Customise Portal
Understand how to edit your settings and configure your Portal admin dashboard.
By Hebe and 1 other2 authors14 articles
- How to access the Dentally Portal admin dashboard🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to navigate to the Portal admin dashboard as a Dentally user.
- How to customise Dentally Portal's appearance for your brand - multi-site only🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to customise your Dentally Portal in line with your practice and brand - for multi-site only.
- How to customise Dentally Portal's appearance for your brand - single-site only🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to customise your Dentally Portal in line with your practice and brand - for single-site only.
- How to enable and view patient booking notifications in Portal🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - When/how your practice can be notified of patients' booking activity.
- How patients complete action cards on Dentally Portal🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - What happens in Dentally when patients complete actions on the Portal.
- How to amend permission levels in Portal🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to choose what users in your practice can do within the Dentally Portal's admin dashboard.
- How to turn on task reminders🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to enable the task reminder feature for your practice.
- How to use task reminders🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How task reminders work, how to enable them, and how they can increase digital form collections
- How task reminders are prepared and sent via Portal🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - What criteria cause task reminders to send/not send
- How to make use of Portal's features🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Optimise your Dentally Portal configuration for the best results
- How to use performance reporting in Dentally Portal🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using the performance report to understand your patients and optimise your activity.
- How to customise a practitioner's Portal profile for online booking🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Customising practitioner details for online booking, including profile photo, job title and bio.
- How to find and copy your practice's unique Portal web address🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to locate your practice's Portal URL to share with patients.
- How to add your practice's privacy policy to Portal🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the 'Privacy policy' feature to share your practice's terms and conditions