Help Center

Deals

Deals & payments: from deposit to closed won
The money board: stages, payment capture, tickets, and what feeds analytics revenue.

Cases

From lead to case: the handoff to the clinic
How a sales lead becomes a clinical case ready for diagnosis.
Cases and the tooth chart: from photos to diagnosis
Create a case from a lead, diagnose tooth-by-tooth on the interactive chart, and move it to ready-for-pricing.

Customization

Customizing the patient page and using your own domain
Branding, sections, testimonials, and serving patient pages from your clinic's own domain with free SSL.

AI Assistant

Magic Closer: your AI sales copilot
Draft patient replies in any language, handle objections, and know your monthly quota.

Billing

Billing, plans, and seats
How the trial works, upgrading, changing seats, invoices, and cancelling.

Team

Team, roles, and permissions
Adding teammates, what each role can do, seats and billing, and per-user permission overrides.

Treatment Plans

Sending plans and the patient experience
What happens when you click Send: the snapshot, the patient page, responses, and link expiry.
Building priced treatment plans (up to 3 options)
The pricing wizard: brands, per-tooth prices, hotel & transfer logistics, discounts, and multi-plan offers.

Integrations

Connecting Meta and TikTok lead ads
Authorize your ad accounts so every lead-form submission lands in your pipeline within seconds.

Leads

Managing leads: statuses, filters, and bulk actions
How leads flow in from your channels, how to work the pipeline, and how to keep nothing slipping through.

Setup

Getting started with DentClosers
From signup to your first lead in 15 minutes: the onboarding wizard, sample data, and the feature tour.

How-to guides

From lead to closed deal — the whole journeyOne patient, end to end: lead → case → plan → price → sent → accepted → deal → paid.Automate the busywork: workflow rulesWhen X happens, do Y — tasks, assignment, notifications, required fields.Ask Magic Closer — your AI sales copilotRevenue, top closers, follow-ups, objection replies — one question away, in your language.No patient lands unprepared: the Trips boardHotels, flights, transfers and passports for every upcoming trip — and the reminders that make sure nothing slips.Translate and upsell: the Translations workspaceYour assigned consultations, the sold-vs-consultation diff, and how your upsells get credited.The clinical consultation flow (no prices in the clinic)Dentists work price-free: the consultation copy, the printed document, and who records the money.Run the front desk: the Reception workspaceYour day, statuses, bookings, walk-ins and payments — all on one screen.Build the treatment plan (tooth chart or Magic Fill)Where treatment plans are built: the case tooth chart, by hand or drafted by Magic Fill from one sentence.Load or remove sample dataExample leads/cases/deals for exploring — removable in one click.Change your interface languageEnglish, Türkçe, Español or العربية — per user, instantly.Filter leads and save viewsCombine filters, then save the combination as a named view.Export an analytics report (Excel/CSV)KPIs, breakdowns and team performance for the selected period.Edit the patient plan page contentTeam, testimonials, gallery, certificates and FAQ shown to patients.Create an embeddable lead formA form for your website that feeds the pipeline directly.Set up a lead chain (field mapping)Map each ad form's fields to CRM fields once — every lead arrives clean.Connect Meta or TikTok lead adsOAuth connect so ad form submissions flow into the pipeline.Set who reports to whomSupervisor team scopes are built from the Reports To field.Change what a role can see and doThe permission matrix: every action is a per-role switch.Invite a teammateAdd reps, dentists, supervisors or managers with the right role.Add a partner hotel or transfer optionAccommodation and transfers that appear in the pricing wizard.Create or edit a bundlePackages like All-on-4: auto-selected teeth, package pricing.Set brand-level prices for a treatmentStraumann vs Osstem, per currency, with warranty — feeds the wizard.Add or edit a treatmentYour clinical catalog: names, categories, colors, and chart rules.Add a walk-in dealA patient arrived without going through leads — record the deal directly.Mark a deal lost or postponedTerminal stages and what they mean for analytics.Record visit 1 / visit 2 paymentsCapture actual amounts paid at each visit.Record a deposit (and flight ticket)Move the deal to Deposit Received and capture the money correctly.Track what the patient did with the planOpens, acceptance, change requests, declines — and what happens next.Send a treatment plan to the patientSnapshot, private link, WhatsApp/email share — in the patient's language.Add a discount and offer deadlinePercentage discount plus a countdown that shows on the patient page.Reconfigure the pricing on a caseChange brands, prices, logistics or discount on an existing plan.Price a diagnosed case (pricing wizard)Brands, currencies, hotel & transfers, discount — step by step.Save Draft vs Complete DiagnosisWhat each button does and when the plan locks.Diagnose a case on the tooth chartPlan visits, select teeth, and assign treatments or bundles.Turn a lead into a clinical caseMove a lead to diagnosis once the patient sends photos or X-rays.Import leads from CSV or ExcelBulk-import leads from a spreadsheet or another CRM export.Add a lead manuallyEnter a walk-in, phone inquiry, or referral into the pipeline.

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