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How to Start a Base Free Trial
How to Start a Base Free Trial
Kason McCaskill avatar
Written by Kason McCaskill
Updated over a week ago

Guide to Setting Up Your Free Trial Base SaaS

Product Context:

Base aids service providers in managing their jobs, costs, and financial transactions seamlessly. From client request to payment processing, Base streamlines every step of your business process.


1. The Challenge:

Embarking on a new project or setting up your business on a SaaS platform can be daunting. You need a straightforward guide to set up your organization and choose the right billing plan to get started.

2. Base’s Solution:

Base provides a user-friendly interface and a variety of billing plans to suit the unique needs of your organization. Whether you are a new user creating your first organization or an existing user setting up an additional workspace, Base has got you covered.

Step-by-Step Guide: Setting Up Your Organization

1. Creating Your User Account:

  • Navigate to the Base application.

  • If you are a new user, click the option under the log in “Don’t have an account? Sign up”.

  • Clicking ‘Sign up’ will take you to a form requesting your information:

    • First Name

    • Last Name

    • Password

  • Once your information is entered, click ‘Create account’.

  • This will take you to a page stating that a verification link has been sent. You MUST go to the verification link. If you need to re-send the email click the ‘Re-send Email’ button at the bottom.

  • Go to your email and find the Base verification email. Click the ‘Verify Email’ button in the message.

  • This brings up a page stating that you have verified your account and that it is time to join an Organization. Select the option to continue.

  • This will take you to a page where you can set your organization name and the default currency.

  • When the information is ready, click the ‘Create Organization’ button.


2. Selecting Your Billing Plan:

  • Once your organization is set up, browse through the available billing plans.

  • Select the plan that best aligns with your organization’s needs and budget.


If you already have a Base account and would like to set up an organization, you can do this from the bottom right drop-down


3. Getting Started:

  • With your organization set up and billing plan chosen, you are all set to start utilizing Base to its fullest potential.

Additional Resources: Setting Up Your Workflow

1. Next Steps:

  • Optimize your experience on Base by visiting our “Setup your organization workflow” guide.

  • This resource is packed with invaluable information to ensure your workspace is tailored to your specific needs, ensuring a smooth and efficient workflow.


Setting up your organization on Base is the first step towards streamlining your business processes and enhancing productivity. With this guide, you have all the information needed to get started, choose the right billing plan, and begin your journey with Base. Welcome to Base, and here’s to a successful and efficient workflow!

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