Documentation / Getting started
From a blank practice to a booked appointment
This is the order that gets a new HyperCRM practice from nothing to useful: sign in, fill in the practice profile, set working hours, add a service, invite anyone else who needs access, add a patient, then book an appointment against it.
1. Sign in
Everyone signs in as themselves, with a passkey, their own email and password, or a link emailed to them. There is no shared practice login. The person who signs up and completes Set up your practice (practice name, vertical, country and currency, and optionally the default services for the vertical) becomes the practice owner and can invite other staff later.
2. Fill in the practice profile
In Settings → General (owner only), check the practice name and fill in the address, contact details, country and currency; the name, country and currency were already set in the setup wizard. This information is what shows up on invoices and public-facing pages, so it is worth getting right before patients see it.
3. Set working hours and the calendar slot interval
In Settings → General (owner only), under Scheduling, set your Working hours for each weekday, the Timezone and the Calendar slot interval. The booking page on your website, the phone assistant (Complete plan, on request) and the assistant's free-time search read from these settings; staff can still book any time on the calendar. Until you change them a new practice is open Monday to Friday, 09:00 to 17:00, in 30-minute slots, so check them before you take bookings.
4. Add at least one service
In Settings → Catalog (owner only), a service carries a price, a duration and the switch Visible on public booking pages. A practice that chose its field can load a ready-made starter list during setup or later from Settings → Catalog with Load default catalog; if you already loaded one, check its prices. Add your chairs (or rooms) in the same section, up to three for each practitioner on your plan: when a practice has more than one, every booking names one. Every practice gets a website with online booking, on both plans; on Complete you can also use your own web address and a blog. Online booking only offers services and chairs that are visible on public booking pages, and the service sets the duration of a booking made online.
5. Invite the rest of the practice
The owner invites people from Settings → Team with Invite staff, choosing the role Owner or Staff, and ticks They have their own calendar for anyone patients book with. Practitioners are what your plan is priced on; reception and admin accounts are free and unlimited. The owner's own email must be confirmed before sending. The invitation link expires after three days, can be used once, and only accepts sign-in from the matching, confirmed email address.
6. Add a patient and book an appointment
Create a patient record with their contact details, then book an appointment against it from the calendar. From here, patient records, appointments and forms cover each area in more depth.
The first-week setup, in order
The same steps as a checklist; inviting staff can happen at any point.
Create the practice
Sign in and fill in the practice profile: name, address, contact details, country and currency.
Invite staff
Invite the rest of the practice by email; each invitation is a link that expires after three days and gives the role you choose, Owner or Staff.
Set working hours
Check your opening hours, timezone and calendar slot interval; online booking and the assistant's free-time search read their free times from them.
Build the service catalogue
Add at least one service, with a price, a duration and whether it is publicly bookable, since appointment duration comes from the service.
Take the first booking
Add a patient record and book an appointment against it from the calendar.
Go deeper
Appointments
Booking, availability, reminders and unavailable blocks in more detail.
Patients
Basic info, status, tags and clinical notes with revision history.
Forms
Building an intake or consent form and sending it to a patient.
Common questions
HyperCRM is paid software. Every practice starts with a 30-day free trial of the Complete plan, with no card needed. After that, Essential starts at €19 a month and Complete at €34, VAT included. The price depends on how many practitioners you have. Every price is on the pricing page, so you never need a sales call.
HyperCRM suits appointment-based practices that keep clinical records: dental, medical, surgical, physiotherapy and aesthetic clinics. They all run the same system, using the words their own field uses. Each of these fields comes with a ready-made service list, added at setup or later from Settings. You can always add, change or remove services to fit your own practice.
Not strictly. A new practice starts open Monday to Friday, 09:00 to 17:00, with a 30-minute slot interval, and availability is calculated from those defaults until you change them in Settings → General. Set your real hours before you take bookings online.
Yes, at any point once your own email address is confirmed. Each invitation is a single-use link that expires after three days and only completes sign-in for the email address it was sent to, so there is no rush to finish setup first.