Getting Started

New to DentDock? Set up your clinic in a few steps before you start seeing patients.

4 articles Updated: Jan 15, 2024 ~1 min read

Set Up Your Clinic Profile

Go to Settings › Organization › Edit and fill in your clinic name, logo, contact info, timezone, and operating hours. Your hours appear on your public clinic page and timezone keeps all appointments accurate.

Pro Tip: Pick your timezone carefully — if it's wrong, appointment times will appear off for your whole team.

Add Your Team & Set Their Roles

Go to Settings › Users & Roles to invite doctors, receptionists, and accountants. Each person gets a Role that controls exactly what they can see and do.

Note: Only the clinic owner (Super Admin) can change role permissions.

Choose Your Invoice Template

Before your first invoice, go to Templates › Invoice Templates and set which layout is active. Every invoice you print or export will use it.

Pro Tip: You can switch templates later without affecting existing invoices.

Choose Your Prescription Template

Go to Templates › Prescription Templates and pick a layout — Classic Minimal, Modern Professional, or Clinical Standard. If your clinic uses printed letterheads, upload it as a background for your custom template.

Pro Tip: "Clinical Standard" prints cleanly on both A4 and Letter paper.

Note: Custom templates let you upload your clinic's existing letterhead as a background image.

Was this guide helpful?

Your Profile & Security