--- title: "Dentally Appointment Reasons in Boxly" description: "Automatically update stages and create new leads based on Dentally appointments" url: https://help.boxly.ai/en/articles/10182777-dentally-appointment-reasons-in-boxly collection: "PMS Integrations" updated: 2026-11-10 language: en --- # Dentally Appointment Reasons in Boxly Automatically update stages and create new leads based on Dentally appointments **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 * * * > “Link existing leads to new first appointments in Dentally and move them to the mapped stage.” 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. ![](https://staticfiles.gleap.io/ghelparticle/u0UiolvijYQ1v6QVUGt8ms3n2XqQKnCjXQMwIaBQJ8vtTmhJoe0ME5PS4KFqrf7SEj1K2DWSkNI.png) ### 🔍 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 > Pending > Confirmed > Completed > Arrived > In Surgery > Cancelled > Did Not Attend ![](https://staticfiles.gleap.io/gattachments/H50T3CFNlJRmd5lQOxcwuW6UTSf6eU156YLZfSJgaH69BXOHOMxauIv27Zw9rVaM72CwLeSiVxO.png) ## 🟩 2. New Leads – Appointment Creation * * * > “Choose which Box and Stage a new lead should be created in when an appointment is made in Dentally.” 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: ![](https://staticfiles.gleap.io/ghelparticle/yIBFdZf4H3w0QIONxxi1vRvSGePCSbddJmWUqzplHs0ZfnFefj9tgY1HtplnQISLtweQNLZOoHf.png) ### 📌 Example Dentally Reason: **Pain** ![](https://staticfiles.gleap.io/ghelparticle/qFF2LLp3cwk2hFIRMQybTCaJur34wkSm8LJp2PbwGy8cMO2F7dYxoWJzc4OwU9KC6bsamJ4Tk2Y.png) Mapping: - Box → Emergency Dental - Stage → Booked Appointment ![](https://staticfiles.gleap.io/ghelparticle/4q8F0W79g0Kp27UDWZ77QQPnA414X8VuqMeun5zDGVXDCmL85e83wXolcEf47lsEkwBfbMY9NVe.png) 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 * * *

Feature

What It Does

Existing Leads – First Appointments

Links the first Dentally appointment to an existing lead and moves them to the mapped stage. Later appointments do not trigger movement.

New Leads – Appointment Creation

Creates a new lead only for the patient’s first appointment in Dentally.

Status Mapping

You choose which Dentally statuses (Confirmed, Arrived, Completed, etc.) should move the lead.

Clean Tracking

Only the first appointment triggers pipeline movement or lead creation.

* * * [ 🦷 Dentally Appointment Status Linking in Boxly Guide to Dentally Appointment Status Linking in Boxly ](https://help.boxly.ai/en/articles/10182750-%F0%9F%A6%B7-dentally-appointment-status-linking-in-boxly.md) **Boxly is here to help you work smarter, not harder,** let’s keep streamlining your lead management together! 🎉 > Contact us at [support@boxly.ai](mailto:support@boxly.ai) if you need any assistance!