Welcome to Dental Marketing Tool
Dental Marketing Tool brings together everything a practice needs to attract new patients, stay in touch with existing ones, and keep the schedule full, all from one place. This article gives you a quick overview of what the platform does and how this help center is organized so you can find answers fast.
What Dental Marketing Tool Does for Your Practice
Most practices piece together a handful of separate tools for texting patients, sending recall emails, managing online reviews, and running ads. Dental Marketing Tool replaces that patchwork with a single dashboard your whole team can use. Here is what is included:
- Conversations - A unified inbox that collects texts, emails, and web chat messages in one place so the front desk never misses a patient reaching out.
- Calendars and Online Booking - Shareable booking links and an embeddable widget so patients can request or schedule appointments around the clock.
- AI Agents - A voice receptionist and a text-based AI that can answer common questions, qualify new-patient inquiries, and even book appointments when the office is closed or the phones are busy.
- Reputation Management - Automated review requests sent after visits, plus a central place to monitor and respond to Google and Facebook reviews.
- Marketing Campaigns - Email and text campaigns for reactivating patients who have not been in recently, promoting seasonal specials, or sending recall reminders.
- Paid Ad Launch - Ready-to-run ad templates that let you put a campaign in front of local patients on Facebook and Instagram without hiring an outside agency.
- Contacts and Pipelines - A full patient contact list with tags, filters, and a simple pipeline view to track where new patients are in their journey to booking.
How This Help Center Is Organized
Articles are grouped by feature area so you can go straight to what you need. The main sections are:
- Getting Started - Where you are now. Use these articles to orient yourself, finish your setup, and understand the layout of the dashboard.
- Conversations - Everything about the inbox: texting, email, internal notes, quick replies, and missed-call text-back.
- Calendars - Creating booking calendars, setting availability, connecting to Google or Outlook, and managing appointments.
- Contacts - Adding patients, building smart lists, merging duplicates, and tracking new patients through a pipeline.
- AI Agents - Setting up and training your voice and text AI, adding FAQs, and reviewing AI conversations.
- Marketing - Running email and SMS campaigns, scheduling social posts, and handling opt-outs.
- Reputation - Requesting, automating, and responding to online reviews.
- Launching Ads - Running paid social campaigns, reading results, and adjusting budgets.
- My Staff - Adding team members, setting roles and permissions, and managing access.
- Integrations - Connecting your Google account, Facebook page, and phone number.
- Billing - Managing your subscription, payment method, and invoices.
Where to Start If You Are Brand New
If you just got access to your account, the best first step is to complete your practice profile so the platform has your office name, address, hours, and contact information in one place. That information is used across several features, including your AI agents and booking pages, so getting it right early saves time later.
After that, take a few minutes to navigate your dashboard and get familiar with where things live. The main menu on the left side of the screen is your primary way to move between sections.
Getting Help Beyond This Help Center
If you cannot find what you are looking for in an article, use the chat icon inside your dashboard to reach the support team directly. You can also search this help center for step-by-step guidance on any specific feature.
Ready to keep moving? Start with Navigating Your Dashboard for a visual tour of the main sections, or jump straight to the First Week Checklist to make sure your account is fully set up and ready to go.