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Account Guide

Creating An Account

Create a CherryMoney account, choose the right UK organisation type and complete email verification.

Start steps Field guide

Signup Screen

1 Organisation Type Choose Sole Trader, Companies House company, charity, or VCSE structure first.
2 Account Details Enter organisation name, full name, email and password.
3 Create Account Submit the form or use Google sign-in where enabled.
The signup screen collects organisation type, company details, user details, country, phone and password.

Step By Step

Follow these steps in order. Each step is written for a first-time user and avoids accounting jargon where possible.

  1. Open signup

    Go to Create account from the public site or open /signup directly.

    Open full instructions
    cherrybank.money/creating-account/step-1
    Step 1 visual

    Open signup

    Go to Create account from the public site or open /signup directly.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  2. Choose organisation type

    Select the type that matches the user: sole trader, company registered at Companies House, charity in England and Wales, charity in Scotland, or VCSE such as CIO, CIC, CLG, charitable trust or unincorporated association.

    Open full instructions
    cherrybank.money/creating-account/step-2
    Step 2 visual

    Choose organisation type

    Select the type that matches the user: sole trader, company registered at Companies House, charity in England and Wales, charity in Scotland...

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  3. Enter account details

    Add company or organisation name, full name, email, country, optional phone number and password. If a validation error happens, the form should keep entered values so the user can correct only the problem field.

    Open full instructions
    cherrybank.money/creating-account/step-3
    Step 3 visual

    Enter account details

    Add company or organisation name, full name, email, country, optional phone number and password. If a validation error happens, the form sho...

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  4. Create the account

    Click Create Account. If the email is already in use, use password reset or ask an admin to check whether a locked or unverified account exists.

    Open full instructions
    cherrybank.money/creating-account/step-4
    Step 4 visual

    Create the account

    Click Create Account. If the email is already in use, use password reset or ask an admin to check whether a locked or unverified account exi...

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  5. Verify email

    Enter the verification code from email. Use resend verification if the email does not arrive. If email delivery fails, an admin can manually verify the user from the backend.

    Open full instructions
    cherrybank.money/creating-account/step-5
    Step 5 visual

    Verify email

    Enter the verification code from email. Use resend verification if the email does not arrive. If email delivery fails, an admin can manually...

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  6. Continue to onboarding

    After verification, the organisation type selected at signup determines the onboarding path shown in the UK setup wizard.

    Open full instructions
    cherrybank.money/creating-account/step-6
    Step 6 visual

    Continue to onboarding

    After verification, the organisation type selected at signup determines the onboarding path shown in the UK setup wizard.

    A dedicated training visual for this step, focused on the exact action the learner should complete.

Fields To Check

These fields matter most for this workflow because they affect records, reports, reminders or customer-facing documents.

Field Why It Matters
Organisation type Controls the bespoke onboarding path and which UK finance workflows are shown.
Email Used for login, verification, password reset and account notifications.
Company name Creates the first workspace identity shown in the dashboard.

Tips

Use these checks when something does not look right or the user cannot complete the workflow.

  • Use the same email consistently. Duplicate email errors mean the account still exists somewhere, even if it is locked or unverified.
  • If no verification email arrives, check Brevo delivery first and then use admin manual verification.

Related Guides

Move to the next workflow when this page is complete.

Account Login Options Onboarding UK Setup Wizard Sales Clients And Products