Goal: sell packages patients recognize as one line item.

Steps:

  1. Go to Settings → Bundles → Add Bundle.
  2. Name it (e.g. "All-on-4 Upper"), set jaw direction and teeth required — the bundle auto-selects those teeth on the chart.
  3. Optionally set prerequisites (e.g. requires N extractions first) and allowed visits.
  4. Switch to Bundle Pricing and add brand + per-currency prices, exactly like treatments.

When to use bundles vs treatments: bundles for recognizable packages (All-on-4, Hollywood Smile); single procedures stay treatments.