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Using Online Appointment Booking as an Existing Patient
Using Online Appointment Booking as an Existing Patient

How an existing patient books an appointment using Online Appointment Booking, including booking recalls and paying deposits.

Shelley Withington avatar
Written by Shelley Withington
Updated this week

Dentally's online appointment booking allows your patients to book and cancel appointments at their convenience, 24/7, from a single button on your website or via a direct link sent their way via email or SMS.

If you sign up too Online Signing, your patients can also edit their Medical History forms, update their contact details, and pay the balance on their accounts without having to spend time in the practice.

On this page, we tell you what online appointment booking looks like from an existing patient's point of view.

We have a separate webpage - Online Booking Portal for Dental Practices - which tells you about it from a practice point of view.


Booking an appointment online

Patients can use the Online Appointment Booking from a button on your website or from a link sent in your correspondence.

Booking options are offered depending on whether they have been created for a new or an existing patient on your manage app. You can configure these online appointments here.

Note πŸ—’οΈ Patients who are archived cannot access Online Appointment Booking. Patients who have booking restrictions cannot book an appointment online.


Existing Patient Booking

  • The Patient clicks on the Existing patient option.

  • They enter their name and date of birth and click on login.

  • They will be sent a code to their phone, they enter the six numbers and are then taken to the home screen of Dentally Portal.

  • If they are due for an appointment, they will see a task notification on the home screen where they can book from OR they can click the Book appointment button.

  • The appointment will default to the existing patient's preferred and preferred Dentist/Hygienist.

  • The online booking system will show any available time as per the patients preferences.

  • The patient can then select their preferred location if booking from general booking link. If booking through a direct practice link this will only show the one locations availability.

  • They can then select a date and time that suits them.

Note πŸ—’οΈ At this stage a patient has 10 minutes to complete the booking.

  • If a deposit is required, they are taken to the Account payment screen, where they are asked to confirm their choice and pay any deposit.

  • If the patient has an outstanding balance, this is also shown here.

  • They can then choose their payment method, all provided by stripe. Β 

  • The appointment booking confirmation shows on the screen after payment has been made.

  • Patients will receive a text message on their phone detailing their newly booked appointment.

Note πŸ—’οΈ If you also use Online Signing at your practice, upon completion of booking, the patients will then be prompted to fill in any required forms ready for their appointment.

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