> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Set up your practice
> The eight-step setup checklist for a new solo or team practice, and where to go for each one.
export const Path = ({steps = []}) =>
{steps.map((s, i) =>
{i > 0 ?
›
: null}
{s}
)}
;
export const Availability = ({editions = ['all'], plans, roles, note}) => {
const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
return
Available in
{list.map(e =>
{EDITION_LABELS[e] || e}
)}
{plans ? Plan : null}
{plans ? {plans} : null}
{roles ? Who : null}
{roles ? {roles} : null}
{note ? {note} : null}
;
};
A new ClinikEHR workspace opens on a **Get Started** page with a checklist of eight steps. Work down it and you finish with a practice that can book clients, see them, document the visit and get paid. This section is one page per step.
## Before the checklist
Two things happen before you ever see the checklist, and both trip people up.
1. **Your account does not exist until you select the link in your email.** Signing up sends a verification link; there is no automatic login. See [Create your account](/practice/get-started/create-account).
2. **You pick up a plan on the way in.** Most new practices land on a page reading **"Let's get your clinic set up"** with one button, **Start for free**, which starts a 7-day trial with no card. Some land on the plan comparison instead. Both are normal. See [Choose a plan](/practice/get-started/choose-plan).
## What you see on Get Started
The page opens with a progress ring showing your percentage, **\{completed} of \{total} done** and an estimate of the time left, plus a **Continue** button pointing at your next step. Below that:
* **Try the AI in 60 seconds** — a spotlight card with a **Start demo** button. Enter a chief complaint and watch a SOAP note draft itself. It is a demo, not a saved record, and it is limited to five runs per clinic per day.
* **Your setup** — the eight step cards, incomplete ones first. Use **Show completed steps** to see the rest.
* **Other Setup** — a second tab of optional modules: **Telehealth**, **AI Note Taker**, **Intakes configure**, **ePrescribe**, **Documents**, **Online Payments**, **Client Portal** and **Insurance setup**, each marked **Ready** or **Setup**. The **Resources** tab beside it currently reads **Coming soon**.
* **Need a hand?** — **Schedule a setup call** ("30-min walkthrough with onboarding"), **Live chat**, the **Discord community**, and **Refer a colleague** ("Get 1 month free"), which appears once you have written a note.
On your first visit a **Personalise your setup** dialog offers to reorder the list around one goal — **Try the AI**, **See patients** or **Build your team** — and asks for your specialty. It offers itself once, and **Skip for now** is fine. A specialty rewords a few steps: a behavioural-health practice is asked for a **session note**, a dental practice for a **dental note**.
Progress updates live — finish a step elsewhere in the app and the checklist ticks without a refresh. A floating **Setup** pill in the bottom-right corner of every page carries the same progress and can be minimised or dismissed; it disappears for good at 100%, where you get confetti and **You're all set up**.
## The eight steps
| # | Step | Takes about | Ticks when |
| - | -------------------------------------------------------------------------- | ----------- | --------------------------------------------- |
| 1 | [Write your first clinical note](/practice/get-started/first-note) | 2 min | Any note exists |
| 2 | [Add your first client](/practice/get-started/add-clients) | 1 min | Any client exists |
| 3 | [Schedule your first appointment](/practice/get-started/first-appointment) | 1 min | Any appointment exists |
| 4 | [Add your first service](/practice/get-started/services) | 3 min | Any service exists |
| 5 | [Publish your booking page](/practice/get-started/booking-page) | 2 min | The booking page is published |
| 6 | [Choose a paid subscription plan](/practice/get-started/choose-plan) | 2 min | An active or trialing paid plan |
| 7 | [Complete your clinic profile](/practice/get-started/practice-profile) | 3 min | Name, address, phone and email are all filled |
| 8 | [Invite a team member](/practice/get-started/invite-team) | 1 min | A second staff member exists |
The order is a suggestion, not a dependency chain — with two exceptions. Create your services before you publish your booking page, because the booking page is where clients pick one. And step 8 needs a **second person**: you are already the first staff member, so the step stays open until someone else exists.
## The people you see are called Clients
Your sidebar says **Clients**, the button says **Create client**, and the list is headed **Clients Management**. A few older screens still say "Patient" — the check-in sheet is titled **Check In Patient**, for instance. Where this help centre bolds a label, it is the label on your screen.
## Open a step
The four-step sign-up wizard, email verification, and what to do if the address is already registered.
Document a visit from a template, from scratch, or with the AI assistant.
Create a record, and the fields worth filling now rather than later.
Book a slot, choose the provider and service, and send the confirmation.
Build your catalogue by hand, or apply a specialty starter set.
Design the public page, publish it, and share the link.
Start the 7-day trial, compare plans, and understand what happens after.
Address, phone and email — the four fields the step checks for.
Send an invitation, pick a role, and why you do not count as the second person.
A walk through the sidebar, the dashboard and the words ClinikEHR uses, before you start filling anything in.