🦷 Dentally Appointment Status Linking in Boxly

Dentally Appointment Status Linking in Boxly

If you're using Dentally, you can link your pipeline stages in Boxly to appointment statuses in Dentally. This means your leads will move automatically through the pipeline when appointments are updated - making follow-ups seamless and reducing manual work.

How to Link a Stage in Boxly:

Go to your Treatment box in Boxly
Click the three-dot menu (⋮) on the stage you want to link
In Stage Settings, toggle ON “Link Dentally PMS status”
Select the corresponding Dentally status from the dropdown

Repeat this process for each stage you want to link.

Suggested Stage Mappings

Here’s how we recommend mapping your Boxly stages to Dentally statuses:

Consultation Booked

• Link to Pending if you want the lead to move as soon as the appointment is booked

• Link to Confirmed if you’d rather wait until the patient replies “Yes” to their SMS confirmation

Consultation Attended

• Link to Arrived or In Clinic / In Chair

Treatment in Consideration

• Link to Completed

Note: Once the appointment is marked as Completed, leads will stop moving automatically. You’ll need to manually move the lead to Treatment Started (or your equivalent stage).

Optional: Cancelled or Failed to Attend Stages

You can create stages specifically for Cancelled or Fail to Attend appointments. These are great for tracking missed consultations and planning rebookings.

Link to Cancelled or Failed to Attend in Dentally

Notes

Boxly is here to help you work smarter, not harder - let’s keep streamlining your lead management together! 

Contact us at support@boxly.ai if you need any assistance!