Book Dentally Appointments from WhatsApp
This recipe turns a booking request in chat into a confirmed appointment in your Dentally diary, with real availability offered in the conversation. Part of connecting Dentally to WhatsApp and AI chat.
What happens today
A patient asks on WhatsApp for a check-up next week. Reception opens Dentally between phone calls, checks the diary, replies with times and books by hand when the patient answers. Messages that arrive in the evening wait until the next morning, and by then the patient may have booked elsewhere. New patients also have to be keyed in before the appointment can be made.
The flow that works
- AeroChat finds out what the visit is for and which day suits the patient.
- It checks Dentally availability for the practitioners who do that treatment.
- It offers up to three times.
- It finds the patient in Dentally, or creates them if they are new.
- It books the appointment and confirms the date, time and address.
The recipe
Copy this into AeroChat
When a patient asks to book an appointment, follow these steps.
- Ask what the visit is for, for example a check-up, a scale and polish or a consultation (examples), and which day suits them.
- Check Dentally availability on that day for the practitioners who do that treatment. A check-up is 30 minutes (example). If there is nothing free, check the next 3 days (example).
- Offer up to three times, with the practitioner’s name.
- When they pick one, ask for their full name and date of birth and find them in Dentally.
- If they are new, ask for their phone number and email and create them as a patient in Dentally.
- Book the appointment with that practitioner, the start and finish time and the reason.
- Confirm the date, time, practitioner and our address.
If the patient describes pain, swelling or bleeding, do not book a routine slot. Hand the conversation to reception. Reply in the customer’s language.
Change the treatments, appointment lengths and the number of days to look ahead before you paste it.
What to connect
- Dentally. Generate a token in Settings, then Developer Settings, with read access to patients and read and write access to appointments and patients. Paste it in when AeroChat asks.
- Your knowledge base. Upload your treatments, prices and practice address to AeroChat so it can answer questions before it books.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Dentally, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Dentally’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- Which treatments AeroChat can book, and their lengths.
- Which practitioners it offers.
- Which symptoms go straight to reception.
The result to expect
Patients who ask to book in chat leave with a confirmed appointment, at any hour. Evening requests no longer wait for reception, and new patients arrive already in Dentally.
Measure it with your own numbers: appointments booked from chat, and new patients added from chat, for a month before and after.
Next: reschedule and cancel appointments.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same Dentally connection behind it. See what each channel does on the Dentally integration page.
Book your first Dentally appointment from chat
Paste the recipe, add your Dentally token, and ask your own chat for a check-up next week.