User Guide

REGISTRATION

To begin, sign up with dentist.business

STEP 1 – Account setup

To begin using the service, complete the registration process to set up your account. First, enter the following information:

• First name
• Last name
• Email
• Password
• Re-enter your password

STEP 2 – Choose a plan

• Basic
• Custom

 

STEP 3 – Primary site setup

The following elements appear on this page:

• Name of the company
• Subdomain – enter your domain and dentist.business will be added to it automatically; or you can use a custom domain: enter only a domain that has been purchased.
• Google Analytics Key
• Choose a theme for your dental website. To do so, click on a theme you like and go to the next step.

STEP 4 – Content setup

To set up the website’s content, you should do the following:

• Download a logo.
• Type in a slogan, which will be displayed on the main page’s banner.
• Type in a short description of your company (this information will be displayed on the main page under the banner).
• Select your company’s strengths and advantages.

Another important setup step is turning on and off services from the list of services by clicking on them. The categories are printed in bold type, and sub-categories are in regular type. The selected services are chosen for usage on the website.

At this point, you should also indicate your clinic’s hours of operation: with the help of the arrow-top, choose the hours for each day.

It is very important to enter the contact information, such as telephone, email and address. If you need to enter more telephone numbers, click on ADD.

Social media is an important component in promoting your clinic: attach the links to the clinic’s social media accounts.

STEP 5 – Set up billing & finish

Enter your card’s information and your address. To do so enter:

• Card number
• Cardholder name
• Card expiry date
• CVC code

Once you have finished entering this information, click on NEXT and wait until the card’s information is validated.

After your card is validated, enter the following information:

• Country
• Province or state
• City
• Postal code
• Street address
• Office number

After completing this step click on FINISH.

STEP 6 – Finish

After your billing information is validated, you will see a page confirming that everything was successful. To continue working with your site, click on PREVIEW SITE and go to the website customizer.

CUSTOMIZER

After receiving confirmation, go to the website Customizer. In order to complete a large amount of work, the pages are divided into sections. With the help of the Customizer, the main page is divided into smaller sections which is very convenient if many steps are required. After completing one section, go to the next one.

With the help of the Customizer, download (or edit) your logo. If you don’t have one, you can type in your clinic’s name. Also, at this point download the Favicon (FAVorite ICON) – the website icon, which will be displayed in the browser before the name of the page, in tabs and other elements of the interface.

Languages

In the languages section, you can decide whether you wish to have;

• Only English.
• Only French.
• English + French (english in priority when viewers visit site).
• French + English (french in priority when viewers visit site).

Header

The header is the top part of the website, which remains the same on every page. Earlier, during the registration process, you already entered all the needed information for this part of the website. However, if editing is required, it can be done here. You can:

• Download a logo
• Change the phone number
• Add email
• Add social media
• Select everything you want to be displayed in the header (header’s components). In the same way, you can edit the footer, which like the header remains the same on each page.
• On the first step of the Customizer you can change the theme’s color.

Banner

Choose the banner section.

• Select all the elements that will be displayed on the banner.
• Based on the chosen elements, write your slogan (consisting of a few key words) and a sub-slogan
• Write the name of the button under the slogan
• Name the second button, which requires an action. This button could be:

1. Call us
2. Contact us
3. Sign Up

• Download the banner’s image
• In the description section, you can add your clinic’s description, using a few key words that emphasize your clinic’s strengths.

Services

After the banner section, go to – Services.

• Select all the services that will be presented on the website.

• Choose the number of services offered at this point.

Technologies

Next, go to the Technologies section. Here you should choose the number of technologies that you want to be displayed on your website.

Advantages

• Choose from the list of advantages the ones that are most applicable; no less than 3, but no more than 4.
• Choose an icon that best represents each of your clinic’s advantages.
• Below add the images that characterise each advantage.

Team

Select the themes required for this section, i.e. sub-header and number of team members.

In order to fill in the sub-header section – a few words about your team – click on the line under the section’s header and describe your team in a few sentences.

News

In the News section, write a sub-header and your news. Also, choose which news you want to be displayed: the most recent or randomly selected. In order to edit a post, you have to go to the selected news page.

Contacts

There are two ways of displaying contacts:

• With a contact form
• Without a contact form

In this section, you can only edit the sub-header. The contact info is edited on the single Contacts page.

Footer

The last part of the main page is the footer or the bottom part of the website, which remains the same on every page. Once edited on one page, it will be automatically edited on the other pages .

After creating the main page, go to the internal pages.

Services

• Describe the services (category) and service subcategories .
• There is an option of placing the subcategories in a desired order.
• There is an option of adding an image representing each service.
• There is an option of adding an icon.

In the text box under the icon write:

• Category name
• Description

Do the same with the subcategories:

• Name and a short description

Technologies

Next go to the Technology page. Here download an image of the technology that you want to show the site’s visitors and add its name and description.

Team

The next page is the Team page. Write its sub-header. Download the team member’s photograph and write:

• Her/his name
• Title
• Social media links

News

On the News page, you can edit, add or delete any selected news; download the photos, and write its sub-header, text. On the single news page, you can delete or hide the news.

Contacts is one of the most important pages. Here you can:

• Add the contact form
• Write sub-headers s
• Write the clinic’s hours of operation s for each day of the week.
• Add address, email and telephone.
• Add social media links
• Add the name of the button under the contact form.

Emergencies

• Enter the text information
• Select the contact form

Financing

• Enter the text information

Terms & Conditions

• Enter the text information
• Download a PDF file

Promotions

• Enter the text information

Privacy Policy

• Enter the text information
• Download a PDF file

To manage your website, go to your profile. There are three tabs in the profile:

PROFILE

YOUR SITE

With the YOUR SITE tab you can:

• Edit sub-domain and custom domain, as well as change the website’s status: Put on hold, Cancel on Hold option, or Delete
• Change the Google analytics key

By clicking on the EDIT button, you can go to the site Customizer

By clicking on the VIEW button, you can go to site view without the editing function.

For the changes to be saved, click on the SAVE CHANGES button.

PERSONAL INFO:

• You can edit or delete the profile picture
• You can edit first and last name

To save the changes, click on the SAVE CHANGES button

BILLING SETTINGS

• You can edit your card information and the address
• You can look at the billing history and download it in PDF format

To save the changes, click on the SAVE CHANGES button

 

Visit Scheduler

The Visits Scheduler is included into our Custom Plan. Contact us via go@dentist.business and we will integrate if for you. On this page you can:

• Register clients based on a certain service: click on the services’ drop down and select a service. Only staff who offer the chosen service will be shown as active. You can see both their blocked and available hours.
  You can also scroll down the list of doctors using the slider. You can edit the staff list .

Day and date:

• To choose the date of the client’s visit, click on date picker and choose month and day

Configuration menu:

• Dental specialists
• Services
• Hours of operation

On the left side there is a clock, where the blue line shows the current time.

For a new registration, click on the empty field in the table and enter:

• Client’s first and last name
• Time
• Date
• Telephone
• Email
• Comments

To save, click on the SAVE button.

To view the registration information, click on the line that was completed. A window with the entered information will appear. You can edit it.

In order to add a holiday or vacation:

• Choose work hours from the configuration menu
• Enter time

If you need to delete, select the needed day

If you want to enter a holiday on the calendar:

• Choose the date
• Enter the name of the holiday
• Indicate if you want it to be selected annually.

Edit services:

• Choose Services from the configuration menu
• Edit the chosen service – category or subcategory
• There is an option of editing categories and subcategories

To save the changes, click on the SAVE button

Edit dental professionals:

• Choose Doctors from the configuration menu
• There is an option of adding a new specialist
• Describe the position
• Select the services offered by a certain specialist
• Work hours for each staffperson
• Vacations
• There is an option of deleting the specialist/staffperson

To save changes click on the SAVE button