Help / Guides by role

Guide for reception

Booking, arrivals, invoices and follow-up in one place.

Available to: Reception

1. 1

   Booking: in Appointments, click any free slot or use the + button at the top. The app blocks any clash for the same dentist or chair.

2. 2

   Every morning: Appointment reminders for tomorrow's patients (WhatsApp in one tap), and Online booking requests for new requests.

3. 3

   When a patient arrives, mark them as arrived so the dentist can start. For a new patient, open a file with New patient.

4. 4

   After the visit: in Invoices → Awaiting invoice, issue the invoice and record the payment (cash, card or transfer, full or partial), or split it into instalments.

5. 5

   Leads: log anyone who asks by phone or WhatsApp, use the saved messages and set the next follow-up.

6. 6

   Waitlist: when an appointment is cancelled, message waiting patients in one tap and book them in.