Invite an individual dentist

Edit a dentist through any of these methods

• Right-click a dentist in the customer list, and choose Edit
• With a dentist on the main form, click on their address
• Use Customer menu > Edit
• From the Setup Wizard > Dentists page

Once you are viewing the customer's details, click the "Invite to cloud" button at the bottom of the page.

You will be presented with a set of appropriate options, such as to include a copy of the price list that is marked as the favourite for this dentist.

You may also be presented with the option to add optional paragraphs of text to the invite.

The invite email will send to the dentist's primary email account by default, but you could send the output to the preview window to review the contents of the letter.

Alternatively, set up a Send To channel to send an email to yourself (by sending to 'third party email'), so that you can check exactly what would be received.

What happens next?

Once the customer (or you, the lab) signs up from the Transactor Systems website, our team will configure the user account for this customer and send the login details to them.

We'll also email you to confirm the link has been configured.

Please allow 1 working day for account setup, although during busy periods this could take a little longer.