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Customise Portal

Understand how to edit your settings and configure your Portal admin dashboard.

How to access the Dentally Portal admin dashboardHow to navigate to the Portal admin dashboard as a Dentally user.
How to customise Dentally Portal's appearance to match your brandHow to customise your Dentally Portal in line with your practice and brand.
How to enable and view patient booking notifications in PortalLet's take a look at when/how the practice can be notified of important Dentally Portal updates.
How patients complete action cards on Dentally PortalThis article will help you understand what happens in Dentally when patients complete actions on the Portal.
How to amend permission levels in Dentally PortalHow to choose what users in your practice can do within the Dentally Portal's admin dashboard.
How to turn on task remindersHow to enable the task reminder feature for your practice.
How to use task remindersFind out how task reminders work, how to enable them, and how they can increase digital form collections for your practice and save time.
When task reminders are prepared and sent
How to optimise your Portal configurationAre you getting the most out of your patient portal? Have you optimised your Dentally Portal configuration recently?
How to use performance reporting in Dentally PortalUsing the performance report to understand your patients and optimise your activity.
How to customise a practitioner's Portal profile for online bookingCustomising practitioner details for online booking, including profile photo, job title and bio.
How to copy or edit your practice's unique Portal web addressHow to locate your practice's Portal link to share with patients, and how to customise it.
How to add your practice's privacy policy to PortalHow to use the 'Privacy policy' feature to share your practice's terms and conditions