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. You can go back a step at any point.

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 — organization accounts aren't open yet; this option joins a waitlist.

Choose the first option to set up an associate pathway.

If you're both an associate and a supervisor, choose the associate path now. You can add your supervisor credential later from your dashboard.

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. Month-level precision is fine.

Your degree date isn't a formality. It decides which version of the BBS rules applies to you. The boundary that matters most is whether you graduated before or after January 1, 2020 (the AB 93 changes), because the requirement totals and supervisor rules differ across it.

If you're unsure of the exact date, your transcript or BBS confirmation is the source of truth. Enter your best estimate now; you can correct it later from your pathway settings.

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 two dates tied to the BBS 90-day rule — your application received date and 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.

Start your trial

Setup finishes by starting your free trial. You add a payment method, choose monthly or annual, and you're in. Your card goes directly to Stripe, it isn't charged until your trial ends (Licentio shows you the exact date), and you can cancel any time before then from Settings. A valid beta or offer code may waive the card entirely.

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 changes your requirements. Because it decides which rule set applies, an incorrect date can show you the wrong totals and caps. If your numbers ever look off, check your degree date first.

"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 board-ready log 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. Month-level precision is enough. Use your transcript or BBS confirmation if you have it, and you can correct the date later from your pathway settings.

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? Yes. See Change or correct your pathway.

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.