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Gatherdesk for dental practices

Shared inbox for dental practices.
Every enquiry has a next step.

Give every new patient enquiry a next step.

Consultation questions can arrive while reception is checking in patients. Keep routine enquiries visible, with a named owner and the earlier replies available to authorised colleagues.

Illustrative enquiry workflowOne conversation · one owner
EmailWhatsAppWeb chat
Shared enquiry poolNew

Customer enquiry

“How do I arrange an initial consultation?”

Assigned to Reception

A clear next reply

Explain how to book a consultation and pass the enquiry to the appropriate team member.

Connected channels feed the pool. Access, plan and channel setup determine what each team member can use.

A day in your business

From the first question to a useful reply.

01

A question lands while everyone is busy

“How do I arrange an initial consultation?” is a request for help. In the shared pool, an unassigned enquiry remains visible until an available colleague claims it.

02

Reception needs the context

Explain how to book a consultation and pass the enquiry to the appropriate team member.

03

The customer comes back with another question

Reply in the same conversation with its history. Connected WhatsApp messages stay linked to the customer number; website chat continues when its session is recognised.

Inside Gatherdesk

The reply, the owner,
the whole conversation.

Open a conversation to see the customer’s messages and the team’s replies together. Ownership makes the next action clear; history gives the next colleague context.

See how enquiry ownership works
Gatherdesk conversation workspace showing an enquiry, its owner and the reply history in a demonstration workspace
Actual Gatherdesk interface · demonstration workspace

A familiar workspace

Your work.
Your team’s language.

Treatment PlansPatients

Choose your business profile when the workspace is created. It shapes the terminology and relevant services your team sees.

  • Use Treatment Plans and Patients as the workspace vocabulary for your business.
  • Assign channel access to managers and agents, then give each enquiry a clear owner.
  • Save enabled reply templates for common questions and adapt them before sending.
  • Capture the name, email or phone number available from the conversation in client records.

Set up around your team

Make the first handover a good one.

  1. 1. Connect one channel. Start with a shared mailbox or one page carrying the website widget. Configure WhatsApp with your Meta account when ready.
  2. 2. Give the team access. Assign the channel to the manager and agents who will answer it, and check what each role can see.
  3. 3. Try the complete conversation. Send a test enquiry, assign it, reply and return as the same customer. Then add templates for the questions you hear most.

Before you decide

Good questions.
Straight answers.

Does it replace dental practice software?

No. Keep clinical notes, charting and clinical decision-making in your specialist system. Use Gatherdesk for administrative enquiries with access appropriate to your practice.

Which channels are supported?

Connect an IMAP/SMTP mailbox, install the Gatherdesk website chat widget and configure WhatsApp through Meta Cloud API. Channel availability depends on your plan and setup. Phone calls, SMS and social DMs are not native channels today.

Can the team take over from AI?

Yes. Where AI is configured and enabled for a supported chat channel, a staff reply pauses automatic replies. The team can resume AI when appropriate. Email replies stay under staff control.

Does everyone see the same enquiries?

Access depends on the role, channel and mailbox assignments. Managers can supervise assigned teams; agents work within the access granted to them.

Can I keep my current specialist software?

Use your clinical system for charting, medical history and treatment records. Gatherdesk is an enquiry tool, not a clinical system or a claim of healthcare compliance.

See Gatherdesk with your dental practice in mind.

Bring a typical customer enquiry to your demo. We’ll walk through how your team can handle it together.

No card required · See Gatherdesk pricing

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