Help center

Step-by-step guides for your dental CRM: calendar, patients, odontogram, WhatsApp bot, finance and more.

Getting started

What is systemdental.app

An overview of the all-in-one dental CRM with a WhatsApp AI Agent, and what you'll find in this help center.

Create your account & first steps

Sign up, start your 15-day trial and set up the essentials of your clinic on day one.

Dashboard alerts

The strip of cards at the top of the dashboard showing what needs attention today, each one a click away from the screen where it gets resolved.

Calendar & appointments

Calendar & appointments

Create, edit, reschedule and cancel appointments, and understand your clinic's calendar views.

Automatic reminders

Reduce no-shows with WhatsApp reminders that send themselves before every appointment.

Operatories & hours

Define your operatories, service hours and calendar capacity according to your plan.

Patient arrival & welcome protocol

Mark what happened with each appointment, follow the guided welcome protocol step by step, and understand the record lock and the required prescription.

Day close & appointment notes

Record in bulk the appointment notes for visits that didn't happen, with templates and the warning about the risk of interrupting treatment.

Daily activities

The opening, mid-day and closing checklist: who does each task, who ticked it and at what time, with a compliance score.

Online booking (widget)

A public page where your patients pick a treatment, day and time, and their appointment lands straight on your calendar.

Patients & clinical

Patients & records

Add patients, review their clinical history and keep a single record per person.

Odontogram

Record dental status visually, open the record for each individual tooth and generate quotes straight from the odontogram.

Prescriptions

Issue medical prescriptions per patient, with the doctor's professional license number, folio, electronic seal and handwritten signature.

Consents, signatures & clinical records

Informed consent per procedure, electronic and handwritten signatures, vital signs and your clinic's health authority details inside the patient record.

Lab work orders

Create work orders, track them through their four stages, and give the technician access with a dedicated role.

Treatment follow-up

Spot treatments that have been stalled too many days, log contacts and closures, and print a record for complaints.

Lab calendar

The lab's own calendar with its dentist clients: pickups, deliveries, try-ins and imaging studies.

Images, CBCT scans & 3D viewer

File X-rays and PDFs, upload CBCT scans and open them in the advanced viewer: three planes, 3D reconstruction, a panoramic from the arch, and millimetre measurements that are saved.

Lab rewards

Reward the doctors who refer patients to you with points: a catalog with prices and points, arrival logging, automatic generation on payment, and redemption in cash or credit.

Lab orders & their cash drawer

Manufacture work for outside doctors with a folio, pieces by FDI numbering and its own payments, and close the day with the lab drawer's cash cut.

WhatsApp & AI

WhatsApp AI Agent

Turn on the assistant that answers and books appointments on its own, 24/7, on your clinic's WhatsApp number.

Templates & messages

Personalize automatic messages (confirmations, reminders, reviews) with your clinic's tone.

Messaging channels

Connect your clinic's WhatsApp number with Meta, or use test mode before going live.

Finance & billing

Quotes & payment plans

Build quotes with discounts and your clinic's branding, turn them into monthly installments, and track Paid vs Completed progress.

Finance, income & expenses

Keep control of your clinic's money: income, expenses and income statement, without spreadsheets.

Cash cut & count

Run the daily cash cut by method and by doctor, reconcile cash with a drawer count, and keep the history with a PDF.

Plans & billing

Learn about the plans, the 15-day trial and how to manage your subscription and payment method.

CFDI 4.0 e-invoicing (SAT, Mexico)

Stamp your invoices with the SAT from your dashboard, using your clinic's own RFC and CSD. Available on the Clinic plan (Mexico).

Receipts & credit vouchers

Print or send by WhatsApp the receipt for a payment and the voucher for a credit on account, with the folio and your clinic's branding.

Marketing & growth

Campaigns & reactivation

Win back inactive patients and fill calendar gaps with automatic recall messages over WhatsApp.

Google reviews

Ask for reviews automatically after every appointment and improve your clinic's reputation.

Meta Ads & patient source

Measure your Facebook and Instagram campaigns and know where each new patient came from.

WhatsApp campaigns

Write once and send it to a group of patients: promotions, announcements and reactivation, with delivery tracking.

Marketing panel & ROI

How many contacts came in, how many minutes it took to answer them, how many paid and what each campaign returned.

Administration

Users, roles & permissions

Invite your team, choose their role, and use checkboxes to fine-tune what each person can open and which critical actions they can take.

Clinic settings

Set your display name, logo, contact details and your clinic's preferences.

Admin authorizations (PIN)

Require an admin's approval to delete or edit payments, appointments, quotes and lab work orders, with a PIN or remote approval.

Security & data

Two-step verification, backups, per-clinic isolation and how to export or delete your data.

Audit

Review a period's operation without being able to change anything: payments, commissions, invoicing, notes, lab, appointments and compliance.

Frequently asked questions

Quick answers about account, WhatsApp, security, plans and using systemdental.app.

Analytics

Where your patients come from, how many book, how many show up and which treatments they ask for most.