Help CenterAdmin Guide
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Admin Dashboard Guide

Master all features of your practice management dashboard

📊 Dashboard Overview

Your admin dashboard is the central hub for managing your dental practice. Here's what you can see at a glance:

Key Metrics

  • • Total appointments this month
  • • Total patients
  • • Number of locations
  • • Number of doctors

Quick Actions

  • • Add new appointment
  • • Add new patient
  • • View today's schedule
  • • Access settings

📅 Managing Appointments

View All Appointments

Navigate to Admin → Appointments to see all your appointments.

  • Filter by status: Pending, Confirmed, Completed, Cancelled, No-show
  • Filter by booking type: Online or Walk-in
  • Sort by date, patient name, or appointment type
  • Search for specific appointments

Appointment Actions

✅ Complete Visit

Mark appointment as completed and add visit notes, diagnosis, treatment, and prescription

✏️ Edit Appointment

Modify appointment details, time, location, or assigned doctor

❌ Cancel Appointment

Cancel appointments and optionally notify patients via email

🔄 Change Status

Update status: Pending, Confirmed, Completed, Cancelled, No-show

Pro Tip
Use the AI Assistant when completing visits to generate professional clinical notes in seconds!

👥 Patient Management

Navigate to Admin → Patients to manage your patient database.

Patient Information

  • View complete patient profiles with contact details
  • See visit history and past appointments
  • Track total visits and last visit date
  • View emergency contact information
  • Monitor patient status (Active, Inactive, Blocked)

Visit Records

Click on any patient to view their complete visit history. Each visit record includes:

  • Chief Complaint: Patient's primary concern
  • Diagnosis: Clinical diagnosis and codes
  • Treatment Performed: Procedures and materials used
  • Prescription: Medications prescribed
  • Follow-up: Next appointment recommendations
  • Cost & Payment: Treatment cost and payment status

👨‍⚕️ Managing Doctors

Navigate to Admin → Doctors to manage your dental team.

Adding a Doctor

  1. Click "Add New Doctor"
  2. Enter doctor's name, specialty, and qualifications
  3. Upload a professional photo
  4. Write a bio describing their expertise
  5. Select services they provide
  6. Assign to specific locations
  7. Set working hours and availability

Note: Doctor profiles will appear on your public booking website, helping patients choose their preferred dentist.

📍 Location Management

Navigate to Admin → Locations to manage your clinic branches.

Location Features

  • Add multiple locations (branches)
  • Set individual working hours per location
  • Google Maps integration for addresses
  • Location-specific contact info
  • Sync Google ratings and reviews
  • Drag-and-drop to reorder locations

⭐ Review Management

Navigate to Admin → Reviews to manage patient testimonials.

Import Google Reviews

Go to Admin → Reviews → Import and follow these steps:

  1. Visit your Google Business Profile
  2. Copy reviews you want to import
  3. Paste them into the import form
  4. Reviews will appear on your clinic website

Review Actions

  • Show/hide reviews on your website
  • Mark reviews as featured
  • View average ratings
  • Filter reviews by doctor or location

⚙️ Settings & Customization

General Settings

Navigate to Admin → Settings:

  • Update clinic name and description
  • Upload logo
  • Set contact information
  • Configure email settings

Site Customization

Navigate to Admin → Settings → Site:

Branding

  • • Custom colors
  • • Font selection
  • • Button styles
  • • Logo upload

SEO

  • • Meta title & description
  • • Keywords
  • • OG images
  • • Favicon

Team Access Control

Navigate to Admin → Settings → Access:

  • Invite team members by email
  • Assign granular permissions
  • Manage user roles and access
  • Revoke access when needed

💳 Billing & Subscriptions

Navigate to Admin → Billing to manage your subscription.

View Your Plan

  • See your current plan and features
  • View usage limits (appointments, locations, etc.)
  • Track monthly usage
  • Compare plans

Upgrade or Change Plan

Click "Change Plan" to:

  • Upgrade to get more features
  • Downgrade if needed
  • View pricing for all plans

Free Plan: You can stay on the free plan forever! Upgrade only when you need more appointments, locations, or premium features.

Need More Help?

Explore other help articles or contact our support team.