Getting Started

1.1 Creating an Account

EasyPrompter offers multiple ways to create an account. Email sign-in is the default (password is optional and can be added later).

Email Signup (Default)

  1. Navigate to the homepage and click "Get Started" or "Sign Up"
  2. Choose your plan:
    • Free: Limited features, read-only offline mode
    • Creator: Individual subscription with full features
    • Studio: Team subscription with organization features
  3. Enter your:
    • Name (required)
    • Email address (required)
  4. Click "Send Sign-in Link"
  5. Check your email and click the link to complete signup/sign-in
  6. Optional: Add a password later in SettingsSecurity if you want password sign-in

Note: If you're signing up for Studio plan, you may be prompted to create a team organization name.

OAuth Signup (Google, Microsoft, Apple, Slack)

  1. Click the OAuth provider button (e.g., "Sign in with Google")
  2. Complete authentication with the provider
  3. Your account is automatically created

Edge Cases:

  • If you try to sign up with an email that already exists, you'll be prompted to sign in instead
  • If you sign up via OAuth but the email is already registered, you may need to sign in using the method previously set up (email link, OAuth, or password)
  • Rate limiting: Too many signup attempts from the same IP will temporarily block further attempts (typically 5 attempts per 15 minutes)

1.2 Signing In

Email Sign In (Default)

  1. Navigate to "Sign In"
  2. Enter your email
  3. Click "Send Sign-in Link"
  4. Check your email and click the link to sign in

Password Sign In (If You Set a Password)

  1. Navigate to "Sign In"
  2. Enter your email
  3. If your account has a password set, you’ll be prompted for it
  4. Enter your password and click "Sign In"

OAuth Sign In

  1. Click your OAuth provider button
  2. Complete authentication

Edge Cases:

  • If you've forgotten your password, use the "Forgot Password" link
  • If you don't have a password set, you’ll use email link (or OAuth) to sign in
  • After multiple failed sign-in attempts, you may be rate-limited (typically 5 attempts per 15 minutes)

1.3 Password Reset

  1. Click "Forgot Password" on the sign-in page
  2. Enter your email address
  3. Check your email for a password reset link
  4. Click the link and enter your new password
  5. Password requirements:
    • Minimum 8 characters (recommended: 12+ with uppercase, lowercase, numbers, and symbols)

Edge Cases:

  • Reset links expire after a set time (typically 1 hour)
  • Each reset link can only be used once
  • If you don't receive the email, check spam folder or request a new link

1.4 Onboarding

After signing up, new users go through an onboarding flow:

  1. Welcome Screen: Overview of EasyPrompter features
  2. Plan Selection (if not selected during signup):
    • Free: Limited features
    • Creator: Individual subscription ($X/month or $Y/year)
    • Studio: Team subscription ($Z/month or $W/year per seat)
  3. Organization Setup (Studio plan only):
    • Enter organization name
    • You become the organization admin
  4. Trial Period (if applicable):
    • Studio plans typically include a 14-day free trial
    • Trial banner appears at top of screen showing days remaining
  5. Dashboard: You're redirected to your scripts list or dashboard

Edge Cases:

  • If you sign up via invitation link, you skip plan selection and join the existing organization
  • If you close the browser during onboarding, you can complete it later by visiting /onboarding
  • Trial periods cannot be extended, but you can upgrade before trial ends to avoid interruption