Create Your TallyFlex Account

Creating Your Account

1. Sign Up

• Visit TallyFlex or open the mobile app
• Tap Create Account or Log In with Google/Apple
• Enter your full name
• Provide your professional email address
• Create a secure password (minimum 8 characters)
• Tap Create Account

2. Verify Your Email

• Check your inbox for a verification email from TallyFlex
• Click the verification link in the email
• This confirms your email address and activates your account

Didn’t receive the email? Check your spam folder or request a new verification email.

3. Choose Your Terminology

TallyFlex lets you customize terminology to match your work setting—clinic or school:

• Clients - For clinic-based ABA practices
• Students - For school-based programs and educational settings

This affects labels throughout the app:

• Client/Student lists
• Session reports
• Data exports
• Team communications

Can I change this later? Yes! You can update your terminology preference anytime in Settings.

4. Configure Your Profile (Optional)

Customize your account settings from the Profile page:

• Display Name - Update how your name appears in the app
• Organization Type - Select your organization type (determines if BAA is required)
• Business Associate Agreement - Sign a BAA if your organization requires HIPAA compliance
• Terminology - Switch between “Clients” or “Students” anytime
• Notification Preferences - Control which alerts and reminders you receive

What’s Next?

Now that your account is ready, you can:

• Add a Student - Create your first student and start tracking
• Recording Methods - Learn all 6 ABA data collection methods
• Team Collaboration - Invite team members (Teams plan) (coming soon)

Need Help?

Having trouble creating your account? Email support@tallyflex.com for assistance.