Dentally Appointment Reasons in Boxly

Automatically update stages and create new leads based on Dentally appointments

Boxly’s Dentally Appointment Reasons settings ensure your pipeline always matches what is happening in your Dentally diary. You can control what Boxly does when:

1. A patient’s first appointment is created in Dentally

2. A brand-new patient books an appointment in Dentally

This prevents the need for manual movements and keeps your pipeline clean.

1. Existing Leads – First Appointments

When enabled, Boxly will only take action on the patient’s first appointment created in Dentally. Any future appointments for the same patient will not move the lead again, unless you manually change the lead’s stage.

What Boxly does

When Dentally creates a first appointment:

• Boxly checks if the patient already exists as a lead using their email address and phone number

• If a match is found, Boxly links this first appointment to the existing lead

• Boxly automatically moves the lead to the Boxly stage mapped to the Dentally appointment status.

Supported Dentally statuses Boxly can react to

2. New Leads – Appointment Creation

This controls what Boxly does when a first-time patient books an appointment in Dentally and does not yet exist as a lead in Boxly whether the booking is made through the online portal or entered directly by the reception team in Dentally.

For each Dentally appointment reason, you can choose:

• Which Box the new lead should be created in

• Which Stage the lead should enter

Your appointment reasons are based on your Dentally Appointment Reasons, these can be viewed here:

Example

Dentally Reason: Pain
Mapping:

• Box → Emergency Dental

• Stage → Booked Appointment

When Dentally creates the first appointment for that patient:

Boxly automatically creates a new lead
Places it into Emergency Dental
Moves it to Booked Appointment
Tracks future status updates for that first appointment, once the lead hits the stage you have linked to the “Completed” status, no further movements will happen.

Important

Boxly only creates a new lead when the first appointment is created for that patient in Dentally.

Any additional appointments will not create duplicates, Boxly will add a note any time a new appointment is booked for that patient in the lead card.

Example

If John has previously had a hygiene appointment and then books an implant appointment, Boxly won’t create a new Dentally lead for him. Instead, it will simply add a note to his existing lead indicating that he has booked a new appointment. If he didn’t already have a lead in Boxly, no new lead would be created, as this is not their first appointment with your practice. 

Why We Only Track First Appointments

To ensure:

A clean pipeline
No duplicate movements
No “stage jumping” from review or hygiene appointments
More accurate reporting
Better automation triggers
No duplicated leads for multi-booking patients

Boxly focuses on the very first appointment created for each patient, as this represents the true point of conversion in your pipeline.

Summary

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