Vocabularies
Manage the seven lookup lists that power dropdowns across SmileLine.
By the end of this page you'll know how to add, rename, reorder, archive and restore entries in SmileLine's lookup lists — and where each list is used.
The seven lists
Each list has its own page under Settings, and they all work the same way:
| List | Where it's used |
|---|---|
| Treatments | The treatment catalogue journeys are opened for; capture hooks need a default treatment |
| Lead sources | Where enquiries come from — stamped on new leads and feeding attribution |
| Lost reasons | Picked when a journey closes without treatment; drives the Lost journeys report |
| Cancellation reasons | Picked when an appointment is cancelled |
| Contact methods | How the team reaches leads — offered by the Today page's contact wizard |
| Tags | Free-form segmentation for patients — filter and bulk-tag from the patients list |
| Appointment types | Visit types with default durations, used when booking appointments |
Only owners and admins can change these lists. Members see them read-only.
Add an entry
Open the list under Settings — for example Settings → Treatments.
Click New treatment (the button is named after the list you're on).
Type the Name and confirm — that's the whole form.
The new entry is available in its dropdowns immediately.
Rename an entry
Click the entry's name (or the pencil icon that appears on hover), edit it, and press Enter. Press Escape to cancel. The new name shows everywhere the entry is used — including on existing records.
Reorder a list
Drag the grip handle at the left of a row to move it. The order you set here is the order dropdowns show across the app, so put the common picks on top. The handle also works from the keyboard: focus it, press Space, move with the arrow keys.
Practitioners are the one list without manual ordering — they always sort alphabetically. See Practitioners.
Archive and restore
Never delete-and-retype: archive instead. Archiving hides an entry from every picker while existing records keep it, so history and reports stay intact.
- Archive: click the archive icon on the row. The confirmation toast offers Undo for a few seconds.
- Restore: switch the view toggle above the list from Active to Archived, then click the restore icon on the row.
