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Lesson 4 of 8 · 9 min read · Beginner

Getting started: your first 15 minutes with Claude

Set up the app the way experienced users do — the model menu, projects, styles, thinking and memory — and finish a real task before the free-tier limit becomes a question.

In this lesson you will

  • Set up Claude on web, desktop or mobile
  • Find the five settings that change how Claude behaves
  • Complete a real task using a project and a pasted document

Claude's interface is deliberately plain: a chat box, a model picker and a sidebar of conversations. The power is in a handful of settings most people never open. This lesson walks through them in the order that pays off fastest.

Set-up in eight steps

  1. 1

    Create an account

    Go to claude.ai and sign up with email, Google or Apple. The free tier starts immediately; no card is needed.

  2. 2

    Install the apps you will actually use

    Desktop apps for macOS and Windows and mobile apps for iOS and Android are in the official download page. The desktop app adds a global shortcut and screen-reading, which is where it earns its place.

  3. 3

    Pick your model

    The model menu sits above the chat box. Free shows the current default; Pro adds the full ladder. Leave it on Sonnet for now — lesson 2 explains when to change it.

  4. 4

    Turn on extended thinking for hard questions

    The thinking toggle makes Claude reason before it answers. Leave it off for quick tasks: it uses more of your allowance and slows the response.

  5. 5

    Create a Project

    Projects hold files, a custom instruction and a set of chats. Anything you upload to a project is available to every chat inside it, so you stop re-pasting the same context.

  6. 6

    Set a Style

    Styles are saved writing instructions — formal, concise, explanatory, or your own. Set one once and every answer follows it.

  7. 7

    Check memory and data settings

    In Settings, review what Claude remembers across chats and whether your conversations may be used for training. Both are your call; both are one toggle.

  8. 8

    Do a real task

    Paste a document you actually need summarised — a contract, a report, meeting notes — and ask for a one-page brief with the three decisions it implies. Judge Claude on that, not on trivia.

The first real task1Create a Projectname it after the job2Upload the sourcePDF, DOCX, code, text3Add an instructionrole, audience, format4Ask one questionspecific, with a format5Iterate in the same …corrections, not restarts
Figure 1.The pattern experienced users follow: put context in a project once, then ask short questions against it.

Where the free-tier limit bites

The free tier counts messages in a rolling window, and long conversations count more because every turn re-reads the history. Three habits stretch it: start a new chat when the topic changes, put reference files in a project instead of pasting them every time, and ask for the length you need — "in five bullets" costs less than an open-ended "tell me about".

Claude Code, briefly

If you write software, Claude Code runs in your terminal and IDE, reads your repository, makes edits, runs tests and opens pull requests. It is included with Pro and Max, and it is the main reason Max exists. The Claude Code lessons live in the coding-AI guides on this site; this course stays with the app and the API.

Knowledge check

You keep pasting the same 30-page style guide into new chats. What is the fix?

Lesson FAQ

Can I use Claude without an account?

No. A free account is required. It takes a minute and no payment details are collected on the free tier.

What file types can I upload?

PDFs, text and code files, common office documents and images. Very large files may exceed the context window on the free tier; split them or upgrade.

Does Claude work offline?

No. All Claude products call Anthropic's servers. There is no local mode.

Finished reading?

Mark it done to track your progress through the course.

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