Quickstart Guide

Go to app.chairpulse.com and select the Sign Up tab.

Fill in the following fields:

• First Name and Last Name
• Email -- Use your work email address
• Password -- Minimum 6 characters. The form shows a strength indicator (Weak, Good, or Strong) as you type

Click Create Account to submit your registration.

After verifying your email, return to app.chairpulse.com and use the Login tab.

Enter your Email and Password, then click Login.

If you have forgotten your password, click Forgot your password? below the login button to reset it.

First-time users are automatically directed to the setup wizard.

The setup wizard has two steps. On the first screen, titled Set up your practice, enter your practice details:

• Practice Name (required) -- The name of your dental practice as patients and staff know it
• State (required) -- Select your state from the dropdown. ChairPulse uses this to load jurisdiction-specific compliance rules
• City (required) -- Enter your city name
• Practice Website (optional) -- Your practice's website URL

Click Continue to proceed to the next step.

On the second screen, titled Practice Profile, select your practice type. This helps ChairPulse show the most relevant compliance requirements for your practice.

Choose from the available practice types (such as General Dentistry, Pediatric Dentistry, Oral Surgery, Orthodontics, and others) and select any applicable specialties.

Click Continue to Dashboard to complete the setup.

The Dashboard is your command center. On your first visit, you will see:

• A Welcome Banner greeting you by name, with an option to watch the tutorial video
• A Tutorial Video Modal that walks you through the platform
• Quick Stats Row showing four key metrics: maintenance tasks due, active issues, invoices awaiting review, and upcoming compliance deadlines
• Alert Bars for Issues and Compliance that link directly to those sections when items need attention
• Maintenance Tasks Section showing your upcoming and overdue tasks

Navigate to Equipment in the sidebar, then click to add new equipment. You will see two options:

• Add New Equipment (Recommended) -- Select category, manufacturer, and model from ChairPulse's built-in catalog
• Copy from Existing (Fastest) -- Duplicate equipment you have already added into a different room

Select Add New Equipment to go through the full flow.

Select your equipment:

1. Choose a Category from the searchable dropdown (for example, "Autoclaves & Sterilizers", "Dental Chairs & Delivery Units", or "X-Ray & Imaging"). If your category is not listed, you can create a custom one.
2. Choose a Manufacturer (for example, "Midmark", "A-Dec", "Dentsply Sirona"). Custom manufacturers are supported.
3. Choose a Model from the filtered list. Custom model names can be entered if yours is not in the catalog.

Click Continue to proceed.

Fill in equipment details:

On the Equipment Details screen, review and complete the information. Fields marked with an asterisk are required:

• Equipment Name (required) -- A display name, such as "Main Autoclave" or "Op 3 Chair"
• Category (auto-filled from your selection)
• Manufacturer and Model (auto-filled)
• Type / Model Name (required)
• Room / Location (required) -- Select from your configured rooms or click Add New Room to create one inline
• Expected Lifespan and Criticality (auto-filled from master data when available)

Optional fields include Serial Number, Acquisition Date, Warranty Expiry, Status, Service Contact, and Sales Rep. You can fill these in now or complete them later from the equipment detail page.

Click Save Equipment to finish.

Return to the Dashboard from the sidebar. You should now see:

• Your equipment reflected in the Quick Stats Row
• Any auto-generated maintenance tasks in the Maintenance Tasks section
• Compliance deadlines beginning to populate as applicable for your jurisdiction

Your ChairPulse setup is complete. From here, you can add more equipment, invite team members, set up rooms, or start completing maintenance tasks.