How to book family appointments in Dentally

Booking a family appointment in Dentally is super easy, just link the family together and follow the below...

Amber Morris avatar
Written by Amber Morris
Updated over a week ago

Family Appointments

When patients ask to book every member of their family at the same time, it can often mean a lot of clicking, typing and head-scratching.

Fortunately, if you have linked the family group together in Dentally, you can easily cycle through the linked patients and find them all without having to search and remember all those names.


Step by step instructions

  • Start to book your appointment as normal

  • When you choose the patient you will see the family group icon light up

  • Select this option and Dentally will display how many family members there are to be booked.

If you have selected family members by mistake, clicking on the cross next to the number of members leaves Family Mode and reverts to booking an appointment only for the patient selected.

  • Complete the rest of the appointment as usual and book the appointment for just the time required for this patient - not the whole family group.

  • Click Save as normal.

  • When you have clicked Save, the next member of the family will be displayed in this screen.

  • Complete the details for this appointment or click the Skip button if you do not want to book an appointment for that family member.

  • Once you have worked through all family members, the appointments will be displayed one after the other in the calendar.

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