> ## 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.

# Create your account

> Sign up for a practice workspace, verify your email address, and sign in for the first time.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="No plan needed to sign up" roles="Anyone — you become the owner of the workspace you create" />

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.

<Path steps={['clinikehr.com', 'Sign up']} />

<TaskHeader before="A permanent personal or work email address you can open right now" time="3 minutes" after="A verified account and an empty practice workspace, ready for setup" />

## 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.

<Steps>
  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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."

<Warning>
  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.
</Warning>

Open the link, then select **Log in** and sign in with the email and password you just chose.

## 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](/practice/get-started/choose-plan).

Either way the sidebar now shows **Get Started**, and that is where the [eight-step checklist](/practice/get-started) lives.

## If something goes wrong

<AccordionGroup>
  <Accordion title="'You already have an account'">
    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.
  </Accordion>

  <Accordion title="'Please use a permanent personal or work email'">
    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.
  </Accordion>

  <Accordion title="The verification email never arrives">
    Check spam and any quarantine your workplace mail filter runs. Links can take a minute. If it still has not arrived, ask [support](/platform/help/contact-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.
  </Accordion>

  <Accordion title="The verification challenge will not complete">
    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.
  </Accordion>

  <Accordion title="I chose the wrong practice size">
    Practice size sets the shape of your workspace, and it is not a setting you can flip yourself. [Contact support](/platform/help/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.
  </Accordion>
</AccordionGroup>

<StillStuck topic="signing up" />