Phasing into online booking can be easier when you start by offering appointments that are predictable in length and experience.
Patient Engage provides Online Booking templates for the following appointment reasons: New Patient Exam, Cleaning and Checkup, and Emergency Exam. These treatments are more straightforward for patients to book on their own, and they often lead to future treatments that you can schedule in the office.
Note: You’ll want to plan ahead since emergency exams often lead to same-day treatment. Consider offering those treatments earlier in the day for online booking, so you have time to schedule same-day treatments.
These templates are easy to set up and activate. Just edit a few settings and then toggle the switch to ON.
For example, you may want to offer the appointment type labeled Check Up & Cleaning.
- Click Edit next to that appointment type.
- Edit the available times, providers, operatories, and special instructions to fit your office’s needs.
- Select Sync back bookings from patients directly to my management system.
- Click Save.
Ready to Learn More?
Check out our in-app tour. In the Dentrix Hub, click Guides at the top right corner of your screen. Then click Online Booking.

Additional Tips
- Watch this recorded webinar to learn more about How to Get Started with Online Booking.
- For help setting up Online Booking, call 866-739-7695 to speak with a certified trainer.
- Visit our Online Booking Quick Start for more valuable articles and videos.