Desktop app

Smileline Desk puts the Today queue on your desk as its own app. It lives in your system tray (menu bar on Mac), stays signed in, and is built around one job: working calls.

What it does

• The Today queue, call-first. The same leads, day tabs, filters, keyboard shortcuts, work panel and New lead button as the Today page in your browser — without the rest of the app around it.
• A rail for the rest of the day. Switch between Today, the keypad, the call log, voicemail, AI calls, your inbox, the calendar, patients and Account without leaving the app. Team chat at the bottom of the rail opens the same team chat as the browser, over whichever view you are on. When your role opens both workspaces, a CRM / Clinical control at the top of the rail swaps it: the clinical rail holds the Diary (Schedule in the US) — the day's appointments — To do and the inbox. If you hide the other workspace, the control goes and the rail keeps only your own: with the CRM hidden that is the Diary, To do and the inbox, without the keypad, calls or voicemail, but incoming calls still ring here and can be answered. Your phone line stays registered across every screen, so changing view never drops a call.
• Patient records open in the desk. In the Diary, owners, managers, agency staff and the front desk click an appointment to open its visit panel; dentists, hygienists and nurses go straight to the patient's record on the Chart tab for that visit, exactly as in the browser. The clinical record opens inside the desk, as does every Open record and every Book — so a call carries on while you work in it. In Patients, a click on a row opens the same side panel as in your browser; an incoming call's pop stays on top of it, so you can still answer.
• A phone that follows you. A live call sits in a small window that floats above the desk and your other apps for the whole call — drag it wherever suits you — so you can reach it from any screen or any app.
• Back and forward, the way your browser does it. Your mouse's two side buttons step back and forward through the screens you have opened, including in and out of a patient record. On a Mac, Cmd+[ and Cmd+] do the same, as does a two-finger swipe on the trackpad. It only ever moves between the app's own screens, so a call in progress carries on.
• With Smileline Voice, it is the phone on the desk. Once you enable calling, the app stays registered all day. Incoming calls ring here even when the window is hidden to the tray, with a small window in the corner of your screen showing who is calling, to answer or decline without opening the app.
• The caller's details on the clinical rail. When a known patient calls while the clinical rail is showing, their patient panel opens beside the screen you are on: date of birth, alerts, balance, the next visits and open plans, with Book, Message and Open record. On the CRM rail the caller opens in Today's work panel. A call never swaps a patient panel you already have open — the incoming-call card shows Open beside the caller's name instead — and while you are booking a patient in the Diary, a call opens nothing: Open on another patient's call first asks whether to stop booking, and only Stop booking switches.
• Without Voice, it is still your calling desk. The same call-optimised queue, with each call button handing the number to your computer's phone app.

How it fits with the browser

The desk and the browser app work on the same queue at the same time. If both are signed in, an incoming call rings both, and whoever answers first takes it — the other stops ringing. Opening the same lead in two places shows the usual takeover prompt, exactly as it does between two browser tabs.

Anything that isn't call work — settings, reports, marketing — opens in your normal browser with one click. The desk itself never navigates away from the queue.

Open Account at the bottom of the rail to delete your account, read the Terms and Privacy Policy, or sign out. Profile, password and two-factor settings open in your normal browser so the live desk stays available. If you belong to more than one practice, Account also lists them under Switch practice: pick one and the desk reloads on that practice's queue and phone line. Signing out, switching practice and deleting your account all reload the desk, which would end a call, so during a call they wait until it ends.

Get support

For questions, sign-in problems or help with Smileline Desk, email support@smileline.io. You do not need to sign in to request help. Include your app version, macOS or Windows version, and the steps that led to the problem. Do not include patient information or passwords.

You can also find our support details on the Smileline contact page.

Next steps