Everything, explained in front-desk language

Create your practice account3 min

From signup to a live website and working dashboard in about ten minutes.

Your first 30 minutes5 min

The setup order that gets a practice live with the least backtracking.

Editing your website4 min

The Website Studio lets you change your live site by clicking on it.

Inviting your team2 min

Logins for the front desk, roles, and what each role can do.

The morning huddle (your Overview)3 min

One screen at the start of the day: today’s chair, who needs a nudge, what came in overnight.

Managing the schedule4 min

The agenda list, confirmations, reschedules, and the aging colors.

From website lead to patient3 min

The triage queue for contact and insurance-check requests.

Messages & your clinic inbox3 min

One thread per patient, plus your practice Gmail inside the dashboard.

Setting up the patient portal5 min

Feature toggles, notice windows, your welcome copy, and preview-as-patient.

Online booking rules3 min

Where the slot grid comes from and how to keep wrong bookings out.

Collecting reviews3 min

Request after good visits, feature the best on your website, stay FTC-clean.

Recall & outreach campaigns4 min

Audiences that build themselves, warm templates, and booked-visit attribution.

Connecting Open Dental5 min

The official-API sync: what you need, what syncs, and what never moves.

Setting up your shop & memberships4 min

Stripe Connect, products, membership plans — payouts to your own bank.

Plans & billing2 min

What each tier includes, switching plans, and how to cancel.

Online balance payments3 min

Let patients pay their balance from the portal, and how reconciliation works.