Everything, explained in front-desk language
Short, honest guides — most under five minutes. The product also explains itself the first time you open each page.
Getting started
4 articles
Create your practice account
From signup to a live website and working dashboard in about ten minutes.
3 min read
Your first 30 minutes
The setup order that gets a practice live with the least backtracking.
5 min read
Editing your website
The Website Studio lets you change your live site by clicking on it.
4 min read
Inviting your team
Logins for the front desk, roles, and what each role can do.
2 min read
Front desk, daily
8 articles
The morning huddle (your Overview)
One screen at the start of the day: today’s chair, who needs a nudge, what came in overnight.
3 min read
Managing the schedule
The agenda list, confirmations, reschedules, and the aging colors.
4 min read
From website lead to patient
The triage queue for contact and insurance-check requests.
3 min read
Messages & your clinic inbox
One thread per patient, plus your practice Gmail inside the dashboard.
3 min read
The fast-pass waitlist
Fill a cancelled slot before it goes empty — automatically.
3 min read
Follow-ups that run themselves
A reminders board that fills itself from balances, recall, and unconfirmed visits.
3 min read
Digital intake forms
Photo & insurance-card fields, OCR autofill, AI pre-visit summaries, kiosk mode, and packets.
4 min read
Broadcast messaging
Send one message to a whole segment of patients at once.
2 min read
Patient-facing
8 articles
Setting up the patient portal
Feature toggles, notice windows, your welcome copy, and preview-as-patient.
5 min read
Online booking rules
Where the slot grid comes from and how to keep wrong bookings out.
3 min read
Collecting reviews
Request after good visits, feature the best on your website, stay FTC-clean.
3 min read
Recall & outreach campaigns
Audiences that build themselves, warm templates, and booked-visit attribution.
4 min read
Post-visit surveys (NPS)
A quiet 0–10 pulse after each visit, with unhappy patients escalated to the owner.
2 min read
Family access
One login runs the whole household — parents manage kids’ visits, forms, and balances.
2 min read
Loyalty & refer-a-friend
Reward visits and turn happy patients into new-patient referrals.
2 min read
Change the icon on a service
Pick from the built-in icons, use an emoji, or upload your own picture — on the page itself or from the services list.
2 min read
Money & integrations
11 articles
Connecting your PMS
One bridge reaches Open Dental, Dentrix, Eaglesoft + more — we set it up with you.
4 min read
Setting up your shop & memberships
Stripe Connect, products, membership plans — payouts to your own bank.
4 min read
Plans & billing
What each tier includes, switching plans, and how to cancel.
2 min read
Online balance payments
Let patients pay their balance from the portal, and how reconciliation works.
3 min read
Booking deposits
Take a deposit on high-value visit types so the slot is real.
3 min read
Payment plans with autopay
Let patients pay a balance in installments on a card kept on file.
3 min read
In-house membership plans
Your answer for uninsured patients — a subscription that keeps them coming.
3 min read
The collections workboard
Work open balances honestly, with pay-links and a dunning state per patient.
3 min read
Requesting your PMS integration
Run Dentrix, Eaglesoft, or Curve? Raise your hand and we’ll notify you when it’s ready.
2 min read
Patient financing on your site (Cherry, CareCredit, Sunbit)
Add the financing you offer, paste the one link your provider gave you, and the site builds the apply buttons and widgets.
4 min read
Using your own domain
Point your practice domain at your DreamCRM site with managed SSL.
3 min read
Email us and a person answers
Not a ticket queue and not a bot — hello@dreamcreatestudio.com. If the answer should have been in here, we write the doc too.