscribe for the rest of the Getting Started series.

Learn what every part of the CariHub screen does: sidebar, header, search, notifications and quick actions. Let's get started. First, look at the sidebar on the left: it groups everything by job, such as Operations, Finance and Presence & Marketing. Next, look at the top bar: it shows your business, your branch, search, notifications and your view mode. Finally, notice the floating buttons at the bottom right: the AI assistant and the quick booking button. Pro tip: Hover over any icon to see what it does. That wraps up A tour of the CariHub screen. Next, we'll look at how to use the sidebar menu. If this helped, subscribe for the rest of the Getting Started series.

Find any page quickly by opening a sidebar group and choosing the page you need. Let's get started. First, click a group such as Operations to open it. Next, click a page, for example Schedule, to open it. Then, use the arrow beside the page name in the breadcrumb row to go back. Finally, use Customize Menu at the bottom of the sidebar to change what you see. That wraps up how to use the sidebar menu. Next, we'll look at how to customize your sidebar menu. If this helped, subscribe for the rest of the Getting Started series.

Take a guided on-screen tour of any CariHub section, in a quick Lite version or a detailed Full version. Let's get started. First, open Interactive Tutorials from Help in the sidebar. Next, choose the section you want to learn. Then, pick Lite for a quick overview or Full for a detailed walkthrough. Finally, follow the highlighted areas and press Next to move through the tour. Pro tip: Tutorials open the sidebar for you on a phone, so you always see the menu they point to. That wraps up how to use the interactive tutorials. Next, we'll look at how to set up your profile. If this helped, subscribe for the rest of the Getting Started series.

Add your name, photo and contact details so clients and teammates recognise you. Let's get started. First, open Profile from the sidebar under My Account. Next, fill in Personal Information and upload a Profile Picture. Finally, save your changes. Pro tip: A clear photo helps clients recognise their stylist, therapist or instructor. That wraps up how to set up your profile. Next, we'll look at how to turn on two-factor authentication. If this helped, subscribe for the rest of the Getting Started series.

Protect your account by requiring a code from your phone each time you sign in. Let's get started. First, open Security from the sidebar under My Account. Next, in Two-Factor Authentication, start the setup. Then, scan the QR code with an authenticator app and type the six-digit code to confirm. Finally, save your backup codes somewhere safe. One thing to watch for: Without your authenticator app or backup codes you could be locked out; store the backup codes before you finish. That wraps up how to turn on two-factor authentication. Next, we'll look at how to change your password. If this helped, subscribe for the rest of the Getting Started series.

Change your CariHub password regularly or after you think someone else knows it. Let's get started. First, open Security and find Password. Next, enter your Current password, then your New password, then Confirm new password. Finally, save to apply the change. That wraps up how to change your password. Next, we'll look at how to add CariHub to your iPhone home screen. If this helped, subscribe for the rest of the Getting Started series.

Install CariHub on your iPhone so it opens like an app, with its own icon and full-screen view. Let's get started. First, open CariHub in Safari and sign in. Next, tap the Share button, then tap Add to Home Screen. Finally, tap Add; the CariHub icon appears on your home screen. Pro tip: Open CariHub from the icon, not Safari, to get the full-screen app experience. That wraps up how to add CariHub to your iPhone home screen. Next, we'll look at how to add CariHub to your Android home screen. If this helped, subscribe for the rest of the Getting Started series.

Install CariHub on your Android phone so it opens like an app. Let's get started. First, open CariHub in Chrome and sign in. Next, tap the browser menu, then choose install app or add to home screen. Finally, confirm; the CariHub icon appears on your home screen. That wraps up how to add CariHub to your Android home screen. Next, we'll look at where to get help in CariHub. If this helped, subscribe for the rest of the Getting Started series.

Find answers fast: the Help Center, the AI help assistant, interactive tutorials and support tickets. Let's get started. First, open the Help section in the sidebar. Next, search the Help Center for an article. Finally, if you need a person, open Support and create a ticket. Pro tip: Include a screenshot and the steps you took in your ticket so we can help faster. That wraps up where to get help in CariHub. If this helped, subscribe for the rest of the Getting Started series.