Setup guide
The checklist in the sidebar that walks a new practice through inviting the team, choosing a practice management path, completing locations, connecting leads, payments, phone numbers, channels and ads.
Once your practice exists, a Setup guide card appears at the bottom of the sidebar. It shows how many setup tasks are done and which one to do next, and opens into the full checklist. Every tick is worked out from what your practice has actually set up: nothing is marked done by hand, and finishing a task anywhere in Smileline ticks it for everyone.
The card is shown to owners and managers. It disappears on its own once every task is done, or when you choose Hide guide.
An AI agent that an owner or manager of your
practice approved can read the same checklist, and the rest of your practice's
setup, through GET /settings/practice/setup-status.
Open the checklist
Click the row to open the checklist. Each task is a link to the page where you finish it. When you arrive, the control to use is highlighted for you. If that control opens a window, the highlight moves onto the window and disappears when you close it. If it opens another page, the highlight continues on that page. Otherwise close the highlight to carry on as normal.
Tasks marked Skip are optional. Skipping one takes it out of the count; Undo brings it back. A task that needs another task first (for example practitioner rotas need at least one practitioner) stays greyed out until that task is done, and hovering it says which.
What ticks each task
Invite your team
Done once a second member has joined or an invitation is still open. See Create your practice.
Practice management
The guide first asks where your diary will live:
- Connect my existing PMS shows one task: connect your practice management system on Integrations. It is done once a real connection exists, or once you have requested your PMS there — if it is not in the list, request PMS not listed and type its name. A demo connection does not count.
- Use Smileline's shows three tasks: add at least one practitioner, set up your operatories (the seeded rooms count once you have renamed, reordered or removed any, or added one), and give at least one practitioner a rota with working hours.
The two paths are a switch: pick one, and switch to the other at any time until a PMS connection exists, which settles it.
Complete your locations
Done when every active site has an address, a phone number and opening hours. The site created with your practice starts empty, so this task begins open.
Connect your website leads
Done when a detected form's mapping is confirmed, a custom endpoint is live, the Zapier hook is active, or a lead has already arrived through any of them. See Website forms.
Connect Stripe for deposits (optional)
Done when your Stripe account can take charges. Skip it if you do not take booking deposits. See Deposits.
Verify and add phone numbers
Shown only when your practice has the Smileline Voice add-on, in the countries Voice serves (United Kingdom and United States). Done once a voice number is active. See Phone numbers.
Channels
Add a sending domain is done once a domain of your own is verified, so emails leave from your address. One task each for SMS, WhatsApp and Messenger & Instagram, done when a connection of that channel is active; all three are optional. See Sending domains and Channels.
Advertising (optional)
Shown when your practice has the SEO & Ads add-on. One task each for Google Ads and Meta Ads, done when that ad account is connected. See Ads.
Hiding and reopening
Hide guide hides the card for the whole practice. The tasks keep counting in the background, and the guide also hides itself once everything left is done.