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Smyly™ guide

Choose which treatments patients can preview

Turn the dental and facial esthetics menus on or off for your patient page, and see what patients get with each.

  • 3 min
  • 4 steps
  • Updated

What you’ll need

  • Owner or admin access. During the trial, the menus you picked at signup apply.

Screens shown with a fictional demo practice and AI-generated model photos.

  1. Step 1: Open the treatment menus in Settings

    In Settings, scroll to Treatment menus on your patient page. Tick Dental smile previews for whitening, veneers, aligners, repairs and gums. Tick Facial esthetic previews for lip filler, wrinkle relaxers, dermal filler contouring and skin, only if your practice offers those services and is licensed to provide them where you operate.

    At least one stays on, so the last ticked box cannot be cleared. Click Save changes.

    The Treatment menus on your patient page section in Settings with both Dental smile previews and Facial esthetic previews ticked, and the Save changes button. Callout 1: Dental smile previews Callout 2: Facial esthetic previews Callout 3: Save changes
    1. Dental smile previews
    2. Facial esthetic previews
    3. Save changes

  2. Step 2: What patients see with the dental menu

    Patients can type in Search treatments or start with Most popular, then browse the dental categories below it. Search only ever finds treatments from the menus you have turned on.

    A phone showing What would you like to preview? with a Search treatments box and the Most popular section starting with Full Smile Makeover and Teeth Whitening. Callout 1: Search treatments Callout 2: Most popular
    1. Search treatments
    2. Most popular

  3. Step 3: What patients see with facial esthetics on

    With facial previews turned on, a Facial Esthetics section appears with Lip Filler, Wrinkle Relaxers, Smile Line Softening, Skin Rejuvenation and more. A med spa can turn the dental menu off and show facial esthetics only.

    A phone showing the Facial Esthetics section of the treatment list with cards for Lip Filler, Wrinkle Relaxers, Smile Line Softening and Skin Rejuvenation. Callout 1: Facial Esthetics
    1. Facial Esthetics

  4. Step 4: Check your own patient page

    Click View patient page in the top bar (on a phone, Your patient page in the menu). Your page opens in a new tab exactly as patients see it: tick the two boxes, tap Continue and look through the treatment list. A menu change applies the next time anyone opens your page, including QR codes already printed.

Good to know

  • Front desk teammates cannot change menus. Settings is for owners and admins.
  • You picked your first menus on the signup form, under What should patients be able to preview?

Related guides

New to Smyly? See it on your own practice.

Start a 7-day free trial: your branded patient page is live the same day. A card is required at checkout and nothing is charged for 7 days.

Start free trial See pricing

Something here doesn’t match what you see? Email [email protected] and we’ll fix the guide.