How to Use Whereby

A beginner-friendly guide to getting started with Whereby in 2026.

Price Free plan available

Best For small teams, consultants, telehealth providers

Rating ★★★★ 4.2/5

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Getting Started: Step by Step

Create your Whereby account

Visit Whereby's website and sign up for a free account. You'll need an email address to get started.

Set up your workspace

Once signed in, configure your Whereby workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.

Explore browser-based

One of Whereby's key features is browser-based. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore permanent-rooms

One of Whereby's key features is permanent-rooms. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore screen-sharing

One of Whereby's key features is screen-sharing. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Integrate with your existing tools

Connect Whereby with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.

Start using it for real work

Now that you're set up, start using Whereby for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.

Pro Tips

Start with the free plan or trial to explore Whereby's capabilities before committing to a paid subscription.
Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
Set up team channels or spaces early to keep projects organized as your team grows.
Check Whereby's official documentation and community forums for advanced tips and best practices.
Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.