Getting started

This page shows you how to create your Chairside Payroll account and get your practice ready for its first payroll.

Steps

Go to the sign-in page and click Create account.
Fill in your first and last name, Practice or organization name, Practice ZIP code, your job role and Work email. Choose a password.
Tick the box that says you agree to the Terms of Service and Privacy Policy. Tick the box that accepts the business associate agreement. Then click Create account.
A Check your email page shows the address the link went to. Open that email and click the link in it. Your practice is ready when you arrive.
Follow the setup guide that sits at the bottom of the screen. It walks you through each first step, one at a time.
Add your providers and their pay terms on Provider management (see "Add your providers").
If the Business associate agreement window opens before your first upload, read it, tick the box, and click I agree. Only an owner or admin can do this. Anyone else can click Ask an owner or admin.
Set up two-step verification on your Account page (see "Two-step sign-in and getting back in"). You need it before you can approve or export payroll.
Export your first pay period from your practice software (see "Export from your practice software") and upload it (see "Run and approve payroll").

The confirmation email didn't come. It can take a minute. Check Spam or Promotions. On the Check your email page, click Resend link (once a minute). Later, on the sign-in page, click Send a new confirmation link.
You typed the wrong email address. On the Check your email page, click Use a different address. The form comes back as you filled it in; fix the address and click Create account again.
The guide is gone. Go to Account and tick Show the setup guide. If you left the guide to do a step, click Back to your setup at the top of the page.
You can't accept the agreement or change settings. Your role doesn't allow it. Click Ask an owner or admin, and we'll email them a link to do it.