Customer management

Create patients, assign staff, and schedule treatment.

This page handles the full public walkthrough for customer creation. Add a patient, assign a dentist and tech, pick the date and room, and then keep adjusting the record inside the cards below.

Create customer Assign dentist Assign tech Schedule patient

Add new patient

Customer roster

Editable patient cards

Change assignments and scheduling directly inside each card.

Appointment board

Upcoming treatment schedule

Grouped by day so viewers can see the scheduling flow quickly.