Part of the Growth Engine

Some Patients Don't Want to Call.
Let Them Click.

Kate answers your phones around the clock. Online scheduling captures the patients who'd rather book themselves. Together, they ensure you never miss a patient—whether they prefer conversation or self-service. Appointments land directly in Dentrix, Eaglesoft, or Open Dental.

Books directly into your practice management system

Dentrix
Eaglesoft
Open Dental
Reserve with Google

You Can't Miss Someone Who Never Reached Out

It's 10:30 PM on a Tuesday. A woman named Lisa is finally done with the day—kids in bed, dishes done, a moment to herself. She's been meaning to schedule a cleaning for weeks. She pulls out her phone, searches "dentist near me," and finds your practice.

Good reviews. Convenient location. She taps your website.

She sees your phone number. She's not going to call right now—it's 10:30 at night. She tells herself she'll call tomorrow.

Tomorrow she's in back-to-back meetings. Wednesday she forgets. Thursday the thought crosses her mind at 2 PM but she's picking up her son from school. Friday she can't remember the name of the practice she found.

Two weeks later, a different practice runs an ad with a "Book Now" button. Lisa books a cleaning in ninety seconds. She never called anyone.

You had her attention. You lost her because she couldn't book in the moment she was ready.

Lisa isn't unusual. She's how many people operate now. They book dinner reservations without calling. They schedule haircuts through apps. They expect "Book Now" buttons everywhere—and when those buttons aren't there, they move on to someone who has them.

Kate catches the patients who call. Online scheduling catches the Lisas.

How Patients Book

1

Patient Finds You

They search "dentist near me" on Google. They tap your Google Business profile. Or they visit your website looking for appointment information.

Right there, they see "Book Appointment" or "Schedule Online."

2

They See Real Availability

The calendar shows actual openings—not "request an appointment" forms that someone might respond to eventually.

Real-time sync with your PMS means what they see is what's actually available. No double bookings. No scheduling conflicts.

3

They Pick and Confirm

They select a time that works. They provide the required information (insurance, reason for visit, contact details). They confirm.

The appointment lands in your schedule immediately. Automatic confirmation and reminder messages go out. Done.

4

Your Team Sees It

Monday morning, your front desk opens Dentrix. Three cleanings, two new patient exams, and a consultation—all scheduled over the weekend.

Nobody picked up the phone. Nobody checked messages. The schedule filled itself.

Two Channels. One Calendar. Every Patient Captured.

Kate handles the callers:

Patient calls at 6 PM. Kate answers. "I need to schedule a cleaning." Kate sees the same availability the online system shows, books the appointment, sends confirmation. Appointment appears in your PMS.

Online scheduling handles the clickers:

Patient visits website at midnight. Sees availability. Books a cleaning. Confirmation sent. Appointment appears in your PMS.

Same calendar. Same availability. Same confirmation system.

Whether the patient prefers to talk or click, they get scheduled. Kate and online scheduling see identical availability—when one books a slot, it disappears for the other. No conflicts. No confusion. Just two ways into the same system.

The Growth Engine ensures you never lose a patient because they preferred a different booking method than what you offered.

Your Front Desk Gets Their Time Back

Most scheduling calls are simple transactions:

"Do you have anything this week?"

"What times are available on Thursday?"

"I need to reschedule to next Tuesday."

These aren't complicated calls. They don't require expertise or empathy or problem-solving. They just require someone to look at a calendar and relay information.

Online scheduling handles these automatically. The patient sees availability. The patient picks a time. The patient confirms. No phone call. No hold time. No "let me check and call you back."

What this means for Maria at your front desk:

She's not juggling the phone while checking in Mrs. Patterson. She's not interrupting an insurance conversation to answer a "do you have availability?" call. She's present—actually present—with the patients in front of her.

The calls that do come through are the ones that benefit from human attention: the nervous new patient who needs reassurance, the complicated insurance question, the patient with a concern that requires listening.

Maria isn't being replaced. She's being protected from the calls that never needed her in the first place.

Open for Booking Doesn't Mean Open for Everything

Control matters. Online scheduling doesn't mean patients can book whatever they want whenever they want.

Which Appointments

  • Cleanings, new patient exams, consultations? Yes.
  • Complex procedures that need a consultation first? Require an in-person visit.
  • Same-day emergency slots? Keep them for phone calls so you can triage.

Booking Window

  • Only show availability 48 hours or more in the future
  • Protect same-day slots for walk-ins and emergencies
  • Block lunch, meetings, administrative time

By Provider

  • Dr. Chen accepts online bookings
  • Dr. Reyes prefers phone scheduling only
  • The hygienists have specific online availability

Required Information

  • New patients must complete intake forms
  • Insurance information collected at booking
  • Cancellation policy acknowledged before confirmation

The system adapts to how your practice operates. Not the other way around.

Multiple Locations, Individual Settings

If you have multiple locations, you know they're not identical. Different providers. Different schedules. Different patient populations.

Online scheduling lets you configure each location independently:

  • Downtown office has evening availability; suburban office doesn't
  • Main location offers cosmetic consultations online; satellite location is hygiene-focused
  • Each office shows only its own providers and availability

Patients book at the location that works for them. The settings respect the differences between your offices. Everything still flows into your practice management system with location properly assigned.

Questions About Online Scheduling

Which practice management systems does this work with? +

Yobi Online Scheduling connects directly to Dentrix, Eaglesoft, Open Dental, and other major dental practice management systems. When a patient books at 10 PM, the appointment appears in your schedule immediately—no manual entry required.

How does this work with Kate AI? +

Kate and online scheduling are two channels into the same system. Kate handles patients who want to talk—answering calls 24/7 and booking during the conversation. Online scheduling handles patients who prefer self-service. Both see the same availability. Both book into the same calendar. Together, they capture every patient regardless of how they prefer to book.

Can patients book from Google Maps? +

Yes. Reserve with Google lets patients book directly from your Google Business profile. They search "dentist near me," find you, and schedule—without ever visiting your website. The appointment still lands in your PMS like any other booking.

What if I only want certain appointment types available online? +

You control exactly what patients can book. Most practices make hygiene and new patient exams available online while keeping complex procedures phone-only. You set the rules—appointment types, providers, time windows, booking lead time. The system follows them.

Do returning patients have to enter all their information again? +

No. The system matches returning patients to their existing records automatically. Their appointment connects to their history, their notes, their preferences. No duplicate profiles, no re-entering information they've already provided.

What if a patient books the wrong appointment type? +

Clear descriptions guide patients to the right choice, and you can require specific information before certain appointments. If someone does book incorrectly, your team can easily adjust—but you've still captured a patient who might have never called.

Can different locations have different settings? +

Yes. Multi-location practices can configure unique appointment types, availability rules, and provider schedules for each office. Patients book at the location that works for them with settings tailored to that specific office.

Do we have to automatically accept every online booking? +

Your choice. Most practices auto-confirm for efficiency. Others prefer to review certain appointment types before confirming. Configure it based on what works for your practice.

Capture the Patients Who Want to Click, Not Call

Kate answers your phones 24/7. Online scheduling captures the patients who'd rather book themselves. Together, they're the Growth Engine—the system that ensures you never miss a patient, regardless of how they prefer to reach you.

See how online scheduling connects to your practice management software. We'll show you the patient experience, the calendar sync, and how it works alongside Kate as part of the complete system.

Already using Kate? Ask about adding online scheduling.

Give patients the booking option they prefer

Schedule a Demo