Create a workspace and choose your plan
Set up your company, choose a workspace type and plan, and start your five-day trial through Checkout.
Start here when you're creating your own Sydnee workspace. If you're joining an existing team, accept its invitation instead.
New signup collects payment details through secure Checkout. For a new trial, your plan starts charging after the five-day free trial. Check the selected plan, billing dates, and total before confirming.
Set up your company
- Register or sign in.
- Answer How did you hear about us?, or choose Skip for now.
- Enter your Business Name and an available Client Access URL.
- Choose your workspace type.
- Choose your team size.
Sydnee is the usual workspace choice. Choose Healthcare with a BAA if you need a Business Associate Agreement and the added privacy and security setup. Healthcare stays enabled once activated, so review your workspace choice before Checkout.
Sydnee is preparing for HIPAA readiness. A workspace choice or BAA is not a statement that Sydnee is HIPAA compliant. Review BAA information.
Review the recommended plan
Your team-size answer sets a starting recommendation. You can choose another plan that fits your team.
| Team size | Starting plan |
|---|---|
| 1–2 | Core |
| 3–24 | Growth |
| 25–100 | Power Team |
| 101+ | Power Team, with guidance to contact us about a larger team |
Power Team's current limit is 100 team seats. For more than 100, use the contact option before buying.
Annual billing is selected first. You can switch to monthly. Annual cards show a monthly rate, while the plan comparison shows the full yearly charge. Review the total again in Checkout.
Healthcare Core and Growth include an added BAA amount in the total. Power Team includes the BAA at its plan price, but you still need to choose Healthcare during setup.
Start the trial
- Review the plan and monthly or annual billing choice.
- Select Start my 5-day trial.
- Review the price, trial dates, and payment details in Checkout.
- Complete Checkout and return to Sydnee.
- Follow any remaining setup steps until your workspace opens.
If this workspace has already used its trial, the button says Continue to payment. Review when payment starts before continuing. Leaving an unfinished Checkout alone doesn't use a new trial.
Company details are saved during setup, but ordinary workspace access starts after payment setup and the remaining security steps are confirmed.
If you leave or setup takes longer
Sign back in to continue setup. Review the active plan and totals before reopening Checkout. Use Back to review earlier answers; company details may be locked after Checkout has started.
If the return page is still checking, use its refresh or recovery action. Returning from Checkout alone doesn't confirm that the workspace is ready. If it stays stuck, use Support and include the company name, visible message, and time. Keep payment details and sign-in codes out of your message.
Existing workspaces may have a free trial without a payment method or an older subscription. Trial and billing recovery explains those flows.