Choose your booking type
Suggested reservation type: Appointments. Short slots, a dentist per patient, kiosk check-in at the front desk and reminders to cut no-shows are all appointment-service tools.
Set it under Settings → Configuration → Reservation type: tick Appointments and leave the other boxes off. The choice is saved for the selected location.
Create your services
Start with these:
- Check-up & clean — 30 minutes, price 1500
- Whitening — 60 minutes, price 6000
Both are appointment services; the short time frame keeps the diary dense.
An appointment service is a class with Open for appointments switched on, edited at /admin/appointments/classes/:classId. In its Settings pill start from: default duration 30 minutes, Time frame 15 min, Buffer time - Open 5 min, Buffer time - Close 10 min, and Working Hours matching your opening hours. Connect staff to the service at /admin/appointments/connect and set each person's hours at /admin/appointments/instructors/:customerId.
Set the booking flow
Under /admin/appointments/settings → Booking flow, order the steps Classes → Instructors → Date:
- Classes: Enabled + Required
- Instructors: Enabled (not Required)
- Date: Enabled + Required
The treatment comes first so a Whitening is never squeezed into a check-up slot; the Instructors step is enabled but optional — regulars pick their dentist, new patients take the first free time.
Passes and payment
No passes: dental work is paid per visit at the desk, so leave the pass list empty and let reception settle each appointment. Passes live at /admin/passes if you add one later.
Cancellation window: under Settings → Reservation allow customer cancellation with a cutoff of 24 hours before the start (the field takes minutes, so enter 1440).
Customers and features
Dependents: Turn dependents on under Settings → Customer so a parent books check-ups for the whole family from one account.
Custom features to switch on at /admin/custom-features (each uses a feature point):
- Self-service Customer Check-in — lets patients check in at the front desk tablet.
- Branded Booking Website — replaces the phone queue for new patients.
- Reporting & Business Insights — shows chair utilisation and no-show rates per dentist.
- Automated Reminders & Notifications — reminds patients the day before and recalls them for the next check-up.
- Client Intake Forms — collects medical history and allergies before the first visit.
Worked examples for this business: Equipment for a Dental Practice (Equipment → Items) and Appointment add-ons for a Dental Practice (Appointments → Addons).
Do it with the assistant
The admin AI assistant reads this playbook and can set the business type, create services and classes, passes, link instructors, set working hours, buffers and the time frame, and enable features — every change is shown for approval before it is saved. Try:
- “Create a Check-up & clean service, 30 minutes, 1500, time frame 15 minutes.”
- “Enable Self-service Customer Check-in for the front desk.”
- “Set customer cancellation to 24 hours before the appointment.”
