Audience & Purpose
This tutorial is for DSO owners, managers, and newly invited Super Admins onboarding to Smile Genius. You'll learn how to accept your invitation, set up your user and DSO profile, and access your admin dashboard for the first time.
Onboarding Overview
Flow: Invitation email → Account creation → Profile completion (User + DSO) → Dashboard zero state → Success.
Note: Only invited users can onboard. Self-registration is not available for DSOs.
Prerequisites
Receive your Smile Genius invitation email at your DSO’s primary email address.
Use a supported, up-to-date web browser with internet access.
Have the authority to accept the platform’s Terms & Conditions on your DSO’s behalf.
Step-by-Step Onboarding
Step 1: Accept the Invitation
Open your Smile Genius invitation email. If it's missing, check your Spam/Junk folder or ensure your IT team allows emails from @smilegeniusdental. Select Get Started to launch the registration page.
Step 2: Create Your Account
The registration page displays your email address (pre-filled and locked). Enter your password, confirm it, and agree to the Terms & Conditions. Click Submit.
Password Requirements:
At least 8 characters
At least one uppercase letter and a lowercase letter
At least one number
At least one special character (e.g., @ # $ % ^ & *)
Tip: Use a strong, unique passphrase and store it in your password manager.
Step 3: Confirm and Continue
Click Let's go. Save your login credentials securely if prompted by your browser.
Step 4: Complete Profile – User Information
Fill in all required User Profile fields:
First Name (required)
Last Name (optional)
Designation (optional; examples: Owner, Manager)
Role: Predefined as Super Admin (non-editable at this stage)
If your department isn’t listed, select Other and enter it manually. Optionally enter your Employee ID.
Step 5: Complete Profile – DSO Details
Enter or confirm information about your DSO:
DSO Name (required, prefilled; editable)
Website (optional)
Phone Number (optional)
Address (required, prefilled; editable)
Step 6: Add General Ledger Codes
Add at least the mandatory general ledger codes. This step is required for accurate invoicing and platform configuration.
Step 7: Incomplete Onboarding Handling
If you exit before finishing:
Returning via your portal or invite link will automatically continue from where you left off (until the invite expires).
Step 8: Get Help Anytime
Click Help on any step to access scheduling, live chat, or detailed documentation support.
Step 9: Finalize Profile Setup
When all required fields are entered, click Next to continue through the remaining setup steps.
Step 10: Dashboard Zero State
When onboarding is complete, you'll see the Dashboard in its zero state: no active cases, clinics, or users yet. Use the "Getting Started" checklist to add clinics and invite colleagues.
Tip: Mark checklist tasks as done to remove them from future sessions.
Success: Your DSO is now registered and ready for team onboarding and collaboration.
Troubleshooting & FAQs
Didn't get the invitation? Check Spam/Junk. Ensure your IT team allows @smilegeniusdental emails. Ask your Smile Genius Admin to resend the invite.
The invitation link has expired or is invalid. Links may expire or be single-use. Request a new invite.
Password not accepted. Ensure it meets all criteria, no leading/trailing spaces, and try a different browser if issues persist.
Editing DSO name/address? These fields are editable during onboarding and later in Profile Settings.
Who is the Super Admin? The first user from the invitation is a Super Admin. Their email cannot be removed, but their name and other details may be updated. Additional admins can be invited later as your DSO requires.
Data Protection & Compliance
Smile Genius uses your DSO email for onboarding, case management, and invoicing. Only invite authorized staff and assign appropriate permissions. All data is encrypted and managed in compliance with industry regulations.
Support & Contact
For onboarding help, access issues, or to request new invitations:
Email [email protected]
Use the Headset Icon in your dashboard
Refer to the Smile Genius Knowledge Base for detailed articles
You're ready to bring your DSO onto Smile Genius. Welcome to a smoother, more collaborative dental management experience!