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Getting started

Set up your agency, find your way around and bring your office staff in.

  1. Welcome to CaseglenWhat Caseglen does for a therapy agency, and how the pieces fit together.
  2. Start your free trial and set your passwordCreate your agency's account in about a minute. No credit card needed.
  3. Find your way aroundThe sidebar, the search bar, the keyboard shortcuts and the "?" button.
  4. The Today pageYour day at a glance, what needs you now, what was finished today, and new potential clients.
  5. Invite your office staffSend an invitation email so each staff member gets their own sign-in.
  6. Sign in, sign out and reset your passwordHow to get in, how to leave safely, and what to do if you forgot your password.
  7. Install Caseglen on your phone, tablet or computerPut Caseglen on your home screen or desktop so it opens full screen, like any other app.