How do I create a CleverBalance account with my work email and password?
Short Answer: On the Sign up page, enter First name, Last name, Work email, and Password (Minimum 8 characters), check
'I agree to the Terms and Privacy Policy', then click 'Continue'.
PreRequisites
1. A valid work email address you can access.
2. A password with at least 8 characters.
3. A working internet connection.
Steps
1. Open the Sign up page (/signup).
The sign-up form appears with fields for 'First name *', 'Last name *', 'Work email *', 'Password *', plus
'Continue' and 'Sign up with Google'.
2. Enter your first name in *'First name ' (placeholder: 'Enter your first name').
Your first name is entered in the field.
3. Enter your last name in *'Last name ' (placeholder: 'Enter your last name').
Your last name is entered.
4. Enter your work email in *'Work email ' (placeholder: '[email protected]').
Your work email address is entered.
5. Enter a password of at least 8 characters in *'Password ' (placeholder: 'Minimum 8 characters'). Use the eye icon to
show or hide the password if needed.
The password meets the minimum length requirement.
6. Check the box 'I agree to the Terms and Privacy Policy', then click 'Continue'.
You are redirected to the verification page showing 'Check your inbox — you're almost in.' along with the email
address that received the verification message (screen_1.png).
Troubleshooting
1. You cannot click 'Continue' or the form won’t submit.
Likely Cause: One or more required fields are empty, or 'I agree to the Terms and Privacy Policy' is not checked.
Action: Fill all fields marked with ***** and check the Terms and Privacy Policy box, then click 'Continue' again.
2. The password is rejected or an error appears during submission.
Likely Cause: The password is shorter than the required 8 characters.
Action: Enter a password with at least 8 characters (see the *'Password ' placeholder 'Minimum 8 characters').
3. The form submission fails with a network error.
Likely Cause: A temporary internet or server issue.
Action: Check your internet connection and try submitting the form again after a moment.
Note: The input placeholders include 'Enter your first name', 'Enter your last name', '[email protected]', and
'Minimum 8 characters'. The 'Terms' and 'Privacy Policy' text in the checkbox label are clickable links.