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Signing up creates both your personal account and the practice workspace it owns. It is a four-step wizard, and it finishes with an email you must open before you can log in.

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Fill in the wizard

The progress line under the heading reads Step {n} of 4. Continue moves forward, Back returns, and nothing is submitted until the last step.
1

Say what brings you here

What brings you to ClinikEHR? — “Choose all that fit — we’ll shape your setup around them.” Select any number of chips: Clinical notes, AI note taker, AI Agents, AI Automations, Telehealth, ePrescribing, Scheduling, Online booking, Patient portal, Billing & payments, Insurance & claims, Lab & imaging, Pharmacy & inventory, Intake forms, Reminders, Analytics, Marketing, CRM, Membership Plans, Online Store. An Other… chip reveals a Tell us what you’re looking for box.Pick at least one — the wizard refuses to continue otherwise (“Pick at least one — it personalises your setup”). What you choose floats the matching setup steps to the top of your checklist afterwards, badged For you.
2

Create your account

Enter First name, Last name, Email and Password (at least 8 characters), then tick “I agree to the Business Associate Agreement, Terms of Service, and Privacy Policy.”Below an Or divider there is a Google sign-in option. Using it skips the rest of the wizard and finishes your details on a separate form after you sign in.
3

Describe your practice

About your clinic asks for I am a… (your role), The kind of care I provide is…, Clinic / practice name, and Practice size. Choose Solo (1–3 providers) or Team (4–20 providers).Practice size is the one answer with a lasting effect: it sets the shape of your workspace, including the sidebar you get and the fact that the people you see are called Clients. Answer it honestly rather than aspirationally — it is not a setting you can flip yourself afterwards.
4

Add the optional extras and submit

Almost there asks how you heard about us, how long you have been practicing, a phone number and a country. Every field on this step is optional.Complete the verification challenge, then select Get started. The button reads Creating your workspace… while it works.

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Verify your email

Success looks like You’re all set! 🎉 — “We’ve sent a verification link to {your address}. Verify your email to log in and finish setting up your clinic.”
Nothing is usable until you open that link. There is no automatic login, and signing in before you have verified will not work. If the mail has not arrived, check your spam folder and wait a minute before trying again.
Open the link, then select Log in and sign in with the email and password you just chose.

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Check it worked

You are signed in, and one of two pages is showing:
  • “Let’s get your clinic set up” with a Start for free button — the usual landing. Select it to start a 7-day trial with no card. You then arrive on Get Started with the message “You’re in! 🎉”.
  • The plan comparison page. Also normal, not an error — pick a plan or start the trial from there. See Choose a plan.
Either way the sidebar now shows Get Started, and that is where the eight-step checklist lives.

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If something goes wrong

The wizard returns you to step 2 with “An account with this email already exists.” and a Log in instead → link. Use it. If you cannot remember the password, use Forgot password on the sign-in page rather than creating a second account with a different address — a second account is a second workspace, and client records cannot be moved between them.
Temporary, disposable and relay or alias addresses are refused: “Temporary or relay/alias email addresses aren’t allowed.” Use your work address, or a personal one you will still have in a year — it is the address that receives password resets and every clinical notification.
Check spam and any quarantine your workplace mail filter runs. Links can take a minute. If it still has not arrived, ask support to re-send it rather than signing up again — a second signup on the same address returns the “You already have an account” message.
The challenge on the last step needs to reach Cloudflare. A corporate firewall, a VPN or an aggressive tracker blocker can stop it loading, which leaves Get started disabled. Try a different network or a private window.
Practice size sets the shape of your workspace, and it is not a setting you can flip yourself. Contact support and ask for the change rather than signing up again — a second signup is a second workspace, with none of your records in it.