Set up your pathway

Tell Licentio your license type, degree date, and registration so it applies the right BBS rules.

After you verify your email, Licentio walks you through a short setup. This is where you tell it which license you're pursuing and where you are in the BBS process. Those answers decide which rules apply to every hour you log, so it's worth a careful few minutes.

Setup runs as a series of steps with a progress indicator. Inside the registration step, Back returns you to the choice of options.

Choose your role

Licentio asks how you'll use it:

I'm tracking my own supervised experience — the associate path, covered here.
I'm a supervisor — jumps you to supervisor setup instead. See For supervisors.
I'm setting up an organization — creates an organization workspace for a clinic, agency, or training program, with you as its Director. See Create your organization.

Choose the first option to set up an associate pathway.

If you're both an associate and a supervisor, choose the associate path now. When an associate later invites you to supervise them, accepting the invitation prompts you to add your supervisor credential. If your employer invited you to its organization, accept that invitation from the email; you'll still set up your own pathway here. See Joining an organization.

Tell us about your pathway

Two answers define your pathway:

Which license are you pursuing — LCSW, LMFT, or LPCC.
Degree completion date — when you finished your qualifying graduate degree. Enter the exact date, not an approximation.

Your degree date isn't a formality. Every California pathway in Licentio runs on the current AB 93 supervision rules, and your degree date marks the earliest your experience can count and decides whether the BBS 90-day rule needs an employer Live Scan date from you (degrees completed on or after January 1, 2020).

It also starts the 90-day clock: the BBS must receive your application within 90 days of this date. A date that's off by a few weeks moves that deadline with it.

If you're unsure of the exact date, your transcript or BBS confirmation is the source of truth. You can correct it later from your Pathway page.

Add your BBS registration

Your associate registration anchors when your hours start counting. Pick the option that matches where you are:

Your situation	What happens
I have my associate number	Enter your registration and Licentio validates your hours against it right away.
I've applied but don't have a number yet	You can start logging immediately. Hours are held as pending and count once the BBS issues your number and you add it.
I haven't applied yet	You get a read-only profile. Logging unlocks once you add a registration.

If you have your number, you'll enter your state, license goal, associate registration number, and its issue and expiration dates.

If you have your number or you've applied, Licentio also asks for the dates tied to the BBS 90-day rule: your Application received date (required if you've applied but don't have a number yet) and, for degrees completed on or after January 1, 2020, your Employer Live Scan date. These let hours you earned before your number was issued count toward licensure, so add them if you have them.

Your trial starts on its own

There's no billing step. Your 30-day trial starts the moment your account is created, with no card required. Add a payment method any time before it ends from Settings → Subscription; your data is safe either way. Full detail is in Your trial and subscription.

You're all set

The last step confirms your pathway is ready and lists a few next steps — importing existing hours, inviting your supervisor, and logging your first event. These reappear on your dashboard, so you can skip any of them for now and come back later.

Next: a tour of your dashboard.

Gotchas

Your degree date is part of your BBS record. It anchors when your experience can start counting and whether the 90-day rule needs your employer Live Scan date. Enter it as your transcript shows it.

"Haven't applied yet" means read-only. You won't be able to log hours until you add a registration. If you've at least applied, choose the middle option so you can start logging now.
Match your BBS records. Enter your registration number and dates exactly as the BBS has them. These flow into your Experience Verification at the end.
The 90-day dates are easy to skip and hard to miss later. If any of your hours predate your associate number, add your application-received and Live Scan dates now so those hours can count.

FAQ

I don't know my exact degree completion date. Get it from your transcript or BBS confirmation rather than estimating. The date sets your 90-day application deadline and the earliest day your hours can count, so an approximation can cost you hours at the edges. If you later find it was wrong, fix it yourself from the Qualifying degree card on your Pathway page.

I've applied but don't have my associate number yet. Can I log hours? Yes. Choose I've applied but don't have a number yet. Your hours are held as pending and count once the BBS issues your number and you add it to Licentio.

Can I change my license type after setup? Not from the app. Contact support@licent.io and the team will handle it with you. Registration details you can correct yourself; see Correct or renew your registration.

What is the 90-day rule? It's the BBS provision that lets certain hours earned before your associate number was issued count toward licensure, as long as your application-received and Live Scan dates are on file. Adding those dates during setup is how Licentio applies it.