DentareDocs

Quick Start

Get started with Dentare in under 2 minutes - sign up, add your first patient, and configure your clinic.

Get started with Dentare in under 2 minutes. This guide walks you through signing up, adding your first patient, and configuring your clinic.

Sign Up

Go to dentare.io/users/sign_up and fill in:

  • Account Name - your clinic's name
  • Full Name - your name
  • Email - your email address
  • Password - minimum 6 characters

Check "I accept the terms of service & privacy policy" and click Sign up.

You can also sign up instantly with Sign up with Google.

After signing up, you automatically become the clinic admin with the Doctor role.

Welcome Screen

After signing up, you'll see a welcome screen with 3 setup tasks:

  • Add First Patient - create your first patient profile to get started
  • Configure Settings - set up your practice preferences and notifications
  • Launch Practice - start managing appointments and patient care

Click Add Your First Patient to begin. Setup takes less than 3 minutes.

Add Your First Patient

A patient form opens with the following sections:

  • Basic Information - First Name, Last Name, Language (used for emails and messages sent to patients), Avatar, Birthdate, Gender, Preferred Doctor
  • Contact Information - Phone Country, Phone, Email, Street address
  • Emergency Contact
  • Medical Information
  • Notification Preferences
  • VIP Status

Fill in at least the basic information and click + Create Patient. You can complete the other sections later.

Step 4 - Clinic Setup Wizard

After signing up, a short 3-step wizard collects everything Dentare needs to send patient notifications, print invoices, and appear correctly on your public booking page. Each step has a Back and Next button. You can also click Skip in the header to accept sensible defaults and come back to fine-tune later.

4.1 - Your clinic

This is the most important step. Every field here appears on invoices, receipts, and the emails we send to your patients. If you skip it or leave fields blank, patient-facing communication looks unprofessional or doesn't send at all.

You'll fill in:

  • Clinic name - what patients see everywhere: booking page, emails, receipts
  • Country, Currency, Timezone - we auto-detect these from your browser and the country you pick, but you can change them. Currency drives all payment amounts; timezone drives appointment reminders at the correct local time.
  • Phone number - appears on receipts, email footers, and the "Contact us" section of your public booking page
  • Clinic email - this is the most important field for notifications. We send appointment confirmations and reminders from this address, and patient replies come back to it. Use a real clinic inbox like [email protected], not a personal address - patients will recognize it and trust it.
  • Clinic address - street, city, and postal code. Used on:
    • Printed invoices and receipts
    • The footer of every patient email so they can find you
    • Your public booking page so patients know where to come
    • Fiscal/tax documents (legally required in most countries)

Why we ask for these upfront

Once this step is complete, email notifications, SMS reminders, and invoices all work immediately with no extra setup. If you skip the wizard, the app still works but the "Add clinic address" banner stays in the top bar until you fill it in - until then, patient emails go out without a proper footer.

4.2 - Your first doctor

Add the doctor who sees patients. This becomes the default schedule for appointment booking.

  • First name and Last name
  • Title (optional) - Dr., DDS, DMD, etc.
  • Working hours - From / Until (e.g. 09:00 – 17:00)
  • Working days - tap to select Monday through Sunday

These hours become your clinic's default booking window. You can add more doctors later in Settings → Team, each with their own hours.

4.3 - Your services

Pick the dental services you want to accept bookings for. Tap any service in the catalog to toggle it on - we pre-select the most common ones (Check-up, Consultation, Cleaning).

You can also add a custom service by clicking + Add custom service and entering:

  • Service name
  • Duration in minutes

Every service you select becomes bookable immediately on your public page. You can fine-tune prices, durations, and add more services later in Settings → Services.

Finish

Click Next on the last step and you'll see "You're live!" with your embed code and booking link. You're done.

Step 5 - Setup Complete

You'll see "Setup Complete - Your Clinic Is Ready!"

Click Go to Patients to start scheduling appointments, managing patients, and running your clinic.

You can change any of these settings later from the Settings menu.

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