Getting Started & Onboarding

Welcome to Workable. This guide takes you from account creation through to a usable workspace, so you can move from setup into planning with as little friction as possible.

About Projects

Depending on the Plan type, such as Project, Agile, or Shape Up, these may have different names in your plans such as Epics, Bets, or Tasks. For simplicity, they are referred to as Projects in this guide.

1. Create Your Account

Start on the Sign Up page. Workable asks for your email address, your first and last name, and an organisation name. The organisation name can be your team or company name, or you can leave it blank if you want to start with a personal account.

Your email address becomes your main identifier in the product, and your name is used for your personal profile.

Note

When you create a new organisation, Workable automatically provisions a private database space for you. This might take a few seconds.

2. Verify Your Email

After you click Create account, Workable sends a verification link to your email address.

Open the email from Workable and click the verification link. The link stays valid for 15 minutes. If it expires, return to the sign up page and request a new one.

3. Sign In

Once your email is verified, you can sign in from the Sign In page with your email address. Workable uses magic links instead of passwords, so the sign-in flow stays simple without storing a password in the app.

If you belong to multiple organisations, Workable takes you to an organisation selector after sign-in so you can choose where to work. You can switch organisations later from the organisation switcher in the navigation menu.

See Multi-Organisation Membership for more detail.

4. Your 14-Day Free Trial

Workable uses a Stripe-managed trial for new organisations.

Your trial starts after you:

1. Create your account and organisation
2. Verify your email address

Once your email is verified, Workable creates the Stripe customer and, if eligible, starts a 14-day free trial for your organisation with access to premium subscription features, including:

• Public holiday exclusions for location-based scheduling
• Advanced scheduling capabilities
• All future premium features

You can check your trial status and remaining days in Settings ➔ Subscription.

Note

A free trial is only granted when the verified email address does not already have prior Stripe subscription history. If the email has used a subscription before, the account can still sign in and use Workable, but a new free trial is not created automatically.

4.1. Upgrade From Trial to Paid

If you want to move to a paid plan before the trial ends, open Settings ➔ Subscription, review the available plans, and click Subscribe now on the one you want. Stripe Checkout will guide you through payment, and when Stripe confirms it, Workable switches the organisation from trial to paid access automatically.

Only the current Billing Manager can manage billing or upgrade from trial to a paid plan.

4.2. When the Trial Ends

If you do not upgrade before the trial ends, the Stripe trial subscription ends and premium subscription features are no longer available. You can still return to Settings ➔ Subscription later and buy a paid plan.

If you upgrade during the trial, the paid subscription replaces the trial access immediately.

Tip

Make the most of your trial by exploring all features during these 14 days to understand which capabilities are most valuable for your team.

5. Initial Setup

After your first login, the next job is to describe your organisation so the scheduler has real data to work with.

For small teams, the fastest path is usually to add people manually, assign their skills, and create any teams you want for organisation.

For larger teams, CSV import is usually the quickest way to get started.

Use the Managing Resources guides for the detailed workflows:

• Managing People
• Managing Skills
• Managing Teams
• Bulk Import

6. Access and Membership

Once your workspace is set up, the next settings topics are usually:

• Organisation Roles
• Team Members
• Multi-Organisation Membership