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Take the deposit online (iyzico / İşbank)Patients pay the deposit by card right after accepting. The money goes to your own iyzico or İşbank merchant account, and your team is told when it's paid.Send a plan without prices, then with pricesShare the treatment first and the prices later, on the same patient link. The patient can't accept until you send the prices.Send an incomplete case back to salesMissing X-rays, photos or medical information? The doctor sends the case back with a reason; sales adds what's missing and returns it to the doctor.Team leader approves every plan before it's sharedTurn it on and every plan a rep prices waits for their team leader. After approval the rep shares it, so no unapproved plan reaches a patient.Add your own case fields (Smoker, Allergies…)Yes/No and short-text fields your team fills on every case — for staff only, and fillable from Zoho.Offer up to three plans: different treatments or new pricingAdd a second or third plan to a case — a clinically different option with its own tooth chart, or the same treatments priced differently.Ask for a deposit right after the patient acceptsA “Pay deposit” button on the accepted plan — a % of the plan or a fixed amount, paid online (iyzico / İşbank) or on your own payment page.Discount limits and approvalsEvery role discounts up to its own limit; only clinic admins have none. Anything above waits for the rep's team leader, a manager or an admin.Move to the CRM with your Zoho dataLeads, contacts, deals and notes straight from Zoho CRM — owners and stages included, safe to re-run and easy to undo.Hotels, transfers and flight tickets in your plansQuote the whole trip — partner hotels, transfers and flight-ticket offers — in the CRM and the Treatment Planner.Choose who can type prices by hand (Edit price)Keep plans on your price list: turn off “Edit prices by hand” for a role and its pricers can only pick listed prices.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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