01: Create your account

Purpose

Create the user identity that will own your clinic in CS Logbook. This is the first step before any clinic data exists.

This guide covers self-service signup. If your clinic is being provisioned by a CS Logbook implementation specialist, they create your account via the Super Admin "Create Customer" wizard and you receive a magic-link invitation email instead, skip ahead to 02, Onboarding wizard.

When to use it

• You are evaluating CS Logbook on a free or trial plan and want to set yourself up
• You received a referral link from another clinic and are signing up directly
• You are an authorized signer (prescribing veterinarian or practice owner) for the clinic, your account becomes the owner of the clinic you create, which is the role that signs Stripe billing agreements

If you are joining an existing clinic (someone else is the owner), do not use this guide, you will receive an invitation email when the existing owner adds you. Click the link in that email and follow the prompts.

Walkthrough

Step 1: Open the sign-up page

Navigate to /auth/sign-up (or click "Get started" / "Sign up" from the marketing site).

Deployment note: this CS Logbook installation has NEXT_PUBLIC_ENABLE_REGISTRATION=false (the default), so visiting /auth/sign-up redirects to /auth/sign-in. Self-signup is disabled. New users come in via super-admin-provisioned magic-link invitations, see the "If your clinic is being provisioned by a specialist..." section above. To enable self-signup in your deployment, set NEXT_PUBLIC_ENABLE_REGISTRATION=true in apps/web/.env.local.

Step 2: Fill in your details

Enter:

• Email: your professional email; this is what we use for password resets and audit-trail attribution
• Password: must meet the password policy (at least one uppercase, one lowercase, one number; minimum length per security settings)
• Confirm password: must match exactly

If your clinic requires a Terms & Conditions checkbox (legal-attached signups), you will see one below the password fields. Read the terms before checking.

Step 3: Submit and check your email

After clicking Sign up, CS Logbook sends a confirmation email to the address you entered. The email contains a one-time link.

If you do not see the email within 30 seconds:

• Check your spam folder
• Verify that the email address you entered is correct (it is shown on the confirmation page)
• Click "Resend email" if available

Step 4: Confirm your email

Click the link in the email. This:

1. Marks your account as email-verified
2. Logs you in
3. Routes you to either:
   • the onboarding flow (if you signed up yourself and don't have a clinic yet), you're first asked to complete your profile (name + initials are required before you can operate: a hard gate), then to create your first clinic (free, no subscription needed to create). Continue with 02, Onboarding wizard
   • your dashboard (if you joined via invitation), your inviter has already set up the clinic; you record your own clinic position (and, if you're a prescriber, your DEA license) on first sign-in

Step 5: (Optional) Enable MFA

Once signed in, you can enable multi-factor authentication (MFA) from Settings > My profile inside your clinic (also at /home/settings). CS Logbook supports TOTP authenticator apps (Google Authenticator, 1Password, Authy, etc.). MFA is strongly recommended for any user that touches controlled-substance records, DEA inspectors increasingly expect access controls on systems containing audit-trail data.

Field reference

Sign-up form

Edge cases

"An account with that email already exists"

If you receive this error, an account exists for the email you entered. Possible causes:

• You signed up previously and forgot: use Forgot password at /auth/sign-in
• A CS Logbook implementation specialist provisioned your account: check your email for an invitation

Email verification link expired

Confirmation links are time-limited. If you click an expired link, you'll be sent back to a "Resend confirmation email" page, request a new one and check your inbox.

MFA recovery

If you lose access to your MFA device, contact CS Logbook support. We can help you regain access, but you'll need to verify your identity. There is no self-service MFA reset: that is a deliberate security choice, since the primary risk to a CS Logbook account is loss of MFA without identity verification.

Common mistakes

• Using a personal email instead of a professional one. The email you sign up with becomes the audit-trail email forever. If you sign up with a personal Gmail and later leave the clinic, the historical transactions you logged will still attribute to that personal email. Use your professional email.
• Not enabling MFA. Audit-trail systems with single-factor auth fail security audits. Take 60 seconds to enable MFA right after signup.
• Skipping the terms checkbox when it is shown. Some signup flows require T&C acceptance for legal reasons; the form will not submit until the box is checked.

Related

• 02, Onboarding wizard: set up your clinic's name, DEA, and state license
• 03, Invite your clinic members: add your staff
• Glossary § Roles in CS Logbook: owner vs member, clinic role definitions