---
title: "Getting started — HyperCRM documentation"
description: "How to set up a new HyperCRM practice: sign in, set your working hours and services, invite staff, add a patient, and book your first appointment."
canonical: "https://hypercrm.app/docs/getting-started"
lang: "en"
updated: "2026-07-25"
---

_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.

[Start the free trial](/dashboard) · [See all guides](/docs/guides)

## 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](/docs/guides/patients), [appointments](/docs/guides/appointments) and [forms](/docs/guides/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.

1. **Create the practice** — Sign in with a passkey and fill in the practice profile — name, address, contact details and locale.
2. **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.
3. **Set working hours** — Set your opening hours and the calendar slot interval — every availability calculation reads from these two settings.
4. **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.
5. **Take the first booking** — Add a patient record and book an appointment against it from the calendar.

## Go deeper

### [Appointments](/docs/guides/appointments)

Booking, availability, reminders and unavailable blocks in more detail.

### [Patients](/docs/guides/patients)

Demographics, status, tags and clinical notes with revision history.

### [Forms](/docs/guides/forms)

Building an intake or consent form and sending it to a patient.

## Common questions

### How much does HyperCRM cost?

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.

### Which kinds of practice is HyperCRM for?

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.

### Do I need to set working hours before I can book anything?

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.

### Can I invite staff before I finish setting everything up?

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.