How to Launch the Dental Snapshot in 24 Hours

From purchase to live in one business day

The Dental Snapshot is designed to be running the day after you buy it. You’re not building automations from a blank canvas — you’re importing a finished, dental-ready system and making it yours. Here’s exactly how the launch goes, step by step.

Step 1 — Connect your GoHighLevel account

Everything runs inside GoHighLevel. If you already have a sub-account, you grant us access and we import into it. If you don’t, we’ll first get you onto the right GHL plan through our partner link. This is the only true prerequisite — there’s no separate hardware or phone system to buy.

Step 2 — Import the snapshot

We load the complete system: the new-patient, hygiene-recall, and treatment-follow-up pipelines, the full set of workflows, the appointment and recall calendars, the AI receptionist tuned for dental scheduling, the review-request automation, and the landing-page templates. It arrives whole — no empty workflows for you to fill in.

Step 3 — Brand it to your practice

Your logo, colors, practice name, location(s), and phone number go in once and propagate everywhere — the landing pages, the patient-facing texts and emails, and the booking experience all inherit your identity. A multi-location group can configure each office’s details so messages reference the right address and team.

Step 4 — Connect phone, SMS, and email

This is the unglamorous step that makes everything else work. We register your sending number for A2P 10DLC, connect and verify your email-sending domain, and confirm two-way SMS is flowing. Without proper registration and a warmed sending domain, your reminders and review requests either don’t deliver or land in spam — so we don’t skip it.

Step 5 — Set consent and compliance defaults

Before a single patient gets a text, we confirm the guardrails. The intake forms capture clear TCPA opt-in, STOP works on every thread, and the message templates are written to reference appointment logistics — time, date, location — rather than diagnoses, balances, or anything that qualifies as protected health information. Getting this right at setup is far easier than retrofitting it later.

Step 6 — Set your calendars and recall rules

Define when you see new patients and hygiene, which providers or operatories handle what, and how reminders and recall outreach are timed. Booked appointments route to the right calendar automatically, and the recall engine knows when to start reaching out as recare dates approach.

Step 7 — Test the full patient path

We don’t go live on hope. We submit a test new-patient inquiry and watch the whole chain fire: the AI receptionist answers, the SMS lands within 60 seconds, the exam books on the right calendar, and the contact gets tagged and staged correctly. We also fire a test reminder cadence and a test review request so you see every patient-facing message before a real patient ever does.

Step 8 — Go live and connect your channels

Point your website forms, Google Business Profile, and any paid ads at the new funnel. Then turn on the recall and reactivation campaigns against your existing patient lists — this is usually where the first wins show up, because you’re mining patients you already have. The system is now answering inquiries, filling the hygiene column, and chasing treatment on its own.

What you get for support

Every snapshot includes dedicated customization hours and a year of updates, plus a 30-day guarantee — if it isn’t the right fit, you’re covered. Need someone to run it day to day? Our GHL VA option can take over the ongoing work so your team doesn’t have to.

A realistic first week

Launch day gets you live; the first week is where the system proves itself. Expect the recall and reactivation campaigns to surface the earliest results, since they work off patients already in your database. New-patient response improvements show up as soon as you point your channels at the funnel. Give it a couple of weeks of real traffic before you judge the no-show and case-acceptance numbers — those compound as the cadences run.

Ready to launch? Get the snapshot for $997 (Lite available at $997) or book a setup call.