Everything on this list lives on the Getting-started checklist on your Overview, and each item deep-links to the right screen.
- Add your logo and a real photo (Website → Editor → hover the hero photo spot → Add photo, or Replace photo once one is there). Template sites convert badly; real practices convert.
- Set your office hours (Settings → Business profile). Hours drive your website, your booking slot grid, and the portal footer all at once.
- Introduce your team with photos and a sentence of bio — they appear on your site and on patient-facing visit cards.
- Invite your front desk (Settings → Team). Everyone gets their own login.
- Skim Settings → Patient portal and click "Preview as a patient" to see what patients will see before you share anything.
If you run Open Dental, Dentrix, or another PMS
Connect it early (Business → Integrations) — patients, visits, and balances sync in, so you skip manual patient entry entirely. See "Connecting your PMS" — it’s a short install we do with you.