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
HyperCRM accounts sign in with a passkey rather than a shared password. The first person to sign in becomes the practice owner, with the ability to invite other staff later.
2. Fill in the practice profile
In Settings, set your practice name, address, contact details and locale — country and currency. 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
Still in Settings, set your opening hours and how the calendar divides the day into bookable slots. Every availability calculation — internal booking and the public booking page alike — reads from these two settings, so nothing books correctly until they are set.
4. Add at least one service
A service in the catalogue carries a price, a duration and a flag for whether it is publicly bookable. Appointment duration comes from the service, so the slot calculation needs at least one service to work against.
5. Invite the rest of the practice
The owner can invite additional staff by email; the invitation link expires after three days and only accepts sign-in from the matching verified email address. Invited staff get an assistant role under the practice, distinct from the owner.
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 sequence as above, as a checklist for your first week.
Create the practice
Sign in with a passkey and fill in the practice profile — name, address, contact details and locale.
Invite staff
Invite the rest of the practice by email; each invitation is a link that expires after three days and gives an assistant role.
Set working hours
Set your opening hours and the calendar slot interval — every availability calculation reads from these two settings.
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
Demographics, 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 full Complete plan, with no card required. After that, plans start at €19 and €29 a month excluding VAT, banded by how many practitioners you have. Every price is printed on the pricing page rather than quoted on a 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 — and dental practices additionally start from a service catalogue that is already filled in.
Yes. Availability is calculated from your practice's working hours and calendar slot interval, so appointments cannot be booked correctly — internally or through the public booking page — until both are set in Settings.
Yes, invitations can be sent at any point. 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.