Skip to main content
A first-day tour of where things live — Settings in eight labelled groups, the trial countdown on the top bar, and the Marketplace as a way to add only the modules you need. We refreshed this page after the Settings regroup and the Marketplace launch landed so the day-one tour matches what you actually see when you sign in.

​
What’s new

  • Settings has eight sections, not one long wall. Clinic & branding, People & access, Clinical setup, Scheduling, Documents & finance, Communication, Integrations & devices, and Account / security / audit. Empty sections fold themselves away.
  • A trial countdown banner from day one. Every signed-in user at a trial clinic sees the days left at the top of the app. See /guides/trial-and-billing for the full story.
  • Marketplace in the sidebar. Click Marketplace to see your installed apps and explore add-ons at market.odontox.io. The eight initial apps are DICOM Imaging, WhatsApp API, In-Patient, Insurance, Marketing & Recalls, Medical Record Numbers, Storage packs and Portal Seat packs.
  • A welcome toast when your plan activates. “Your plan is now active — Welcome to [Plan]!” fires once and links to your billing tab.
  • Eight initial apps in the Marketplace. See /admin/marketplace for the full breakdown.

​
How to use it on your first day

1

Sign in at id.odontox.io

The app lands you on the dashboard. The trial countdown banner is visible at the top.
2

Open Settings

Scroll through the eight sections to get a sense of where things live. Click the cards relevant to your clinic.
3

Fill in Clinic & branding first

Your clinic name, logo, address and phone show up on every invoice, receipt and prescription you issue.
4

Set up your staff

Open Settings → Staff Management → Invite staff for every doctor and receptionist. Plan-based defaults arrive on their first sign-in.
5

Configure Notifications

The matrix at Settings → Notifications lets you decide event-by-event who hears about each operational email. See /guides/notifications-matrix for a walkthrough.
6

Decide your appointment defaults

Settings → Appointment Setup carries time format, default duration, click-to-book, drag-snap and hover preview.
7

Add your first patient

Open Patients → Add patient. Decide whether to tick Provide portal access — only ticked patients consume a portal seat.
8

Explore the Marketplace

Click Marketplace in the sidebar to see the eight initial apps. Add only what your clinic needs.

​
What changed since the last revision

  • Settings is eight sections instead of a 22-card wall.
  • The trial countdown banner is visible day one.
  • Marketplace is in the sidebar.
  • The welcome toast fires once on plan activation.
  • The Records vs Portal Seats split is the new pricing mental model.

​
Need help?

If anything is unclear, write to [email protected] or open a ticket from Settings → Support.