--- title: "Setup wizard" description: "Everything you need to set up your Boxly account, in one guided view" url: https://help.boxly.ai/en/articles/10182821-setup-wizard collection: "Getting Started" updated: 2026-11-05 language: en --- # Setup wizard Everything you need to set up your Boxly account, in one guided view The Setup Wizard gives you a single place to get your Boxly account up and running quickly. Instead of navigating through different sections of Settings, everything you need for a complete setup, your boxes, email, templates, labels, business info and channels, is laid out in one guided view. You can access the Setup Wizard at any time by clicking the **Setup Wizard** icon in the left sidebar of your Boxly account (or go directly to [app.boxly.ai/setup-wizard](https://app.boxly.ai/setup-wizard)). > **Warning:** The Setup Wizard is only available on Dental and Cosmetic accounts. ## **What's inside the Setup Wizard?** ### **1\. Boxes Creation** See every Box already set up on your account, like Invisalign, Implants, General Dentistry and Teeth Whitening, etc. Use the **\+ Create Boxes** button, top right, to add a new one. ![](https://staticfiles.gleap.io/ghelparticle/hAVpZmNAfx1SVXhfdwwM49c7NtbF9i9QvrUogHhXMrkBoGeRo4yk8Lyoo4VJDN8MGFrmXW0Z1IJ.png) [What are Boxes?](https://help.boxly.ai/en/articles/7228380-what-are-boxes.md) | [Adding a new Box](https://help.boxly.ai/en/articles/7228559-adding-a-new-box.md) ### **2\. Email** This section has two tabs: - **Domain Verification** — Verify ownership of the domain your emails send from. This improves deliverability, builds trust with your patients and lowers the chance of your emails being flagged as spam. [Verify Your Domain ](https://help.boxly.ai/en/articles/8930298-make-sure-your-emails-land-where-they-should-verify-your-domain.md) - **Sender Emails** — Add the "from" address your replies actually send from, for example, a shared Reception team inbox and set a default for leads that don't have a mapped location. [The Benefits of Custom Sender Emails](https://help.boxly.ai/en/articles/8926770-the-benefits-of-custom-sender-emails.md) ### **3\. Template Library** View and manage your saved reply templates across three tabs: - **Quick Replies** — All your saved reply templates in one searchable list, things like a new patient welcome message, appointment confirmations, or a reply for insurance and payment plan questions, filterable by location and template type. - **HTML Emails** — Branded email templates for broadcasts and automated sequences. - **WhatsApp** — Your Meta-approved WhatsApp templates and their current status. If a template you've just had approved isn't showing yet, use **Sync Templates** (top right) to pull the latest list. [Reply Templates](https://help.boxly.ai/en/articles/7228844-reply-templates.md) | [Create WhatsApp Message Templates](https://help.boxly.ai/en/articles/8779334-create-whatsapp-message-templates.md) | [Send HTML Email templates](https://help.boxly.ai/en/articles/10182762-send-html-email-templates-in-automations.md) ### **4\. Labels** Manage your labels across two tabs: - **Treatments** — Every treatment label on your account, with its average treatment value alongside it. This value feeds directly into your Milestone and revenue reporting, so it's worth keeping up to date. - **Other** — Categorisation labels with no monetary value — for example, NHS, Urgent, or Re-enquiry. Click **\+ Add Label** to create a new one, or use the search bar to find an existing label quickly. [Organise Leads with Labels](https://help.boxly.ai/en/articles/7228605-organise-leads-with-labels.md) ### **5\. Business Info** Configure your practice's core settings across three tabs: - **Business Info** — Set your brand's primary colour (used as the background on shared pages) and your default currency, both are used across your Boxes and reports. - **Opening Hours** — Set your real opening hours here. This is what your SLA timers and follow-up nudges run against, so if response-time reporting ever looks off, this is the first place to check. - **Custom Variables** — Store reusable details, your practice name, booking link and phone number, so they can be dropped straight into any automation or reply template. ### **6\. Channels** Connect the sources that bring leads into Boxly. Click on any channel card to begin its connection flow. - **Lead Channels** — Connect Facebook Pages, Instagram Accounts, Website Forms, Facebook Lead Ads, VoiceStack and Calendly. - **PMS Integrations** — Connect your practice management system. Boxly currently supports Dentally, CareStack, Exact, SFD and Aerona. [What are Channels?](https://help.boxly.ai/en/articles/7458867-what-are-channels.md) | [Connect Facebook Pages](https://help.boxly.ai/en/articles/7228337-connect-facebook-pages.md) | [Connect Instagram Accounts](https://help.boxly.ai/en/articles/7228341-connect-instagram-accounts.md) ## **Frequently Asked Questions** **Can I come back to the Setup Wizard after I've finished setting up? **Yes, the Setup Wizard is always accessible from the left sidebar. It's not a one-time process, you can return at any point to update your settings. **Do I have to complete the sections in order? **No. You can jump between sections in any order. Each section saves independently. **What's the difference between Treatment labels and Other labels? **Treatment labels have a monetary value attached (e.g. Implants = £4,500) and feed into revenue reporting. Other labels are for categorisation only (e.g. NHS, Hot Lead) and carry no value. **I can't add a Sender Email, why? **You need to verify your email domain first. Head to the **Domain Verification** tab in the Email section and complete verification before returning to Sender Emails. **Can I connect more than one Facebook or Instagram account? **Yes. You can connect multiple accounts and pages. [See how here.](https://help.boxly.ai/en/articles/10182672-connecting-facebook-instagram-and-lead-ads-to-multiple-boxly-accounts.md) **Stuck? We're Here to Help! **If you have any questions or need a hand getting set up, reach out to us at [**support@boxly.ai**](mailto:support@boxly.ai), we're happy to help.