Help center

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

Getting started

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

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

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

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

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

Record each patient's dental status visually and keep their clinical history.

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

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

Build quotes, turn them into monthly installments and track each patient's payments.

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

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

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

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

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

Invite your team, assign roles and manage several operatories or doctors from a single dashboard.

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

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

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