Yalla Dent documentation
Step-by-step guides for the sales pipeline, automatic tasks, official WhatsApp and SMS, the shared inbox, automatic messages and campaigns.
Start here →CRM and pipeline
From the first enquiry to a new patient.
- CRM overviewHow leads arrive, move through stages and become patients.
- Pipeline stagesName stages your way, add more and set a maximum time per stage.
- Tags and lead scoreLabel leads with tags and see the hottest first.
- Lead assignment and response timeWho receives each new lead, and the target time to first contact.
- Automatic tasksThe system creates a task for the right person when something happens.
WhatsApp and SMS
Connect the clinic's official number and the shared inbox.
- Connect official WhatsApp (Cloud API)Step by step: from the Meta account to the first message.
- Connect SMSWith the clinic's own Twilio or Infobip account.
- Shared inboxEvery WhatsApp and SMS conversation in one place, each with an owner.
- WhatsApp templates and the 24-hour ruleWhen you can send free text and when you need an approved template.
- TroubleshootingCommon errors and what they mean.
Automatic messages and campaigns
Reminders, follow-ups, birthdays, recall and campaigns.
- Automatic messagesAppointment reminders, after-visit messages and birthday greetings.
- RecallBring back patients whose check-up is due or who stayed away.
- Booking from WhatsAppAn instant reply with the booking link when someone asks for an appointment.
- Message campaignsOne message to a group of patients or leads, now or at a set time.
Privacy and consent
Who sees what, and consent to messages.
Need the rest of the product (appointments, visits, invoices)? See the help center.