Welcome — let's get started

Welcome! Let’s Get Your System Ready For Your Launch

We’re excited to have you onboard. This page gives us everything we need to set up your missed-call booking system quickly and correctly so your launch goes smoothly.

Get Started

Tell Us About Your Business

Tell Us About Your Business to Get Started

Complete the onboarding form with your business details so our team can begin setting up your system and preparing everything needed for a smooth launch.

Section 1: About You

First Name *

Last Name *

Email *

Phone *

How Did You Hear About Us?

Facebook Ad

Google Ad

Referral

Section 2: About Your Practice

Practice Name *

Owner/ Doctor Name *

Number of Locations *

Business Phone *

Number of Dentists/Providers *

Number of Front Desk Staff *

Business Hours and Appointment Availability *

How Do Patients Contact You? *

Current Phone System *

Appointment Types *

Do You Use Online Booking? *

Avg New Patient First Visit Value *

Section 3: Business Registration + A2P Compliance

Legal Business Name *

Business Type *

Street Address *

City *

State *

Country *

Postal Code *

EIN (US clients)

My Business is not yet registered

Business Registration Number

Business Registration ID Type *

Website *

Brand Colors

Estimated Monthly Patient Communication Volume

Please upload your business registry documents *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Please upload your Registered Business Address Proof (Electricity, Water, Gas Bill)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Upload Business Logo *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Section 4: Website Booking / Appointment Request Flow

Do you currently have an appointment request or booking page on your website? *

Paste the direct URL to your current appointment request/booking page. *

What type of online booking do you currently use? *

Is your online booking/request page connected to your primary practice management software or source-of-truth calendar? *

What happens after a patient submits the form?

Who currently receives website appointment requests?

Receiver Name *

Receiver Role *

Receiver Email *

Receiver Phone *

Do we have permission to update, replace, embed, or redirect your website booking/request CTA if needed? *

Who manages your website? *

If external/internal contact is needed, collect:

Website Contact Name *

Website Contact Email *

Website Contact Phone *

Does your current form include SMS/email consent language? *

What practice management software is your source of truth for appointments? *

Section 5: Technical Setup

Do You Have Your Domain And Hosting Access *

Yes

No, Someone Else Manages My Domain And Hosting

Google Account *

Facebook Business Page URL

Section 6: PMS Integration Feasibility Section

Does your PMS currently connect with any online booking tool? *

If yes, which booking tool is currently connected? *

Do patients currently see real-time availability from your PMS/calendar? *

Does your PMS allow external integrations, API access, or approved third-party booking integrations? *

Who is the correct PMS/vendor contact if integration questions come up?

Vendor Name *

Vendor Company *

Vendor Email *

Vendor Phone *

Are there any restrictions from your PMS/vendor around third-party access, appointment creation, or patient communication? *

Section 7: Domain / DNS Access

Who currently manages your domain and DNS records? *

Can they add our setup email as an admin user if needed? *

Website / CMS Access

What platform is your website built on? *

Who can edit it, and whether YBD can update, embed, replace, or redirect booking/request CTAs if needed. *

[email protected]

Tracking access

Who can help with Meta Pixel, dataset, GA4, GTM, and website tracking setup if needed. *

External IT / website contact

If someone else manages the website, domain, DNS, tracking, or PMS integration, collect their name, role, email, and phone. *

External IT/Web Contact Enter Name, Role, Email, Phone Number *

Slack Communication

Slack Channel Contact Enter Name, Role, Email, Phone Number *

Primary Implementation Contact

Primary Implementation Contact Enter Name, Role, Email, Phone Number *

Escalation Contact

Escalation Contact Enter Name, Role, Email, Phone Number *

I understand YBD uses Slack as the required client communication channel for implementation updates, launch blockers, approvals, support coordination, and general project communication. The correct practice contacts must be added before launch.

I understand patient-sensitive information should not be shared in Slack unless approved by the practice’s internal policy and YBD has confirmed the proper process.

Section 7: Your Team

Staff-1: Enter Name, Email and Phone *

Staff-2: Enter Name, Email and Phone

SMS Consent *

By submitting this form, I confirm that my practice has consent to communicate with patients who call our office, submit inquiries through our website, or request appointments. I understand that automated text messages will be sent on behalf of my practice to these patients as part of the lead response system.

Your Brand Dental

We help dental practices capture more leads, respond faster, and book more patients automatically.