Onboarding Process
Get up and running with our dental PMS connector in just a few simple steps. Our team handles the technical setup so you can focus on your business.
Step-by-Step Setup Process
Step 1
Initial Consultation
Schedule a 45-minute setup call with our technical team
- Assess your current PMS configuration
- Discuss data synchronization requirements
- Plan field mapping strategy
- Set expectations and timeline
Step 2
App Installation
Download and install the connector on your PMS system
- Download from official marketplace
- Install with administrator privileges
- Verify system compatibility
- Complete initial configuration
Step 3
Field Mapping
Map data fields between your PMS and GoHighLevel
- Patient information mapping
- Provider and appointment fields
- Payment and billing data
- Custom field configuration
Step 4
Testing & Launch
Test the integration and go live with real-time sync
- Test data synchronization
- Verify field mappings
- Monitor sync performance
- Go live with confidence
Setup Timeline
Day 1
Initial consultation call
Day 1-2
App installation & configuration
Day 2-3
Testing & verification
Day 3
Go live with real-time sync
What's Included
45-Minute Setup Call
Dedicated technical consultation with our experts
Complete Configuration
Full setup and field mapping handled by our team
Ongoing Support
Continued technical support after launch
Ready to Get Started?
Book your setup call today and be syncing data within 3 business days.
Onboarding FAQ
Common questions about our setup process